Create and present employer-ready proposals that allow employer groups to compare multi-carrier health insurance plans side-by-side

Generating proposals is a crucial step when selling or renewing group insurance plans. However, this step can be tedious when building proposals from scratch. Simplify this process using the customizable health insurance proposal tools in AgencyBloc’s Quote+ solution.

Shop and compare quotes from various carriers that offer plans for medically underwritten, community rated, and ancillary products, like dental and vision. For a complete picture, edit the proposal spreadsheet to add the data from previous years’ plan(s). 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

Quote+ can streamline your team's quoting and enrollment process for group benefits. Use AgencyBloc's Quote+ calculator to identify the potential savings for your agency.

Proposal spreadsheet

Design Personalized Employer Group Benefits Proposals

Customize the benefit proposals to fit your company’s brand and ensure you include the most pertinent information. Adjust the colors to 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 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.

    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