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The Plus Suite
AMS+
A scalable, industry-specific management system to help you stay compliant and accelerate growth
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Powerfully link agents, policies, and commissions data together to manage complex commissions structures efficiently
Quote+
Compare and quote all types of health insurance offerings in one central place for streamlined benefits proposals and enrollment
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Podcast
Insurtech Building Blocs Podcast: Episode 3
Tim Robinson, CEO at AgencyBloc and Cory Schmidt, CTO at AgencyBloc interview Dwane McFerrin, Senior Vice President, Med Solutions at Senior Market Sales (SMS). Dwane has helped position Senior Market Sales as a market leader selling Medicare Advantage and Part D in addition to Medicare Supplement. He is responsible for the strategic direction of the Medicare product line, carrier relationships, and a team of marketing consultants who support sales in excess of 600,000 new business applications.
Blog
Best Practices for Texting Health, Benefits, & Senior Insurance Consumers
Text messaging has become increasingly popular over the last decade. Learn how health, group benefits, and senior insurance agencies can use text messaging to increase sales and client retention.
Blog
How Group Benefits Agencies & Uplines Use AgencyBloc's Quote+ Solution
If you're a benefits insurance agency that sells to employer groups or a general agency (GA) that manages downlines, then it's essential to have tools that simplify group quoting and enrollment. AgencyBloc's Quote+ solution can help.
Blog
Health Insurance Compliance Automation 101
One thing we can count on in the health insurance industry is that change is always around the corner. With more changes and new regulations on the horizon, it's essential that health insurance agencies and uplines partner with industry-specific technology that prioritizes compliance automation.
Infographic
How to Use AMS+ for Sales, Servicing, & More
In this infographic, we'll outline the features of both the sales and servicing areas of AMS+ and how they can work together to make your insurance organization more streamlined and efficient than ever before.
Blog
Insurance Industry Bi-Annual Report: Trends and Current Events in 2024
Staying updated on life and health insurance trends is critical as an agent. Here are the latest trends and events in the insurance industry and what to look for in 2024.
Podcast
Insurtech Building Blocs Podcast: Episode 2
In this episode, Cory Schmidt interviews Amanda Brewton, an expert in the Medicare field for nearly 20 years. Amanda is the owner of Medicare Answers Now, a Field Marketing Organization in Cleveland, Ohio supporting agents in over 40 states and specializing in Medicare Advantage, Medicare Supplements, Part D Plans, and more. She continues teaching numerous courses across the country on Ethics, Business Development, Sales, Marketing, and many Continuing Education courses.
Guide
Scale & Succeed: How top-performing insurance agencies and uplines use AgencyBloc's Plus Suite to improve operations
In this guide, learn how successful health, benefits, and senior insurance agencies and uplines use AgencyBloc's Plus Suite of industry-specific solutions to streamline their processes, centralize efforts, and increase revenue.
Blog
Understanding the ACA Consent to Contact Standards of Conduct & How to Comply
A thorough review of the process life and health insurance brokers must follow to obtain consent from individuals, employers, and employees before providing assistance to Marketplace/ACA consumers.
Templates
Lead Nurturing Email, Text Message, & Workflow Recipes
Use these email, text message, and workflow automation templates to create a successful lead nurturing process and increase conversions for your independent health, benefits, or senior insurance organization.
Blog
Voice Over Internet Protocol (VoIP): What Is It and How Can You Implement It in Your Insurance Organization?
In this blog, we'll cover what exactly VoIP is, how you can use it in your insurance organization, and why it's important to consider an insurance-specific solution, like an industry-specific management platform.
Blog
A Breakdown of the Proposed CMS Ruling: Contract Year 2025 Policy & Technical Changes to the Medicare Advantage Plan Program
There has been a lot of discussion lately about the recently proposed rule by CMS that affects Medicare Advantage plans. Much of the conversation has related to the changes in commission structure, which includes capped commission payments for agents/brokers and potential impacts to upline organizations, like Field Marketing Organizations (FMOs).
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