AMS+

AMS+, an AgencyBloc solution, is a scalable, industry-specific management system that helps independent insurance agencies, GAs, IMO/FMOs, and call centers stay compliant and accelerate growth.

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Features Grow Accelerate Elevate
Customer & Policy Management
Health, senior, & benefits-specific CRM
Automated servicing workflows Basic Premium Premium
Customer file & document management
Prospect & Client Management / Communication
Click-to-text leads, individuals, and agents Basic Premium Premium
Electronic Scope of Appointment, ACA Consent to Contact, & ACA Attestations
Appointment scheduler for leads and individuals
Text & email appointment reminders
Email inbox integration
Calendar availability sync
Rx Collect
VoIP / Telephony
Call queues for leads
Integrated VoIP
Call recording & storage
Lead Management
Lead post vendor integration
Lead import tool
Personalized lead dashboards & pipeline management
Automated lead workflows Basic Premium Premium
Automated lead assignment & routing
Lead forms
Marketing
Text messaging Basic Premium Premium
Email marketing
Landing pages
Insurance Agency Websites * *For an additional cost *For an additional cost *For an additional cost
Analytics & Reporting
Standard reporting
Custom reporting
Quoting & Enrollment Integrations
Connecture
CSG Actuarial (Senior / Medicare)
FEX Quotes (Final Expense)
Lead Advantage Pro
Ease
Employee Navigator
Other
Zapier integration
Email forwarding
Microsoft Outlook sync
Direct Mail Manager

* Separate from AMS+ package pricing.

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Commissions+

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. 
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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

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Quote+

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.
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Features Quote+
Quote medically underwritten, community rated, and ancillary products
Digital medical health questionnaire
Employer and employee data tracking
Customizable benefit proposals
HIPAA-compliant enrollment forms
Auto-filled carrier-specific forms
Automated form submission to multiple carriers at once
Medical condition, employee status, and plan selection reporting

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See Real Client Experiences

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"I've been using AgencyBloc for 5 years. At first, I was very worried about the transition and learning the software, but AgencyBloc's staff is helpful, patient, and nice. Now, I wonder how I ever lived (and did my job as the one who pays the agents) without it. It makes my job a breeze! I would recommend AB to everyone."

Tiffany S.
Health Insurance Associates

"Since we began AgencyBloc over three years ago, we have been able to triple our book of business. The Commission Module alone has saved me thousands of dollars in payroll while decreasing human error. I'm confident that when I pay my agents, I pay them exactly what I promised. I highly recommend AgencyBloc for anyone looking to take their business to the next level."

Brian S.
South Dakota Senior Insurance