Benefits Plan Elections & Enrollment

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

Quote+ provides group benefits agencies and GAs with the tools to quickly update and manage employer group quotes, proposals, and carrier submissions during annual enrollment.

Manage employers, employees, dependents, and relations in one central location to create a comprehensive employee census that can be used within the quoting and enrollment process. Leverage the integration between AgencyBloc’s AMS+ and Quote+ solutions to securely and seamlessly send employee census data, eliminate the need for duplicate manual entry, and reduce human error. Use Quote+'s integrated medical health questionnaire tool to collect additional health-specific data necessary for medically underwritten plans.

Assigning bulk updates to plans in Quote+

Simplify Open Enrollment With Bulk Assignments

Eliminate the enrollment stress for employees without access to a computer with the bulk assignment tools in Quote+. Quickly assign coverage for the new year to employees participating in a passive enrollment, those not making any changes to their existing health plan, or those waiving any coverage.

Managing Employer Group Data

Manage demographic data, contact information, and current coverage for each employer group in the employer profile. Add the group’s current coverage to compare against new quotes and prices. Add as many lines as necessary to create a comprehensive view for the employer group.

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

Complete Employee & Dependent Demographics

Ensure your team has accurate information for your employers, employees, dependents, and relations. Leverage the integration with AMS+ and store census data from year-to-year to simplify future renewals.

See Real Client Experiences

See All Testimonials

"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

Explore Quote+

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

AMS+

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
Commissions+

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

Group Benefits Plan Enrollments & Elections