Overview

Feature-Rich Group Benefits Quoting & Proposal Tools

Quote+ provides group benefits brokers with the ability to quote, gather medical health questionnaires, and create employer-ready proposals all in one centralized location. Through the guided process, brokers can reduce their time spent managing, enrolling, and servicing their group benefits clients every renewal season by up to 50%. 

Gather quotes for medically underwritten and community rated plans as well as ancillary products from a variety of carriers, then compare them side-by-side. Once selections are made, quickly map the chosen products directly to carrier forms and send them through our HIPAA-compliant software.

Benefits

  • Multi-carrier online marketplace with extensive product and plan library
  • Medically underwritten, community rated, and ancillary product quoting
  • Medical health questionnaire surveys
  • Employer and employee data tracking
  • Customizable employer-ready benefit proposals
  • Optimized data & HIPAA-compliant forms for enrollment
  • Auto-filled carrier-specific forms built directly into Quote+
  • Automated form submission to multiple carriers at once
  • Reporting
Clayton Rhodes Headshot

Featured Quote+ Video Testimonial

Apollo Insurance Group

Discover how Apollo Insurance Group has been able to send initial quotes in 10 to 15 minutes after receiving the census with the help of Quote+, an AgencyBloc solution.

 

Watch the video testimonial

Have Questions?

FAQs About Quoting & Proposals

Quoting & Proposals FAQs

  • Creating insurance proposals can be time-consuming for group benefits agencies, especially when pulling together multiple plans and options. To prepare a thorough proposal, be sure to include a range of options relevant to the group and extensive details on each that are easy to sift through. Quote+, an AgencyBloc solution, makes the process of quoting and generating proposals easier. Quote+ quickly allows you to pull quotes for a multitude of carriers and presents them in a digestible, professional manner.

  • Quote+ is built to streamline the small group quoting and proposal process to make renewal season easier. Input demographic data about employers, employees, and dependents in one place as well as policy effective dates and policy renewal dates. You will also be able to quickly compare community rated, medically underwritten, and ancillary products in one space. The secure, online interview feature streamlines the medical health questionnaire process and provides the data brokers need for groups, employees, and dependents. Schedule a demo today to see how Quote+, an AgencyBloc solution, can work for you.

  • Quote+, an AgencyBloc solution, is HITECH and HIPAA-compliant as well as HITRUST certified. AgencyBloc solutions are housed on HIPAA-compliant AWS servers, are annually audited for SOC 2 Type II certification, and all data is bank-grade encrypted and constantly backed up in multiple locations. All AgencyBloc accounts are password protected with two-step authentication options. Learn more about our data security protocols.

Looking for more? Explore our suite of industry solutions.

  • AMS+, an AgencyBloc solution, is an all-encompassing, industry-specific sales and servicing management solution designed to help your team be more efficient, increase sales, and improve client retention.

    Learn More

  • AgencyBloc’s Commissions+ solution streamlines commissions processing and management, saves your team serious time, and can help you uncover thousands of dollars in missing compensation.

    Learn More

See Real Client Experiences

"I’ve been with Agency Bloc for 3 years now; they have nailed it as far as what is needed for a health insurance agency! I recommend you sign up for the commissions piece because AgencyBloc makes it easy to track how I’m getting paid. With a few simple clicks, you can see your entire commissions report! AgencyBloc saves me so much time and it’s accurate. NO more missing commissions!!"

Kay G.
Goodemoot Benefits Solutions

"I've been using AgencyBloc for 2 years, and I'm extremely pleased with it. AgencyBloc is easy to use and it's flexible—two things I significantly value. The reporting feature allows us to manage and analyze all of our data. Automated Workflows lets us automate our daily, monthly, and yearly tasks making us more efficient to reduce workloads and overhead costs. I highly recommend AgencyBloc as your agency management system."

Patty P.
My Benefit Advisor

"I truly love AgencyBloc as it has replaced my book of business calendar, provided me ways to keep track of client information, and much more!"

David J.
Arison - Ference Insurance Services

"We've been using AgencyBloc for about a year now, and I highly recommend taking the plunge and adding it to your tools to help you grow your business, stay organized, and automate your processes. It's been a lifesaver for me."

Allison P.
Insurance by Price, LLC.