AgencyBloc Platform
Full Plus Suite of insurance-specific solutions
AMS+, Agency Management System
All-encompassing, industry-specific sales and servicing agency management system
Commissions+
Streamlines processing and management, saves your team time, and helps you uncover thousands of dollars in missing money
Engage+
Ready-for-you insurance digital marketing tool for streamlined communication and engagement
Quote+
Accelerates small group quoting and enrollment, helping agencies and GAs manage employee benefits
AgencyBloc’s Plus Suite replaces the chaos of spreadsheets and siloed systems with an all-in-one platform built to help health & benefits agencies scale — without the overwhelm.
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Stay organized with a complete agency management system built for insurance — including powerful CRM tools for client & policy management, compliance, and activity tracking.
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Use AgencyBloc's done-for-you website and pre-built content library to attract, educate, and convert prospects online.
Work more efficiently with a purpose-built AMS that integrates with your quoting and enrollment tools, eliminating duplicate manual entry.
Take the headache out of tracking commissions with tools designed to save you time and find missing dollars.
Juggling too many tools and scattered data slows you down and stalls growth.
Reporting System Scheduler Spreadsheets Policy Management System Call Recording System Social Posting Tool Email Marketing Tools Shared File Drive Document Management Text Message Tool Commissions Tool
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Get the #1 Recommended Growth Platform for health & benefits agencies... and finally exhale. It's agency management, quoting, commissions, and marketing solutions in one secure, compliant space.
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This isn't a generic CRM you have to manipulate. It's a full agency management system built for life and health insurance agencies where you can track every client, policy, task, and interaction.
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Connect with prospects and clients with a compliant website and targeted, timely campaigns synced to your CRM and pipeline.
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Compare plans, complete enrollments, and maintain accurate data. Whether you use our quoting solution or another third-party platform, it all syncs with AMS+.
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Reconcile carrier statements, track agent splits, and spot missed commissions — all in one system built to simplify and speed up your process.
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HTA Insurance Services was tracking data across disconnected systems, impeding potential growth. After switching to AMS+, they've centralized their book of business, automated client connections, and can now truly trust their commissions data.
"AgencyBloc's solutions allow us to be nimble, make adjustments quickly, and continue to evolve our business." — Tracy R.
See what we can do for your Medicare agency
Apollo Insurance Group previously spent a significant amount of time communicating with carriers, running quotes from each carrier's site, and uploading each employee individually. Since adopting AgencyBloc's solutions, they're able to move more efficiently, stay competitive in their offerings, and improve client satisfaction.
"We've been able to significantly increase our companies under management and the premiums generated by the companies we manage, while also decreasing the average sales cycle that we have." — Clayton R.
See what we can do for your group benefits agency
Pruitt Agency used a combination of a CRM and spreadsheets, lacking a centralized, secure place to track client, commissions, and agent data. With AgencyBloc, they can now find and report on their data in seconds, eliminating manual processes and reallocating saved resources to revenue-generating activities.
"It's been very helpful for touching base with our clients, staying current with our data, and keeping us organized." — Tammy H.
See what we can do for your individual / ACA agency
Use AgencyBloc's technology to stay ahead. Set up reminders, trigger emails, and assign actions without extra tools or complicated setup.
"We were losing prospects and losing business. There is never going to be a good time to change your CRM. It was the beginning of Medicare OEP and our busiest time, but it was the best decision I've made for this agency. Our last Open Enrollment was up 400% over the prior year."
"AgencyBloc's platform is the most functional and advantageous tool at one of the most economical prices. We now pay over 200 brokers and agents on a monthly basis, cut processing time by 30%, and increased our volume 10 times."
"Our office has been able to focus our efforts on selling more policies and spending more time interacting with our clients. Our sales are up 11% in the last year. Moving to AgencyBloc upgraded our ability to interact with our clients, our mental health, and our workflow. I'm so happy we made the switch. My only regret is that we didn't do it sooner."
"For years, I spent over 50% of my time trying to manually track clients and to-do lists and all that kind of stuff. AgencyBloc has literally changed my entire business and my whole sales process. I cannot recommend it more highly."
"We've been able to cut our time processing commissions by 75%, saved nearly $33,000 every year in employee time, and have gained 90 hours back every month. Switching to AgencyBloc was the best decision I made as a commissions manager."
HIPAA compliant and audited regularly for HITRUST / SOC 2 Type II
If you have questions or can't find what you need, feel free to reach out to us through our Contact Us page or at 866-338-7075. We're here to help!
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AgencyBloc's Plus Suite is an all-in-one platform built specifically for health, life, and group benefits insurance agencies. It combines a CRM, marketing automation, quoting and enrollment tools, and commissions processing to help agencies streamline operations and grow more efficiently.
AMS+ acts as the central CRM, giving agencies one place to track prospects, clients, policies, carriers, and agents. It includes task automation, workflow management, and compliance tracking features, helping agencies reduce manual work and maintain accurate, audit-ready records.
Yes. Engage+ provides tools for building agency websites, sending professional email campaigns, and using pre-built content to connect with clients. This helps agencies increase engagement, improve retention, and maintain consistent communication without relying on third-party tools.
Quote+ is AgencyBloc's all-in-one quoting solution that streamlines how small group benefits agencies quote and enroll their clients. Quote+ allows you to compare multiple carriers and product types, including medically underwritten, community rated, and ancillary products, in one place. It simplifies the entire process by syncing data across platforms, making it faster and more accurate for agents to generate quotes, manage benefits elections, and complete enrollments. Don't sell group benefits? AMS+ has integrations with leading Medicare quoting & enrollment platforms to make that process easier as well.
With Commissions+, agencies can import carrier statements, automatically reconcile payments, and generate detailed reports. The tool flags missing commissions, helps track down discrepancies, and saves significant time compared to manual spreadsheet tracking.
Yes. AgencyBloc is HIPAA-compliant and undergoes regular HITRUST and SOC 2 Type II audits. Agencies can trust that their sensitive client and business data is protected under strict security standards.
An AMS, or Agency Management System, is SaaS solution built to help insurance agencies organize, automate, and streamline their daily operations. It serves as a central hub for managing client data, policies, communications, commissions, reporting, and more. With the right AMS, such as AgencyBloc's AMS+, agencies can improve efficiency, strengthen client relationships, and drive long-term growth.