An insurance industry-specific CRM to help streamline the management of your business.

Customer Relationship Management (CRM) software is a tool businesses use to manage client relationships and services. CRMs offer many benefits, including:

  • Contact management (clients, leads, prospects, etc.)
  • Communication tracking with agents, clients, and prospects
  • Activity tracking and task assignment 
  • File, compliance form, and document management 
  • Email marketing
  • Text messaging
  • Reporting
  • Workflow automation

Insurance-specific CRMs allow businesses in the health insurance space to manage their entire book of business, end-to-end, with sales enablement, client management, and policy management tools to create goal-oriented processes. 

AMS+, an industry-specific agency management system, is built for the health insurance industry and includes required fields and categories without the hassle of extensive customizations. Plus, the system is built with compliance and other industry focuses in mind.

Policy detail screen in AgencyBloc

The Industry-Specific Difference

When comparing an industry-specific agency management system (AMS) with a generic solution, there are three significant differences:

  • Which industry it's specifically built for
  • What features it includes
  • How productive it makes your team

Generic solutions are built for businesses at large. Any size business and industry can use them, but they require customization and time. 

Policy graphs in AMS+

Top-Tier Insurance Policy Management Tools

Policy management is the basis of any health insurance business. Create a comprehensive view of your policy breakdown and monitor high-level graphs in AMS+ to view:

  • All policies by status
  • All in-force policies
  • In-force policy saturation
  • New policies

Chris G. and Northwest Farmer-Stockman logo

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.

 

Read More

Explore More Insurance Software Options

Looking for more? Explore the Plus Suite of industry-specific solutions.

  • AMS+, an AgencyBloc solution, is an all-encompassing, industry-specific sales and servicing agency management system designed to help your team increase sales, improve client retention, and stay compliant.

    Learn More

  • AgencyBloc’s Commissions+ solution streamlines commissions processing and management, saves your team serious time, and can help you uncover thousands of dollars in missing compensation.

    Learn More

  • Quote+, an AgencyBloc solution, is an all-in-one quoting, proposal generating, and enrollment tool for benefits agencies to streamline sales and renewals.

    Learn More

Explore More Customer & Policy Management Solutions

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Patrick A.
Don Allred & Associates, Inc.

"When we moved to AgencyBloc, we found both historical and current data, and all of our client communication were all in one location. It was a major improvement in our processes and also in our agency."

Doreen M.
Business Benefits, Inc.

"AgencyBloc's ease of use is critical for me. The layout is user-friendly and easy to navigate. It's taken my 10-hour workday down to only 7.5 hours!"

Charline C.
PTI Consulting Services LLC

"I've been using AgencyBloc for about three years now. It keeps me organized. I couldn't exist without it! Thank you, AgencyBloc, for making my life more organized and productive."

Linda R.
Medicare For Me, LLC.

"I recently brought on another agent, and I realized that it was time that I needed a system, and this is what brought me to AgencyBloc. This was my first Open Enrollment season with the system, and for once, I felt like I had a handle on all the incoming business. If you're on the fence about whether or not it's time to get a system, go for it. I personally wish that I would have done this years ago."

Jenny P.
Shine Benefits