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Start AgencyBloc & Stop the Overwhelm

AgencyBloc wants to help your team connect the dots between all of your technology needs. We integrate with leading quoting and enrollment tools on the market to help your agency streamline your workflow.

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See the AgencyBloc Difference

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Example: A Connected Sales Process

Whether you're selling new business or renewal, the process is roughly the same. But if the tools don't talk, this process is difficult, time-consuming, and incredibly manual. Connect your sales, quoting, enrollment, and retention tools all together to easily flow from one step to the next.

Connect Your Tools Now

Create an End-to-End Sales Experience

Connect the dots of your sales, quoting, enrollment, and retention efforts to create a process that cuts down on busywork and makes it easy to provide top-notch service to your clients.

Quoting & Enrollment Resources

Learn ways to optimize your organization, grow your business, stay compliant, and retain clients more effectively than ever.

See All Resources

Carrier Panel: Flexible Plans & Fresh Perspectives for the Small Group MarketWebinarCarrier Panel: Flexible Plans & Fresh Perspectives for the Small Group Market
Lead Advantage Pro & AMS+ in Action: Real-Life Strategies for Medicare SuccessWebinarLead Advantage Pro & AMS+ in Action: Real-Life Strategies for Medicare Success
The Agent's Guide to Understanding Qualifying Life Events (QLEs) for Health InsuranceInfographicThe Agent's Guide to Understanding Qualifying Life Events (QLEs) for Health Insurance
Questions to Evaluate Quoting & Enrollment VendorsChecklistQuestions to Evaluate Quoting & Enrollment Vendors
Calculate Your Savings with AgencyBloc's Quote+ SolutionCalculatorCalculate Your Savings with AgencyBloc's Quote+ Solution
How to Efficiently Quote, Propose, & Enroll Small Groups at Your Benefits AgencyBlogHow to Efficiently Quote, Propose, & Enroll Small Groups at Your Benefits Agency

Quote & Enroll Like These Pros

This insurance group accelerated quoting and expanded business growth

Apollo Insurance Group wanted a faster, more efficient way to manage quotes and drive new opportunities. Since implementing AgencyBloc's Quote+, they've increased the number of companies under management, boosted premium volume, and shortened their sales cycle — delivering initial quotes in as little as 10-15 minutes.

"Since implementing Quote+, we've been able to significantly increase our companies under management and the premiums generated by them, while also decreasing our average sales cycle. We can now send initial quotes in 10-15 minutes after we get the census. Quote+ has been a huge benefit and advantage for us." — Clayton R.

Watch the video testimonial

Quoting & Enrollment FAQs

Quoting FAQs

  • Quote+ simplifies small group quoting by centralizing the entire process. Gather employer and employee data, compare plans, and prepare proposals all in one location. Brokers can input demographic data about employers, employees, and dependents once, eliminating redundant data entry across multiple systems.

    With built-in medical health questionnaires, Quote+ securely collects the necessary employee data for medically-underwritten plans, ensuring accuracy and compliance. The all-in-one marketplace makes it easy to compare community-rated, medically-underwritten, and ancillary products side by side.

    By automating key steps and reducing manual work, Quote+ helps brokers save time, minimize errors, and deliver tailored plan options faster. Schedule a demo today to see how Quote+, an AgencyBloc solution, can streamline your quoting process.

  • Quote+ provides access to a comprehensive network of national and regional carriers. Shop quotes from major national carriers like Aetna, UHC, etc., alongside a wide selection of regional and specialty carriers.

    With 130+ carriers and over 40,000 plan options nationwide, Quote+ offers community-rated (ACA), level-funded, and ancillary plans (dental and vision) in a single, easy-to-use interface. This broad carrier network ensures brokers can compare multiple options, maximize cost savings for employer groups, and streamline the entire quoting and enrollment process.

    Carrier availability varies by state. Schedule a meeting to review the full list of carriers available in your area and explore how Quote+ can simplify your small group quoting and enrollment process.

  • Yes! Quote+ allows brokers to quote both community-rated (ACA) and level-funded plans in one platform. Instead of navigating multiple carrier portals or spreadsheets, you can instantly find relevant plans, compare them side by side, and build proposals that include medical, dental, and vision products — all from a single interface.

    This consolidated approach helps brokers find the best fit for their clients faster, ensuring they can evaluate all available options based on coverage, cost, and employer needs.

  • Creating insurance proposals can be time-consuming for group benefits agencies, especially when gathering quotes from multiple carriers and organizing plan details for easy comparison. To build a strong proposal, brokers need to present a range of options that fit the employer's needs, budget, and employee demographics.

    Quote+, an AgencyBloc solution, streamlines this process by allowing brokers to quickly find relevant plans, compare them side by side, and generate employer-ready proposals in a professional, easy-to-digest format. With integrated plan selection, automated data mapping, and carrier-ready forms, Quote+ helps brokers reduce the manual work and accelerate client decision-making.

  • Quote+ eliminates the manual work of carrier submissions by automatically mapping selected plans and employee data to carrier-ready forms. With built-in HIPAA-compliant data handling, brokers can quickly generate and submit enrollment forms without rekeying information, reducing errors and saving valuable time.

    For carriers that accept electronic submissions, Quote+ further accelerates the process by supporting direct form submission, ensuring a smoother enrollment experience for brokers, employers, and employees.

  • Quote+ seamlessly integrates with AMS+, AgencyBloc's industry-leading agency management system, empowering brokers to manage small group quoting, enrollment, and ongoing client servicing in one ecosystem.

    • Census & Group Data Sync: AMS+ houses employer and employee census data, which automatically flows into Quote+ to simplify the quoting process.
    • Enrollment Updates: Once a group enrolls, choose to update data in AMS+, ensuring accurate records for renewals and future client servicing.
    • Comprehensive Client Management: AMS+ extends beyond quoting and enrollment, helping brokers manage commissions, automate workflows, track client interactions, and more. Together, AMS+ and Quote+ are a complete solution that supports year-to-year enrollments and new sales.

    By integrating these tools, brokers eliminate duplicate data entry, reduce administrative work, and improve overall efficiency when managing employer groups.

  • Quote+, an AgencyBloc solution, is HITECH and HIPAA-compliant as well as HITRUST certified. AgencyBloc solutions are housed on HIPAA-compliant AWS servers, are annually audited for SOC 2 Type II certification, and all data is bank-grade encrypted and constantly backed up in multiple locations. All AgencyBloc accounts are password protected with two-step authentication options. Learn more about our data security protocols.

Are you ready to connect your processes?

During enrollment season, time is a luxury. Create more of it with connected tools using AgencyBloc.

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