Worried About Compliance?

Manage Data & Compliance Like These Experts

Single Medicare AgentSmall Medicare AgencySmall Group Agency

This Medicare agency strengthened compliance and achieved complete integration

MediSmart Advisors needed a solution to simplify compliance management and maintain accurate records. Since adopting AgencyBloc's platform, they've fully integrated their operations — now recording, saving, and archiving calls with ease — creating a seamless, compliant workflow that supports long-term confidence and control.

"I adopted AgencyBloc about a year ago, and I consider it exceptional. So as far as compliance, I am completely integrated now. I can record calls on demand, save them, and have an archival record of everything. If you're thinking about bringing in a CRM, whether it's AgencyBloc's platform or any other, don't wait too long." — Mark R.

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This healthcare agency improved data management and strengthened client relationships

Medicare Healthcare WE CARE sought a more effective way to organize information, enhance client interactions, and maintain compliance. After two years with AgencyBloc's solutions, they've streamlined how they track data, communicate with clients, and uphold compliance — creating a stronger, more efficient operation.

"We've used AgencyBloc solutions for two years now, and it's made a tremendous difference in how we track our information, interact with our clients, and stay compliant." — Jennifer Z.

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This insurance agency streamlined operations and strengthened compliance

Bravo Insurance Solutions needed a more efficient way to manage client data, maintain compliance, and keep group information current. With AgencyBloc's platform and its seamless integrations, they've centralized their data, simplified client communication, and improved accuracy — making everyday service faster, easier, and more reliable than ever.

"AgencyBloc has been an invaluable asset to our agency. It streamlines information and makes it easily accessible. The integrations with Ease are a huge help when it comes to keeping the info up to date on our groups. It does a wonderful job keeping us in compliance, from the ability to have pre-recorded messages for ACA and Medicare to recording and archiving the calls. The policy information and ability to pull up SOBs have made answering client questions a breeze. This is the best system we've ever used." — Michael B.

Organization & Compliance FAQs

FAQs About Compliance Tools in AMS+

• What is compliance management in AMS+ and why is it essential for health & benefits agencies?

  Compliance management tools are built into AMS+. They allow health, benefits, and senior market agencies to manage regulatory tasks:

  • Obtaining signed compliance forms (Scope of Appointment, ACA Consent to Contact, ACA Attestations)
  • Storing the signed documents
  • Recording and storing calls

  By using these tools, agencies reduce risk, stay audit-ready, and avoid manual compliance workflows scattered across folders and spreadsheets.

• Which compliance forms and workflows does AMS+ support out of the box?

  AMS+ has built-in compliance documents for:

  • Medicare Scope of Appointment (SOA)
  • ACA Consent to Contact
  • ACA Attestation

  Send the documents for signing to prospects and clients via email or text. Then, automatically store once signed, helping your agency maintain compliance coverage from day one.

• How does AMS+ handle storage, retrieval, and audit trails for compliance documentation?

  AMS+ allows you to automatically send compliance documents to prospects or clients, capture signatures electronically, and then store the signed forms directly on the contact's record. In addition, call recording, email logs, and workflow activities can serve as part of the audit trail, providing visibility for internal reviews or regulatory inspections.

• Can I use AMS+ workflows and automation to stay ahead of new regulations?

  Yes. AMS+ is specifically designed for the health, benefits, and senior insurance industry. It includes automated reminders, pre-built templates, and compliance workflows that align with evolving regulatory requirements. This allows your agency to adapt as rules change, without the worry.

• How do I get started implementing the compliance management tools in AMS+ for my agency?

  Begin by scheduling a demo where AgencyBloc’s experts will walk you through the compliance tools. You'll see the built-in compliance documents, tracking, and storage, as well as the call recording functionality. These tools are ready to use immediately with a limited setup.

Is compliance your goal?

Turn your goal of compliance and organization from "in progress" to "completed" with AgencyBloc.

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