The Challenge

Individually Tracked Policies Feel Like a Scavenger Hunt

Policies are the most critical data point for any health insurance agency to track. One of the key indicators for business health is growth in in-force policies. When policies are tracked individually in spreadsheets or disconnected from policy owners in generic solutions, your process results in wasted time, ineffective customer service, and missed opportunities.

Common roadblocks include:

  • Tracking multiple policies for the same client across different systems or spreadsheets
  • Spending too much time searching for policy details, documents, and renewal dates
  • Storing policy information inconsistently across teams creates confusion about who has the most up-to-date version
  • Lack of visibility into policy status changes or updates
  • Renewals are missed because reminders live in emails, calendars, or personal notes
  • Automation is impossible, making management manual and tedious
  • Difficulty understanding the whole relationship between individual, household, and group policies
Graphic showing policy management features in AMS+

Our Solution

Find Policy Details in One Click

Since policy management is critical for health insurance agency operations, it only makes sense to use software specifically designed to make policies easy to organize, find, update, and track. Using an industry-specific agency management system (AMS), like AMS+, your team can:

  • Find policy information instantly without digging through files or emails.
  • View all policies linked to an individual, household, or group in one screen.
  • Track policy status at every stage, making it easier to track from quoting to active to renewal.
  • Maintain consistent data across departments to improve customer service and retention.
  • Stay ahead of renewals with automation tools that alert policyholders and agents of record to upcoming opportunities.
  • See the complete story of a policy, including the summary of benefits (SOB), changes, past coverage, elections, activity, and communications.

Want to see how this works in action?

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The Manual Way vs. the AMS+ Way

Challenge How AMS+ Solves It
Manually searching for a policy in a stack of paper AMS+ has a global search that finds data in seconds, not minutes
Identifying the full scope of a policyholder's coverage AMS+ ties all information together for each client, making it easy to see coverage opportunities
Tracking upcoming renewal dates & acting effectively AMS+ automatically tracks renewal dates and offers automation to make getting ahead of them easier than ever
Ensuring accurate data cross teams AMS+ is a full-office insurance CRM that each department can rely on as one true source of data
Locating all of the supporting documentation for each policy AMS+ attaches documents, activities, and more to a policy for a complete view of that policy's past

John

Trusted by Retail & Wholesale Agencies

What Our Clients Are Saying

"AgencyBloc has been pivotal to our operation and growth. AMS+ easily handles all aspects of what an insurance agency needs to function. We store all of our clients’ policy attachments, relationships, and histories for easy recall on who a client is, what we've done with them, and any special circumstances." — John O.

See why other agencies are switching to AMS+.

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You've got questions. We've got answers.

FAQs About Policy Management Tools 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.

  • 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.

  • 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

  • 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.

  • 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.

Schedule a demo today to get more of your agency’s AMS+ questions answered.

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Explore More Insurance Software Solutions

How Retail & Wholesale Agencies Use Policy Management Software

Policy Management for All Health Insurance Organizations

All health insurance agencies track policies. Whether you're an independent agent, retail agency, or retail/wholesale upline, your team has to manage group benefits, individual health, Medicare, life, and/or ancillary policies. AMS+ simplifies policy management so you can streamline service and stay ahead of upcoming renewals.

End the Scavenger Hunt

Policy management doesn’t have to feel like a scavenger hunt of clues and information. The policy management tools in AMS+ can add organization and sanity back to your process. See how.

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