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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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Blog
Employee Benefits Revolution Report: Unveiling Trends, Tech, & Today's Workforce
Learn about seven of the hottest trends for group benefits plans, then download the report for a deeper dive into how agencies can make the most impact this year to sell more, retain more, and grow.
Webinar
6 Ways to Automate Your Sales Efforts Using AMS+
Sales are crucial to the success of any health insurance agency or upline. But are your sales efforts both effective AND efficient? Join us to learn how your team can automate your sales processes and, ultimately, sell more.
Blog
How to Efficiently Quote, Propose, & Enroll Small Groups at Your Benefits Agency
In this blog, we'll discuss the tools health and group benefits agencies use to quote and enroll clients, how AgencyBloc's Quote+ solution can help streamline this process, and how general agencies can also take advantage of Quote+.
Podcast
Insurtech Building Blocs Podcast: Episode 5
In this episode, Tim Robinson and Cory Schmidt recap the BlocBuilder 2024 conference. BlocBuilder 2024 was a powerful event where AgencyBloc team members, customers, and partners came together in Atlanta for 3 days of leadership meetings, educational sessions, and 1-on-1 meetings.
Guide
The Insurance Agency's Guide to Lead & Sales Management
In this guide, you'll learn how to close more deals by choosing the right sales methodology, processes, and tools for your team.
Guest Blog
What It Takes to Get Started As a Medicare Agent
Are you interested in becoming a Medicare agent but unsure where to start? This blog is your complete guide. Learn about getting your license and E&O insurance, finding the right upline, contracting with carriers, figuring out commissions, and so much more!
Blog
How to Find Your Insurance Organization's Best, Most Profitable Lead Source
Identify your most profitable lead sources with our targeted data analysis and reporting tools, helping your insurance agency maximize ROI.
Podcast
Insurtech Building Blocs Podcast: Episode 4
In this episode, Tim and Cory share their experience at Medicarians Vegas 2024, an event with 3,000+ attendees across the senior health, wealth, and agetech ecosystem. Our hosts also dig into the recent CMS ruling and the effect it may have across the entire insurance industry.
Templates
Agent Retention-Focused Email Templates + Workflow Recipes
Use these agent retention-focused email templates and workflow recipes to ensure your agents are supported and informed.
Blog
The Sales and Marketing Metrics Your Insurance Agency Should Track
Learn about the critical sales and marketing metrics that your insurance agency should be tracking to optimize performance and growth.
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.
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