|
Built for Health, Medicare, & Benefits Agencies
Get tools and workflows that match how you actually sell, service, and retain clients, without endless customization.
|
Purpose-built for the insurance industry — designed around clients, policies, and communication.
|
A general contact database that requires heavy customization to fit insurance needs.
|
May cover basic policy and contact management — can be limited to specific carriers or lines of business.
|
|
Commissions Tracking & Processing
Accurate, automated commissions mean fewer errors, faster payouts, and confidence that your agency’s getting every dollar earned.
|
Adaptable commissions solution that automates imports, reconciliation, and payout tracking for your team.
|
No built-in commission functionality — requires manual tracking or third-party add-ons.
|
Often limited to downline reporting; lacks transparency and flexibility. |
|
Built-in Communication Tools (VoIP, Email Marketing, SMS)
Never miss a follow-up or renewal with complete records that capture every call, text, and email.
|
Includes integrated VoIP, email marketing, and SMS/text messaging to centralize client communication.
|
Requires separate systems or third-party integrations.
|
May include advanced communication tools, like email marketing, text messaging, and workflows.
|
|
Quoting & Enrollment
Faster, more accurate quoting helps you win business and serve clients with confidence without entering data over and over.
|
Integrated quoting and enrollment options through AgencyBloc solutions, like Quote+, or third-party integrations like SunFire or ConnectureDRX.
|
Requires access to external quoting tools or manual workflows.
|
Often restricted to carrier-specific links or one approved integration, meaning you’re dependent on your upline’s choices, not your agency’s needs.
|
|
Workflow Automation
Tired of the sticky notes and reminders? Automation ensures your tasks are not just done, they're done to your standard.
|
Built-in customizable workflow automation gives your team the tools to automate your processes in ways that make the most sense for your brand.
|
May have basic automation capabilities, but lacks insurance-specific triggers and actions.
|
May cover basic processes, like happy birthday or new client alerts, but is often limited for more complex requirements. When options are broader, they may require extensive automation know-how.
|
|
Compliance Tools
You have to stay compliant with federal regulations — do so without the headaches or worries.
|
Pre-configured compliance tools for essential documents, like the Scope of Appointment (SOA), ACA Consent, and ACA Attestations, are easy to send, electronically signed, and automatically stored.
|
Requires separate systems or third-party integrations.
|
Often restricted to only specific compliance documents, meaning you’re dependent on your upline’s choices, not your agency’s needs.
|
|
Ease of Scaling
Ready to take the next step? Use one system from start to scale to eliminate tech burdens and accelerate growth.
|
Built for single agents, small agencies, mid-to-large agencies, and uplines (including General Agencies, IMOs, and FMOs) to meet your needs at each stage of growth.
|
Requires heavy customizations that may need to be reconfigured during every stage of your agency’s growth cycle.
|
Often built for single agents or small agency teams, lacking the tools to help agencies scale.
|
|
Multi-User Management
Find a system that supports your whole team, helping you work as one.
|
Built-in security access definitions allow administrators to customize which employees see what information, keeping data secure and efficiency high.
|
Can support multiple users, but may lack per-user customization access or may require extensive customization.
|
Typically able to support multiple users, but may lack the ability to customize access for each individual.
|
|
Data Visibility & Reporting
Get the insights you need when you need them to set goals and track growth.
|
Includes tools for high-level overviews and trend management as well as in-depth reporting and trend analysis — all focused on health insurance needs.
|
Can support data analysis and reporting, but report templates or types lean generic.
|
Likely has built-in reporting capabilities, but will vary on how in-depth the tools are.
|
|
Integrations, API, & Security
A connected system improves efficiencies, reduces silo and manual entry, and empowers your team to work smarter.
|
Pre-built integrations and an open API let your tech stack integrate seamlessly and securely, supported by HIPAA and SOC 2 Type II compliance.
|
May integrate with chosen third-party tools; requires internal build-out and management.
|
May be restricted to upline-approved integrations, limiting your options for agency partnerships.
|
|
Onboarding, Ongoing Support & Education
Provide your team with the support they need to adopt new tools efficiently.
|
Every client is paired with a dedicated Client Success Manager as an ongoing resource and has access to an Academy video library, a technical Knowledge Base, and live Support via phone, email, and chat.
|
Often provides a help center, tutorial library, and/or a ticket-based support system for support and questions.
|
May require third-party assistance or ticket-based support, depending how much tech support the upline provides.
|