Securely gather individual medical health data to find complete and comprehensive medically underwritten plans.

If you offer medically underwritten, level-funded, or self-funded plans, then it’s essential to have a way to quickly and securely gather employee medical health data and prepare that data for streamlined carrier enrollment.

Use the online health interview tool in Quote+ to securely gather demographic data, medical history information, and data for covered employees, dependents, and relations. Securely store this data within Quote+, then map the information to carrier forms and send it through our HIPAA-compliant software. With this information, you can easily pull medically underwritten quotes for consideration and speed up the process for enrollment. 

Image showing Medical Health Questionnaire options in Quote+

Workflow Automation for Medical Health Questionnaires

Gathering medically underwritten quotes does require employees to go through medical health underwriting — a process that takes time, management, and coordination from the broker. Centralize this process in Quote+ and manage it hands-off with built-in automation. Set up open dates for employees with triggered emails that welcome them to the process and ensure they complete their interviews.

See Real Client Experiences

"Fabulous software—we love it and feel so much more organized! The customization for fields is my favorite part, because even though the framework there is fabulous, every broker has different things that you need to track for clients."

Kayla F.
CuatroBenefits

"Being this is my first agency management system, AgencyBloc has been a very easy program to use and understand. Their service has also been outstanding! I couldn't be happier with my experience with AgencyBloc."

Michael M.
Helpyourselfinsurance.com

"I've been using AgencyBloc for over 8 years now and it is so worth the switch. They have implemented new, useful tools and it seems like they are always working on new things to make it better. The reps are great and they are always a quick response away for a question or concern."

Nicole T.
KHI Solutions

"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

"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.

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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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