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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
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Compare and quote all types of health insurance offerings in one central place for streamlined benefits proposals and enrollment
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by "Health Insurance"
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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.
Blog
Top Tips From Health Insurance Brokers for Peak Productivity During Enrollment Season
We compiled tips and best practices from health insurance, Medicare, and group benefits experts on how they make Open Enrollment and Annual Election Period productive.
Templates
Consent to Contact Resources for Marketplace Brokers
Use these plain-text insurance cross-selling email templates to provide more value to your individual and group business clients!
Case Study
Health Insurance Shop, Inc.
See how the Health Insurance Shop, Inc. processes commissions more efficiently and spends less time running reports with the help of AgencyBloc.
Case Study
The Shields Agency
The Shields Agency shares their story of how they leverage AgencyBloc's tools like Sales Pipeline, Automated Workflow, and AgencyBloc's Commissions+ solution to save time and grow their business.
Case Study
Earn It Agent
See how Earn It Agent utilizes AgencyBloc and its features to increase client communication, save time locating client information, and cut client churn in half.
Case Study
Pruitt Agency
Learn how AgencyBloc's industry-specific AMS helped Pruitt Agency save 75% of their time processing commissions and boost sales 10% YOY.
Case Study
Northwest Farmer- Stockman, Inc.
Learn how AgencyBloc helps Northwest Farmer-Stockman, Inc. save 40 hours and over $3,000 dollars a month in time on agent calls, locating information, printing, and mailing documentation.
Case Study
Comfort Insurance & Finances
Learn how AgencyBloc helps Comfort Insurance & Finances save $5,000 a month on commissions processing and 50+ hours a month in managing their large agent base.
Case Study
InsureOne Benefits
Learn how AgencyBloc was able to assist InsureOne Benefits in moving over 250,000 individual records, 75,000 policies, 25,000 attachments, and create over 750,000 new activities in Automated Workflow to help the agents get started sooner.
Expert Series
Finding The Humanity in Healthcare with Jennifer Steves
Direct Primary Care (DPC) is a growing trend in the healthcare industry. AgencyBloc sat down with Jennifer Steves RN, Co-Founder and COO of The Town Doctor to discuss DPC, her mission of putting humanity back into healthcare, and how agents can partner with their local DPC providers.
Expert Series
Navigating the Chaos with Lynn Schreder
We had the opportunity to interview Lynn Schreder, Co-Owner of KHI Solution, about how agencies can navigate the chaos of the changing marketplace in 2018.
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