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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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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.
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
Lead Management Best Practices for Insurance Organizations
Streamline the lead acquisition, nurturing, and conversion processes at your insurance agency, GA, IMO/FMO, or call center with these lead management best practices.
Blog
The Medicare Agent's Guide to Electronic Scope of Appointment Management
The Scope of Appointment (SOA) is a federally required form for all new and renewal sales appointments with a Medicare insurance agent. This blog discusses everything Medicare agents, agencies, GAs, and IMO/FMOs need to know for Scope of Appointment compliance.
Blog
2024 Insurance Conferences To Attend
As we get into a new year, it's time to start planning for which health, benefits, and senior insurance industry conferences and tradeshows would be most valuable to attend. Read this blog to see our top recommendations for networking, technology, and more!
Blog
2024 HSA Contribution Limits: What You Need to Know
Learn everything you need to know about 2024 HSA contribution limits to better support your clients.
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