The Challenge

Security is a Non-Negotiable

Let’s put it plainly: you cannot take chances on security. Health insurance agencies are responsible for housing large amounts of client data. Regardless of whether you sell group benefits, individual health, Medicare, life, or ancillary products, your team should only consider technology solutions that make security a top priority all the time.

Common roadblocks include:

  • Tools that lack enterprise-grade security
  • Limited understanding of HIPAA and data protection requirements
  • Prioritizing flashy functionality over data protection
Graphic showing the data and security features in AMS+

Our Solution

AgencyBloc is Relentless About Security

AgencyBloc takes database management and security seriously. We are continuously upgrading and improving security measures and encryption capabilities to stay up-to-date with changing regulations and to ensure your data is as safe as possible.

  • HIPAA-Compliant: AgencyBloc solutions are HIPAA-compliant, safeguarding protected health information and helping health insurance agencies stay compliant, avoid costly penalties, and protect client trust.
  • HITRUST R2 Certified: The HITRUST R2 certification validates that our security program meets the highest standards for healthcare data protection, giving agencies confidence that sensitive information is protected by industry-leading controls.
  • SOC 2 Type II Certified: The SOC 2 Type II certification demonstrates that our security controls are well-designed and consistently effective over time, reducing risk and reinforcing confidence in how your data is handled.

Can your existing systems check all of the critical security boxes? Use this checklist to review your tools today.

Want to see how this works in action?

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Cloud Awards logo

Award-Winning AMS

AgencyBloc's AMS+ Solution Named Cloud CRM Solution of the Year by The Cloud Awards

Recognized for our dedication to the health, benefits, and senior insurance industry, our AMS+ solution won the 2026 Cloud Award for the Cloud CRM Solution of the Year.

Read More in Our Press Release

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

Data Management & Security FAQs

  • Data silos are dangerous for a business, especially if they are left unchecked. They occur when data is not synced effectively across systems, departments, or teams. If only certain groups can access data, it will cost money, block collaboration, and create inefficiencies. Learn more about data silos and how to fix them here.

  • AgencyBloc has two main ways of migrating data into our solutions, like AMS+. The data is either downloaded into a large file and then imported or facilitated through a custom migration. Our team of experts will work with you to figure out which option is best for your organization’s data. Once the path is chosen, our team will work to safely and efficiently transfer your data. Learn more about the data migration process here.

  • AgencyBloc takes data security seriously. Our solutions feature secure cloud data encryption, follow strict data maintenance policies, use bank-level encryption, and are backed up continuously. Rest assured your data is secure — we are HIPAA compliant and audited regularly for HITRUST / SOC 2 Type II (industry-leading security standards). Learn more about how AgencyBloc protects your data.

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

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Renee

Trusted by Retail & Wholesale Agencies

What Our Clients Are Saying

"AgencyBloc's level of security gives us peace of mind that our data and our clients' data is heavily protected, while still allowing our employees to easily access it on the go to best serve our clients." — Renee D.

See why other agencies are switching to AMS+.

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Additional Resources

Learn ways to optimize your organization, grow your business, stay compliant, and retain clients more effectively than ever.

See All Resources

9 Security Best Practices for Health Insurance AgenciesBlog9 Security Best Practices for Health Insurance Agencies
Agency Management System Security Questions ChecklistChecklistAgency Management System Security Questions Checklist
The 6 Hallmarks of Evaluating Agency Management System Vendor SecurityBlogThe 6 Hallmarks of Evaluating Agency Management System Vendor Security
The Nitty Gritty Security Questions You Must Ask + Security Best PracticesWebinarThe Nitty Gritty Security Questions You Must Ask + Security Best Practices
On-Premise Software vs. Hosted Software: What You Need to KnowBlogOn-Premise Software vs. Hosted Software: What You Need to Know
Why You Should Consider an Agency Management System with a SOC 2 Type II ReportInfographicWhy You Should Consider an Agency Management System with a SOC 2 Type II Report

Explore More Insurance Software Solutions

Is Data Security a Top Priority for Your Agency?

Security should be a non-negotiable for all health insurance agencies. AgencyBloc takes security seriously and holds certifications in leading security standards. Learn more.

Request a Demo