Insurance VoIP & Click-to-Call

Simplify prospecting and communication efforts with integrated, insurance-specific VoIP functionality in AgencyBloc’s AMS+ solution.

Over the last few years, VoIP (Voice over Internet Protocol) has become essential to the success of sales teams. Centralize these efforts with an insurance-specific phone system built directly into your agency management system.

AMS+ provides your team with many of the VoIP features you already love as well as compliance-specific functionality for the health insurance industry. Leverage key features, like:

Click-to-call dialer (for leads, prospects, and clients)
Video conferencing
Ring groups
Voicemail drops
Interactive voice response (IVR)
Call queues
Call forwarding
Automated phone recordings — great for pre-recorded compliance messages for CMS!

Click-to-Call Dialer

Utilize the built-in dialer in AMS+ to stay connected with leads, prospects, and clients. When the dialer launches, navigate to your notes to stay informed and make updates. Once the call is complete, AMS+ will automatically attach the call recording to the lead or client’s profile for easy access and simplified compliance.

Compliance-Focused Pre-Recorded Messages

Compliance is essential for health insurance agencies, GAs, IMO/FMOs, and call centers. Create custom playable recordings in AMS+ to automatically play compliance-focused messages, like those for CMS. You can also share business-related news, like when your office is closed, enrollment season notices, or when you’re receiving a high volume of calls.

Explore More Sales Enablement Solutions

Looking for more? Explore the Plus Suite of industry-specific solutions.

Commissions+

AgencyBloc’s Commissions+ solution streamlines commissions processing and management, saves your team serious time, and can help you uncover thousands of dollars in missing compensation.

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Quote+

Quote+, an AgencyBloc solution, is an all-in-one quoting, proposal generating, and enrollment tool for benefits agencies to streamline sales and renewals.

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