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Educational Resources for Life & Health Insurance Agencies

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Blog Compliance Strategies: How to Keep Your Insurance Agency Audit-Ready Practical steps to maintain insurance compliance, build audit-ready habits, and see how a CRM simplifies documentation and oversight.
Podcast Insurtech Building Blocs Podcast: Sam Melamed's Journey Through Insurance Innovation In this episode of the Insurtech Building Blocs podcast, host Cory Schmidt speaks with Sam Melamed about the evolution of Insurance-Forums.com, the importance of community in the insurance industry, and Sam's journey from agent to CEO. They discuss the significance of building a caring company culture, market trends in ancillary products, and the necessity of continuous learning in the ever-evolving insurance landscape.
Templates Cross-Sell Email & Text Message Templates for Agents & Advisors Use these plain-text insurance cross-selling email templates to provide more value to your individual and group business clients!
Blog 3 Benefits of AMS+ Rx Collect You May Have Missed If you're like most Medicare agents, you're always looking for ways to streamline AEP prep and better serve your clients, without adding more to your already full plate. Rx Collect can help you save time and work more efficiently in these three ways.
Blog From Prospect to Policyholder: Converting 26-Year-Olds Losing Health Coverage As a health insurance agent, you have the unique opportunity to guide 26-year-olds losing health insurance coverage through this critical transition. Keep reading to discover practical tips and actionable insights to navigate the challenges of this pivotal age group and how you can grow your business in the process.
Blog BlocBuilder 2025 Recap: In Case You Missed It (Or Want to Relive the Magic) BlocBuilder 2025 brought together insurance pros for industry highlights, networking, and big announcements, including what's next at AgencyBloc. Read the full recap and get details on BlocBuilder 2026 in Fort Lauderdale.
Podcast Insurtech Building Blocs Podcast: Navigating the Future of Medicare with John Greene In this episode of the Insurtech Building Blocs Podcast, host Cory Schmidt speaks with John Greene from Tri-Branch Resolution about his career in the insurance industry, insights from AgencyBloc's BlocBuilder 2025 conference, and the implications of the Inflation Reduction Act on Medicare. They discuss the challenges faced by agents in the Medicare market, the need for legislative changes, and the importance of political engagement for agents. John emphasizes the need for a more streamlined proc
Webinar Carrier Panel: Flexible Plans & Fresh Perspectives for the Small Group Market Join AgencyBloc for a virtual panel featuring Bravo Health Partners and Optimyl Benefits, two innovative carriers offering modern, flexible health plan solutions through Quote+. Hear how they're addressing the needs of today's small groups — and how you can position their offerings with confidence.
Blog Streamline Medicare Data Collection with AMS+ & Rx Collect See how AgencyBloc's AMS+ solution's built-in feature Rx Collect automates Medicare data collection for agencies, boosting efficiency and reducing errors through streamlined prescription and provider data gathering.
Webinar Lead Advantage Pro & AMS+ in Action: Real-Life Strategies for Medicare Success Join AgencyBloc & Senior Market Sales® (SMS) for a live webinar presentation to learn best practices when using the integration between AgencyBloc's AMS+ solution and Lead Advantage Pro.
Blog Understanding the AHIP Certification & How It Impacts Your Agency Overview of AHIP Medicare training, exam requirements, compliance impact, and how AgencyBloc's CRM keeps certification tracking seamless.
Blog 9 Frequently Asked Questions About AgencyBloc's Engage+ Insurance Websites Read through some of the frequently asked questions about AgencyBloc's Engage+ insurance websites for health, benefits, and senior insurance agents and agencies.

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