| Features |
Scale
(No longer available)
|
Grow |
Accelerate |
Elevate |
| Customer & Policy Management |
| Health, senior, & benefits-specific CRM |
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| Automated servicing workflows |
Premium |
Basic |
Premium |
Premium |
| Customer file & document management |
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| Prospect & Client Management / Communication |
| Click-to-text leads, individuals, and agents |
Premium |
Basic |
Premium |
Premium |
| Electronic SOA, ACA Consent, & ACA Attestations |
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| Appointment scheduler for leads and individuals |
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| Text & email appointment reminders |
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| Email inbox integration |
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| Calendar availability sync |
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| Rx Collect |
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| VoIP / Telephony |
| Call queues for leads |
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| Integrated VoIP |
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| Call recording & storage |
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| Lead Management |
| Lead post vendor integration |
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| Lead import tool |
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| Personalized lead dashboards & pipeline management |
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| Automated lead workflows |
Premium |
Basic |
Premium |
Premium |
| Automated lead assignment & routing |
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| Lead forms |
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| Marketing |
| Text messaging |
Premium |
Basic |
Premium |
Premium |
| Email marketing |
|
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| Landing pages |
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| Analytics & Reporting |
| Standard reporting |
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| Custom reporting |
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| Quoting & Enrollment Integrations |
| Connecture |
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| CSG Actuarial (Senior / Medicare) |
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| Ease |
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| Employee Navigator |
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| FEX Quotes (Final Expense) |
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| Lead Advantage Pro |
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| SunFire |
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| Other |
| Zapier integration |
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| Email forwarding |
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| Microsoft Outlook sync |
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| Direct Mail Manager |
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Schedule a 1:1 Demo of AMS+
Commissions+, an AgencyBloc solution, powerfully links agents, policies, and commissions data together so you can drastically reduce time spent processing, quickly identify missed commissions from carriers, pay producers accurately, and effectively analyze your financial data.
Packages are based on volume of transactions.
Request More Information
| Features |
Commissions+ |
| Import carrier data |
|
| Customizable rate tables for processing |
|
| Bonus, advance, and override tracking |
|
| Customizable payee schedules and defaults |
|
| Agent statements |
|
| Missed commission identification |
|
| Broker compensation reporting |
|
| Additional commissions & financial reporting |
|
Request Customized Pricing Info
Quote+, an AgencyBloc solution, empowers brokers to compare all types of group health insurance offerings—including community rated, medically underwritten, and ancillary—in one central place, create proposals, and securely and efficiently gather necessary information for enrollment.
Packages are based on volume of groups quoted.
Request More Information
| Features |
Quote+ |
| Quote medically underwritten, community rated, and ancillary products |
|
| Digital medical health questionnaire |
|
| Employer and employee data tracking |
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| Customizable benefit proposals |
|
| HIPAA-compliant enrollment forms |
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| Auto-filled carrier-specific forms |
|
| Automated form submission to multiple carriers at once |
|
| Medical condition, employee status, and plan selection reporting |
|
Request Customized Pricing Info