Ensure your agency is compliant with built-in tools and tracking in AMS+.

One thing we can all count on in the health insurance, benefits, and senior insurance space is that changes are always on the horizon. Anticipate changes and make staying compliant easier with integrated compliance tools in your agency management platform. 

AMS+ takes compliance to a whole new level with pre-built, electronic Scope of Appointment, ACA Consent to Contact, and ACA Attestation communications within the system. Quickly send the necessary forms via email or text message to the lead or prospect directly from AMS+. Plus, utilize pre-recorded messages to share important compliance statements with prospects and clients.

Once the forms have been signed, store the documents inside AMS+ for easy access and streamlined compliance management — like for the CMS Final Rule 2023!

Pre-built compliance documents in AMS+

Ready-To-Use Health Insurance Compliance Documents 

Required compliance forms like Scope of Appointment (SOA), ACA Consent to Contact, and ACA Attestation come pre-built in AMS+. Agents can send these forms to leads and prospects via email or text message.

Store signed compliance documents in AMS+

Automated ACA Consent to Contact & Attestation Management

One part of compliance is getting the form signed. The other half is storage and access to that signed form. AMS+ simplifies this transaction by sending the compliance documents directly from and storing them in our health insurance CRM. This allows everyone on your team easy access whenever they need it.

Stay compliant with AgencyBloc's Platform

Stay Ahead of Compliance with AMS+

At AgencyBloc, our commitment is to serve the operational and growth needs of your team, which includes compliance. AMS+ is designed for the health insurance space. Our team will continue to monitor the compliance and regulatory changes in the industry and add new compliance requirements to our software.

Take the stress out of compliance communications.

Use these compliance email and text message templates to stay connected and compliant this year. 

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See Real Client Experiences

See All Testimonials

"We've used AgencyBloc solutions for two years now, and it's made a tremendous difference in how we track our information, interact with our clients, and stay compliant."

Jennifer Z.
Medicare Healthcare WE CARE

"I adopted AgencyBloc about a year ago, and I consider it exceptional. So as far as compliance, I am completely integrated now. I can record calls on demand, save them, and have an archival record of everything. If you're thinking about bringing in a CRM, whether it's AgencyBloc's platform or any other, don't wait too long."

Mark R.
MediSmart Advisors

"AgencyBloc has been a game changer for us. Our business has grown as a result of having this system. The more I use it, the more I realize how powerful it is. Now that all my client information is in the CRM, everything I need is at my fingertips. I can save paper documents and attach them to the client record. This is huge for compliance purposes. I can't say enough good things about AgencyBloc. I highly recommend it."

Aida D.
AG Deason Insurance

"AgencyBloc has been an invaluable asset to our agency. It streamlines information and makes it easily accessible. The integrations with EASE are a huge help when it comes to keeping the info up to date on our groups. It does a wonderful job keeping us in compliance, from the ability to have pre-recorded messages for ACA and Medicare to recording and archiving the calls. The policy information and ability to pull up SOBs have made answering client questions a breeze. This is the best system we've ever used."

Michael B.
Bravo Insurance Solutions, LLC

"We had three separate CRMs. Why not just find one that can do everything and do it well? AgencyBloc checked 95% of what I was looking for, and they are continually moving forward. If you are looking at AgencyBloc, you're putting a step in the right direction."

Travis F.
Medi-Solutions Insurance Agency

FAQs About Compliance Tools in AMS+

  • Compliance management tools are built into AMS+. They allow health, benefits, and senior market agencies to manage regulatory tasks:

    • Obtaining signed compliance forms (Scope of Appointment, ACA Consent to Contact, ACA Attestations)
    • Storing the signed documents
    • Recording and storing calls

    By using these tools, agencies reduce risk, stay audit-ready, and avoid manual compliance workflows scattered across folders and spreadsheets.

  • AMS+ has built-in compliance documents for:

    • Medicare Scope of Appointment (SOA)
    • ACA Consent to Contact
    • ACA Attestation

    Send the documents for signing to prospects and clients via email or text. Then, automatically store once signed, helping your agency maintain compliance coverage from day one.

  • AMS+ allows you to automatically send compliance documents to prospects or clients, capture signatures electronically, and then store the signed forms directly on the contact's record. In addition, call recording, email logs, and workflow activities can serve as part of the audit trail, providing visibility for internal reviews or regulatory inspections.

  • Yes. AMS+ is specifically designed for the health, benefits, and senior insurance industry. It includes automated reminders, pre-built templates, and compliance workflows that align with evolving regulatory requirements. This allows your agency to adapt as rules change, without the worry.

  • Begin by scheduling a demo where AgencyBloc’s experts will walk you through the compliance tools. You'll see the built-in compliance documents, tracking, and storage, as well as the call recording functionality. These tools are ready to use immediately with a limited setup.