Products - Agency Management System/CRM for Health & Life Insurance | AgencyBloc

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AMS+ Agent & Agency Activity Tracking Utilize our activity tracking calendar to keep your insurance agency's tasks organized and ensure timely follow-ups with clients.
AMS+ Agent Management Streamline multi-agent communications with AgencyBloc's AMS+ solution to ensure agents stay on task and nothing is missed.
Quote+ AMS+ Integration When your quoting and agency management systems (AMS) work together, everything runs smoother. Quote+ integrates directly with AMS+ to streamline census collection, eliminate double entry, and ensure your group and employee data stays consistent from lead to enrollment and renewal.
Quote+ Automated Carrier Form Submissions Finalize group benefits enrollment by securely mapping chosen products and health data directly to the carriers via Quote+.
AMS+ Automated Lead Routing & Assignment Improve your lead and sales management practices with our targeted tools, designed to enhance conversion rates and grow your insurance business.
Quote+ Benefits & Census Reporting Use the pre-built reports in AgencyBloc's Quote+ solution to analyze your employee benefits agency or GA, gain crucial insights, and report on usage of plans.
Quote+ Benefits Plan Elections & Enrollment Manage employer group, employee, and dependent data in one location for streamlined processes and ensured accuracy.
Quote+ Building Proposals Quote+ turns your small group quoting data into polished, decision-ready proposals in just a few clicks — no reformatting or copy-pasting required. Structured for clarity and built with direct broker feedback, Quote+ proposals help employers make faster, more informed decisions.
Quote+ Carrier Form Mapping Quote+ automatically maps enrollment, elections, and employee health data to the right carrier forms — accurately, securely, and in seconds. With HIPAA-compliant mapping and a proprietary file system that tracks every submission, you can finalize enrollments faster and with confidence — no rekeying, no guesswork, no delays.
Commissions+ Commissions Reporting Enhance your commission management with detailed reporting features that provide transparency and insights into your agency's financial performance.
Quote+ Compare Plans Quote+ gives brokers and GAs the ability to compare ACA and medically-underwritten plan options — including those using GRx or MHQ-based underwriting — side by side, along with dental and vision plans. No more logging into multiple systems or rekeying employee data. One platform. One census. All your options.
Marketing Content Marketing Communicate the right message to your insurance leads, prospects, and clients at the right time with pre-built email, newsletter, and social media templates from the only purpose-built health insurance content library available.

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