The Plus Suite
Who We Serve
Hit the ground running with a health insurance-specific management system on your side.
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’s Plus Suite of industry-specific solutions 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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"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."
"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."
"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."
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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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.
Efficiently import and process your commissions to ensure accuracy and uncover missing commissions.
Never miss upcoming policy renewal opportunities with workflow automation that streamlines renewal communications and assignments.
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.
House all of your carrier’s contact information and critical policy and coverage information in a centralized location to stay organized and efficient.
AgencyBloc serves health insurance agencies, group benefits agencies, and senior market insurance organizations regardless of size. We have independent agency, GA, IMO/FMO, call center, and carrier clients who benefit from our Plus Suite of solutions tailored to the industry.
AgencyBloc solutions can help health insurance agencies tackle enrollment season effectively, handle year-round tasks like policy tracking, renewal management, and commissions processing, and streamline their quoting and proposal processes.
Some of the specific benefits include:
To get started with AgencyBloc, you can request a demo or contact a sales representative to learn more about our Plus Suite of solutions. AgencyBloc offers multiple plans to fit your agency's needs.
AgencyBloc’s platform of solutions can help your employee and group benefits agency sell more, simplify benefits quoting, and retain your clients.
Learn how AgencyBloc’s suite of industry-specific solutions can help your senior market insurance agency grow and retain your book of business.
Learn ways to optimize your organization, grow your business, stay compliant, and retain clients more effectively than ever.
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