Health Insurance Policy Renewal Management Software

Easy-to-use automation tools for health insurance policy renewals.

A crucial piece of policy management is monitoring and, ultimately, converting upcoming health insurance policy renewals. An industry-specific agency management system (AMS) can help your servicing team keep policies current while creating a process to ensure renewals aren’t missed in the future.

Communication is key when it comes to renewing and retaining the policies of existing clients. The workflow automation tools in AMS+, an AgencyBloc solution, simplify this process by allowing your team to automate the steps and never miss a beat. Once the process is created, it’ll run independently. Alert your team of upcoming policy renewals and inform the policyholder about the upcoming changes so everyone stays informed.

Policy renewal Automated Workflow in AgencyBloc

Automate Policy Renewal Processes

Manage online policy renewals with policy-specific workflow automation. Trigger emails and agent task assignments to effectively communicate about upcoming renewals. Using automation to maintain consistent communication increases client retention and improves agent-client relationships.

Policy renewal Automated Workflow actions in AgencyBloc

Health Insurance Policy Renewal Example

A typical workflow process for policy renewals that could be set up in AMS+:

90 Days Before Renewal: Email the policyholder and create a task for the agent of record to reach out
60 Days Before Renewal: Email the policyholder and create a task for the agent to connect
30 Days Before Renewal: Email the policyholder and create a task for the agent to get a renewal submitted
14 Days Before Renewal: Email the policyholder and create a task for the agent

See Real Client Experiences

See All Testimonials

"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

"AgencyBloc has helped streamline pretty much everything—our business, our reporting, our policies. It has made our business flow so much better."

Sammantha N.
Next Step Insurance

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FAQs About Policy Renewal Tools in AMS+

What are the policy renewal tools in AMS+?
Policy renewal management in AMS+ enables health insurance agencies to track and automate the renewal process for both individual and group policies. These tools work for all health insurance policies, including:
- Group health, life, and vision insurance
- Group ancillary coverage
- Family health, life, vision insurance
- Family ancillary coverage
- ACA health and ancillary insurance
- Medicare coverage (all products)
These tools ensure that upcoming renewals are flagged, tasks get assigned, and communications are sent so nothing falls through the cracks.
How does AMS+ help my agency automate policy renewals?
Using AMS+, build automation that trigger based on renewal dates. These automations are fully customizable, reduce manual effort, and improve renewal rates.
Can AMS+ support both individual and group benefit policy renewals?
Yes. AMS+ is designed for group benefits, individual, family, and senior insurance agencies. Track all health insurance policies for both individuals and groups. For policy renewal best practices, segment by policy type (group vs individual), trigger renewal workflows accordingly, and track outcomes in one system.
How does the renewal workflow in AMS+ improve client retention?
Because renewals are proactive touchpoints, it's an opportunity to deepen client engagement. Automated communication and timely agent tasks ensure your agency reaches out ahead of renewal dates, addressing questions and showing value. These qualifications are standouts for health insurance client retention.
How do I get started using the policy-renewal workflow in AMS+?
Start by scheduling a demo with AgencyBloc. Once you have an AMS+ account, identify key renewal dates, set up triggers and actions (emails, tasks, etc.), and start automating renewal reach out. Be sure to monitor for results.

Health Insurance Policy Renewal Software