Securely manage and use employee census data with AgencyBloc’s Quote+ solution

Manage employers, employees, dependents, and relations in one central location to create a comprehensive employee census that can be used within the quoting and proposal processes. Manage and securely store the data, then map it to carrier forms with HIPAA-compliant software to save time and resources.

Quote+ allows brokers to track all of the employer and employee data they need to successfully sell and renew plans. 

Employer screen in Quote+

Managing Employer Group Data

Manage basic demographic data, contact information, and current coverage(s) for each of your employer groups in the employer profile. Add the group’s current coverages to compare against new quotes and prices. Add as many lines as necessary to get a comprehensive view of what the group currently has.

Screen from Quote+ showing how you can add employee and dependent information

Gathering Employee & Dependent Demographics

Ensure you have accurate information for your employers, employees, dependents, and relations. Use the secure Quote+ medical health questionnaire tool to gather more specific data for medically underwritten quotes. 

Manage the employee census and securely map the data you gather to carrier forms to complete the enrollment process. After plans are in place, you can store that data from year to year to simplify future renewals.

See Real Client Experiences

"We service approximately 45-50,000 employees and around 200 groups with this system. I believe (and I have investigated) that this is the best system in the market place that you can use to service your customers. The customer service is second to no one. I highly recommend them to everyone."

Jay B.
Insurance Benefits Consultants LLC

"I started asking other agents what they use and one agent highly suggested AgencyBloc. There are so many wonderful features that AgencyBloc offers. It is geared specifically toward agents and commissions tracking has been a breeze. The customer service is effective and efficient. I highly recommend it!"

Kim G.
DBG Financial Group, Inc.

"We moved to AgencyBloc from another platform, and the transition was painless. Can't say there is anything I don't like. We have better client organization, tracking, in-office communication, and processing which has increased productivity greatly. It's super user-friendly and a great platform to keep business organized."

Nathan A.
Hutchison Insurance Services

"We've been using AgencyBloc now for about 5 years. AgencyBloc has been a really big blessing for us to have a comprehensive system in place. As the years have passed and our agency has grown, AgencyBloc has made this growth a lot easier to handle."

Heather S.
Knapschaefer 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.

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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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