The Challenge
Third-Party Email Tools Cause Friction
Email marketing is a critical component for any health insurance agency. From mass emails for general announcements to segmented newsletters to location-specific communications, agencies have a lot they need to communicate. However, using a third-party system requires admins to do double work creating lists, scrubbing information, and managing responses. This makes communication significantly more manual and costs extra resources.
Common pain points when using third-party email marketing tools include:
- Doubles time managing, copying, exporting, importing, scrubbing, and re-scrubbing data
- Adds more tasks to your day to rebuild lists that already exist in your AMS
- Creates yet another place you have to log into and learn
- Requires you to pay for a separate tool that does less than what you actually need
- Lacks the ability to automate emails from real client activity — everything is manual
- Creates a compliance nightmare with multiple unsubscribe lists
- Silos and duplicates data, eliminating your ability to have one source of data truth
The Solution
Email Marketing System Built for Health Insurance
AMS+ eliminates these issues with email marketing and communication tools built right into the same space you manage prospect, client, and policy information:
- One-time mass emails allow your agency to plan and communicate critical messages efficiently for your whole agent or client base
- Segmented email options help your team send important messages to different groups of clients based on their demographics, location, carriers, and coverage types
- Drip email campaigns give you the opportunity to create campaigns for your clients that require more than one email
- Built-in tracking metrics show your agency the performance of your communications with open, click, spam, bounce, opt-outs, and unsubscribe rates
Want to See How it Actually Works?
Check out the email marketing tools — no second logins, new tools to memorize, or headaches.
Schedule a Demo
Enhance Your Emails with Ready-to-Send Content from Engage+
Pair AMS+ email marketing with Engage+, our library of pre-written, insurance-focused content. Access newsletters, cross-sell and upsell templates, educational campaigns, and seasonal messages you can deploy directly through AMS+.
Explore Engage+
Trusted by Agents & Admins
What Our Clients Are Saying
"AgencyBloc is a time-saver, especially when it comes to email campaigns. You can quickly sort out a list of customers to send specific emails to or set up automated emails to customers and forget about it. The system will automatically send out your welcome emails, birthday emails, holiday emails, etc." — Mary D.
See why other agencies are switching to AMS+. Schedule a meeting with one of our experts.
You've got questions. We've got answers.
FAQs About Email Marketing in AMS+
With AMS+, you can build mass email campaigns, drip sequences, and segmented campaigns all within the platform. Common use cases include newsletters, Open Enrollment alerts, carrier changes, holiday messages, and agent-specific updates.
AMS+ includes a drag-and-drop email template builder, letting you design messages without technical skills. You can save templates for reuse, personalize content, and preview in real time, without having to leave your insurance CRM.
After sending your campaigns, AMS+ gives access to key email metrics for:
- Open rate
- Click rate
- Bounce rate
- Spam rate
- Opt-outs
- Unsubscribes.
This insight lets you monitor campaign effectiveness and optimize future messages.
Of course! AMS+ allows you to segment your database by criteria such as policy type, client demographic, or agent group. This allows you to send tailored communications only to the people who need to see them (for example, notifying only affected clients about a carrier or plan change).
Getting started is simple: request a demo and start your account. Once you are a Member of The Bloc, your onboarding will include email setup. Define contact segments, import data, build your first campaign, and schedule the messages. From there, you can begin tracking performance and refining your outreach.
Reach out today to get more of your email marketing, compliance, and AMS+ questions answered.