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Educational Resources for Life & Health Insurance Agencies

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Free Resources 2025 ICHRA Report: Cutting Through the Confusion Individual Coverage Health Reimbursement Arrangements, or ICHRAs, are a buzzword right now. Do you understand them? Our report provides insight into what ICHRAs are, who they benefit, and whether they're here to stay.
Blog The ICHRA Shift: 4 Takeaways You Need to Know We surveyed AgencyBloc clients to gain a better understanding of their familiarity with Individual Coverage Health Reimbursement Arrangements (ICHRA) and how much they plan to sell them during enrollment season.
Webinar Let's Talk Savings: Level-Funded Group Health Plans & Rx Cost Reduction Join guest panelists Bill Hepscher and Marcie Strouse to dive into level-funded group health plans, group Rx costs, and how you can save your small group employers money during this year's enrollment season.
Podcast The Role of Brokers in Healthcare Savings & Drug Pricing with Bill Hepscher In this episode of the Insurtech Building Blocs podcast, Cory Schmidt welcomes Bill Hepscher, founder of the Canadian Medstore, to discuss Bill's unique journey into the healthcare industry, the challenges of navigating prescription drug costs, and the logistics of importing medications from countries like Canada.
Blog The 6 Myths of Level-Funded Group Health Insurance Plans Breaking down common misconceptions about Level-Funded Group Health Plans to help agencies market them as an attractive insurance option for their business.
Blog Engage+ Early Adopter Journal: May 2025 Edition See what we're learning from the Engage+ Early Adopter Program — real client feedback, early wins, and how it's shaping the future of digital marketing for insurance agencies.
Blog Email Marketing Best Practices for Insurance Agencies How to create, send, and automate effective, compliant email campaigns for your insurance agency using AMS+ and Engage+.
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, CTO and Co-Founder, speaks with Sam Melamed about the evolution of Insurance-Forums.com, 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.

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