Leverage insightful reports for group benefits and employer census management with Quote+.

For agencies and GAs that service the employee benefits space, it’s essential to have reporting and data analysis tools for your business and your employer groups.

AgencyBloc’s Quote+ solution was designed specifically for the employee benefits space. The pre-built reports in Quote+ are split into two categories: agency or GA-focused reports and reports for employer groups. Run agency or GA reports that focus on criteria, like:

  • Upcoming group policy renewals
  • Employee status information — have they completed their current enrollment?
  • Employee census information
  • General agency-specific reports for downline activity and business growth

Pull employer-ready reports that provide summaries about:

  • Medical conditions
  • Prescriptions
  • Tobacco use
List of employee benefits report options in Quote+

Comprehensive Employee Benefits Reporting

Dive deeper into upcoming group renewals and provide employer groups with more insight into their plan usage and enrollment. The pre-built reports in Quote+ include:

  • Activity Reporting
  • Medical Condition Summary
  • Rx Summary
  • Group Health Audit
  • BMI Comparison
  • Tobacco Use Comparison

See Real Client Experiences

"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

"AgencyBloc has helped streamline pretty much everything—our business, our reporting, our policies. It has made our business flow so much better."

Sammantha N.
Next Step Insurance

"AgencyBloc is very user-friendly, great to keep your book of business in order, and easy to assign things to agents. They are reasonably priced, and it'll help you build your business."

Aurora C.
Benefit Management Associates

"We have been using AgencyBloc for about a year and a half. We've had a great experience so far and within that timeframe, we have been able to recover $69,000 in missed commissions, which has been amazing."

Becca D.
United Producers Group

"AgencyBloc is our everything. It powers the operations of our entire agency. You can create a workflow for literally anything. We have workflows running in the background for every aspect of our business. Since moving to AgencyBloc, we have never missed a deadline; nothing has fallen between the cracks."

Ashley M.
Next Level Insurance

Looking for more? Explore the Plus Suite of industry-specific solutions.

  • AMS+, an AgencyBloc solution, is an all-encompassing, industry-specific sales and servicing agency management system designed to help your team increase sales, improve client retention, and stay compliant.

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  • 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.

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