The #1 Recommended Agency Management System for Life and Health Insurance Agencies

Hit the ground running with a health insurance-specific AMS on your side.

AgencyBloc account management

Take On Open Enrollment (and the Rest of the Year) With Confidence

When it comes to health insurance, your clients need timely guidance and advice – and your agents need to be able to find the information they need when they need it.

AgencyBloc gives you the tools you need to stay organized and efficient throughout OEP (and year-round) so that you can grow and retain your book of business.

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An AMS That Helps Your Health Insurance Agency Accomplish More

  • Automation icon

    Workflow Automation Software

    Save time on managing agent licenses and certifications, assigning tasks, onboarding new hires, and more with our strategic Automated Workflow functionality.

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  • AgencyBloc icon

    Insurance Customer Relationship Management

    Spend less time customizing your CRM and more time selling insurance with an AMS that has the features you need to manage your client relationships successfully.

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  • Commissions icon

    Missed Commissions

    Efficiently import and process your commissions to ensure accuracy and uncover missing commissions.

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  • Renewal icon

    Policy Renewal

    Never miss upcoming policy renewal opportunities with workflow automation that streamlines renewal communications and assignments.

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  • Policies icon

    Policy Management

    Keep all of your client’s policy information in one place, stay up-to-date on policy changes, and easily differentiate between every policy they have.

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  • Relationship icon

    Account and Client Management

    House all of your carrier’s contact information and critical policy and coverage information in a centralized location to stay organized and efficient.

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What Other Health Insurance Agencies Are Saying...

  • George D.

    "I looked at several agency management systems and selected AgencyBloc because of the price, it's industry-specific, and it's easy to use. I can access my data anywhere, do business anywhere, and the system keeps things fast and in order for me. "

    —George D., Danielhealth

  • Tammy M.

    "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

  • Melany P.

    "Thanks to AgencyBloc, 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."

    —Melany P., The Integrity Group

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Selling more than health insurance? Learn about other lines of business we serve.


  • Group Benefits

    AgencyBloc can help your employee and group benefits agency stay organized and optimized. Learn how here.

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  • Life Insurance

    Life insurance agencies need a platform to make agency management easier, not more complicated. Here's how we can help.

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  • Senior Market Insurance

    Learn how AgencyBloc can help your senior market insurance agency grow and retain your book of business.

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