Efficient Policy Management Systems for Insurance Agencies, GAs, & IMOs

Manage health insurance policies for group benefits, ACA, and Medicare clients in one.

The insurance policy-specific tools in AMS+ help to create a detailed view of everything and everyone connected to that policy. Easily navigate from the policy to the policyholder to access comprehensive notes, signed compliance forms, call recordings, etc. during client calls and meetings. Manage policy payouts and payments to ensure your agents receive the correct amount for each policy they’ve sold.

Explore real-time graphs on your Dashboard in AMS+ to monitor in-force policy saturation, policy coverage type breakdown, new policies, and more.

Individual Health Insurance Policy Management

Manage your clients’ entire coverage portfolio in one centralized location. Track policies for health insurance, Medicare, ancillary products, life insurance, and more for each individual. Tie all policies to the individual policyholder to simplify data lookup. Create relationships for covered spouses and children for a full family benefits view.

Group Benefits Insurance Policy Management

Manage group benefits policies at a micro-level to better understand individual needs within each group. Track group benefits information like:

Enrollments
Elections
Employment classification
Relationships (and elections of those relationships)
Individual demographic data

Access a complete list of individuals that have elected coverage and the policies chosen. Drill down deeper to understand how each utilizes the coverage to provide improved client service.

Looking for a group benefits quoting solution? Check out Quote+!

See Real Client Experiences

See All Testimonials

"I like that information on carriers, clients and policies are online and accessible at our convenience. Even if out of the office, we can access policy applications and our communications quite easily as long as we have internet access."

Bill E.
The Edgar Group

"Before AgencyBloc, our office used a separate spreadsheet for every activity. One question from a client could take 5 minutes to answer simply because we had to locate in WHICH spreadsheet the info was hidden. Now, all communications, policy, and follow-up information is in one place. We would be lost without this product!"

SaraMarie B.
Insurance Advocates

"AgencyBloc has been a great solution for my health insurance office. I used to struggle with a generic CRM to make it specific to health insurance. There was always something missing. Now it is a breeze to track clients, policies and conversations. I highly recommend AgencyBloc as your CRM if you sell any health insurance product."

Tammy M.
McGregor Benefits

"AgencyBloc is a comprehensive system for an affordable price. It allows us to be well organized and to take care of all of our clients and prospects. We’re able to log all service calls, emails, sales prospects, and send policy renewal reminders. This allows us to provide a strong paper trail if and when we may need to resolve any E&O issues."

Mike R.
Fortress Benefits

"My experience with AgencyBloc has been amazing! Having all our clients in a database that is shaped specifically for our company's needs is a breath of fresh air compared to other CRMs I have used in the past. Having the commission statements linked to each policy has been very helpful in locating the commissions for filling out our Broker Disclosure Forms for our clients. The customer service is to the highest standard. There is no other CRM I would use in my office."

April D.
Insurance Solutions of the South

Explore More Insurance Software Options

AMS+, Agency Management System

All-encompassing, industry-specific sales and servicing agency management system
Commissions+

Streamlines processing and management, saves your team time, and helps you uncover thousands of dollars in missing money
Engage+, Insurance Digital Marketing Solutions

Ready-for-you insurance digital marketing tool for streamlined communication and engagement
Quote+, Group Benefits Quoting

Accelerates small group quoting and enrollment, helping agencies and GAs manage employee benefits

FAQs About Policy Management Tools in AMS+

What is policy management in AMS+?
Policy management in AMS+ is the foundation of your agency operations. It allows you to create, store, and manage individual and group health, life, and ancillary policies in one centralized platform. Every policy connects to the client, carrier, and agent, so your team can access complete data during client calls or meetings.
How does AMS+ improve accuracy in policy tracking?
AMS+ eliminates the need for spreadsheets by providing real-time policy visibility and linking every record, policyholder, carrier, and commission data. This ensures all updates, payments, and renewals are tracked accurately, improving efficiency and reducing manual entry errors.
Can AMS+ handle both individual and group insurance policies?
Yes. AMS+ has tools to track both individual coverage (under-65 ACA insurance and Medicare) and group benefits. Track the following all in one record:
- For group policies: enrollments, elections, employee classifications, and demographic data
- For individuals: coverage details, dependents, Medicare-specific data, and linked products
How does AMS+ support compliance and recordkeeping for policies?
AMS+ securely stores signed forms and compliance documents, call recordings, notes, and correspondence tied to each policy. This creates a verifiable audit trail to help agencies stay compliant with carrier and regulatory requirements while improving service documentation.
How can I get started with policy management in AMS+?
Getting started is simple — schedule a personalized demo. Once you have an AMS+ account, our team will guide you through policy data setup, carrier connections, and automation options to help you manage all client and group policies in one platform.

Policy Management Tools for Health Insurance Agencies & Uplines