Benefits Plan Elections & Enrollment

Securely manage and use employee census data with Quote+.

Manage employers and their employees, dependents, and relations in one central location to create a comprehensive employee census that can be used within the quoting and proposal processes. Manage and securely store the data, then map it to carrier forms with HIPAA-compliant software to save time and resources.

Quote+, an AgencyBloc solution, allows you to track all of the employer and employee data your brokers need to successfully sell and renew plans.

Managing Employer Group Data

The employer profile allows you to manage basic demographic information, contact information, and current coverage(s) for the group. Fill in the contact information to know who is best to contact at the group to ensure a streamlined process. Lastly, manage the current coverages to compare against new quotes and prices. Add as many lines as necessary to get a comprehensive view of what the group currently has.

Screen from Quote+ showing how you can add employee and dependent information

Gathering Employee & Dependent Demographics

Update data easily in Quote+ to ensure you have accurate information for your employer groups, their employees, and the dependents and relations of those employees. Use the secure Quote+ medical health questionnaire tool to gather more specific data for medically underwritten quotes.

Manage the employee census and securely map the data you gather to carrier forms to complete the enrollment process. After plans are in place, you can store that data from year to year to simplify future renewals.

See Real Agency Experiences

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"We service approximately 45-50,000 employees and around 200 groups with this system. I believe (and I have investigated) that this is the best system in the market place that you can use to service your customers. The customer service is second to no one. I highly recommend them to everyone."

Jay B.
Insurance Benefits Consultants LLC

"I started asking other agents what they use and one agent highly suggested AgencyBloc. There are so many wonderful features that AgencyBloc offers. It is geared specifically toward agents and commissions tracking has been a breeze. The customer service is effective and efficient. I highly recommend it!"

Kim G.
DBG Financial Group, Inc.

"We moved to AgencyBloc from another platform, and the transition was painless. Can't say there is anything I don't like. We have better client organization, tracking, in-office communication, and processing which has increased productivity greatly. It's super user-friendly and a great platform to keep business organized."

Nathan A.
Hutchison Insurance Services

"We've been using AgencyBloc now for about 5 years. AgencyBloc has been a really big blessing for us to have a comprehensive system in place. As the years have passed and our agency has grown, AgencyBloc has made this growth a lot easier to handle."

Heather S.
Knapschaefer Insurance Agency

"We've been using AgencyBloc for about a year now, and I highly recommend taking the plunge and adding it to your tools to help you grow your business, stay organized, and automate your processes. It's been a lifesaver for me."

Allison P.
Insurance by Price, LLC.

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Insurance Benefits Plan Enrollments & Elections