Create and present employer-ready proposals that allow your clients to compare health insurance plans side-by-side.

Generating proposals is a crucial step in the selling or renewal process for employer groups. However, this step is often tedious when building proposals from scratch. Simplify this process by using the health insurance proposal tools in AgencyBloc’s Quote+ solution.

Pull together quotes from various carriers that offer medically underwritten and community rated health plans as well as ancillary products, like dental and vision. Edit the proposal spreadsheet to add the previous years’ plan data to create a complete picture for the employer group to consider. The proposals in Quote+ display extensive information, like:

  • The benefit information
  • The total and monthly employer costs for each product
  • The employee breakdown of cost, including the age-banded rate and composite rate

Once ready, present these quotes in a professional, employer-ready proposal allowing your client to compare the products and plans side-by-side. 

Proposal spreadsheet

Design Personalized Employer Group Benefits Proposals

Customize the benefit proposals to fit your company’s brand and ensure you include the information that is most pertinent to your group. Adjust the colors so they match your company and use the extensive filters to select which plan or product details are populated in the final proposal. 

See Real Client Experiences

"The software has streamlined how and what information we keep track of. What we appreciate most about AgencyBloc is, as they have grown they have not lost sight of what is most important when it comes to software and that is "Customer Service"."

Danette B.
Grace and Porta Benefits, Inc.

"The software is very user-friendly and it's very easy to train new employees. The new hires have a very small learning curve; they're up and running day one. Adding clients is very easy and quick. The stability of the software has been the best part of using AgencyBloc."

Denise M.
Choice Enrollment

"AgencyBloc has been our time-saver and has helped our agency truly organize all of our operations. Way back to when Steve first talked to us and Tasha trained us, every person at AgencyBloc has been so helpful. It really says a lot about who you guys are and what kind of company you run."

Alex C.
Comfort Insurance and Finances

"My bottom line is really that I wholeheartedly recommend this system."

Morten S.
InsMed Insurance Agency

"Since implementing Quote+, we've been able to significantly increase our companies under management and the premiums generated by them, while also decreasing our average sales cycle. We can now send initial quotes in 10-15 minutes after we get the census. Quote+ has been a huge benefit and advantage for us."

Clayton R.
Apollo Insurance Group

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