Securely gather individual medical health data to find complete and comprehensive medically underwritten plans.

If you offer medically underwritten, level-funded, or self-funded plans, then it’s essential to have a way to quickly and securely gather employee medical health data. For insurance brokers, this can be a time-intensive task.

Quickly and securely gather employees’ medical health history for quoting and proposing medically underwritten plans and products. Quote+, an AgencyBloc solution, walks employees through every required step to complete enrollment with a medically underwritten plan. The online interview securely gathers demographic data, medical history information, and information on covered dependents and relations.

Store this data securely within Quote+, then map the information to carrier forms and send it through our HIPAA-compliant software. With this information, you can easily pull medically underwritten quotes for consideration and speed up the process for enrollment. 

Image showing Medical Health Questionnaire options in Quote+

Workflow Automation for Medical Health Questionnaire

Gathering medically underwritten quotes does require employees to go through medical health underwriting— a process that takes time, management, and coordination from the broker. Using Quote+, you can centralize this process in one location and manage it hands-off with built-in automation. Set up open dates for employees with triggered emails that welcome them to the process and ensure they complete their interviews.

See Real Agency Experiences

"Fabulous software—we love it and feel so much more organized! The customization for fields is my favorite part, because even though the framework there is fabulous, every broker has different things that you need to track for clients."

Kayla F.

"It's the perfect customer database software for the insurance agency. It is designed around what information I need to track for my customers so the reports are helpful. I am so glad I am not paying for more than I needed. I looked at Salesforce, but it was too much for a small agency like mine. When my general agency recommended AgencyBloc, it was perfect."

Deborah M.
McKay Insurance Services, LLC.

"Being this is my first agency management system, AgencyBloc has been a very easy program to use and understand. Their service has also been outstanding! I couldn't be happier with my experience with AgencyBloc."

Michael M.

"I've been using AgencyBloc for over 8 years now and it is so worth the switch. They have implemented new, useful tools and it seems like they are always working on new things to make it better. The reps are great and they are always a quick response away for a question or concern."

Nicole T.
KHI Solutions

"AgencyBloc has been our time-saver and has helped our agency truly organize all of our operations. Way back to when Steve first talked to us and Tasha trained us, every person at AgencyBloc has been so helpful. It really says a lot about who you guys are and what kind of company you run."

Alex C.
Comfort Insurance and Finances

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