The Challenge

Generic Sales-Only Software Hinders Full Client Servicing

There are many sales-only generic CRM software available on the market. But using tools designed for a single task limits the ability to grow clients, deepen relationships, and retain their business, all of which are crucial to the growth of any health insurance agency.

Common roadblocks include:

  • Siloed sales data can’t inform servicing, support, cross-sells, or renewals
  • Generic sales tools require extensive build-outs, which are expensive and time-consuming
  • Separating sales data from commissions data limits agency reporting and improvement
  • Disconnected sales tools create gaps in compliance, opening your agency to potential audit issues
Graphic showing the sales enablement features in AMS+

Our Solution

Stop Guessing & Start Understanding Your Sales Performance

A strong sales machine is foundational to the success of any health insurance agency. AMS+ brings the entire sales process into one solution, from lead generation to referral management to conversion and beyond. Whether you have 1 sales rep or 100, AMS+ can help your team:

  • Create a Stream of New Leads: Use custom lead forms on your insurance website, leverage lead post integrations, and more to keep a steady stream of leads and referrals coming into your business.
  • Be the First Rep to Connect with a Lead: Automation tools in AMS+ send instant notifications to agents to let them know new leads just came in and to connect with them ASAP.
  • Stay Connected with Leads: AMS+ has a built-in phone system that makes calling, routing, and connecting with leads easy. Looking for other paths? Use AMS+ to connect via email, text, and regular mail to stay connected at all times.
  • Work & Win Referral Opportunities: No matter what kind of lead you have (referral, cold, purchased, etc.), AMS+ can help your team attract, nurture, and convert them. 
  • Follow Up with Sales Opps: If you’re not courting your leads, another agent will be happy to jump in. Use automation to easily connect with prospects 5+ times without breaking a sweat.
  • Never Miss a Renewal: Keep a pulse on all upcoming policy renewals to ensure you keep that hard-earned client for years to come.
  • Track Everything in One Place: Centralize communications, conversations, compliance information, prescription data, and more, all in one AMS.

Want to see how this works in action?

Request a Demo

The Manual Way vs. the AMS+ Way

Challenge How AMS+ Solves It
Using sales-only tools and other department-specific tools that don’t connect AMS+ brings your whole office together with digital marketing, sales enablement, client servicing, commissions processing, and data analysis tools in one
Acting quickly on new leads AMS+ centralizes all new leads from lead forms, integrations, and more, and has built-in automation to make connecting with and nurturing leads faster
Connecting with and converting referrals effectively AMS+ houses all lead types, including referrals, ensuring your process is proven and repeatable
Using third-party phone tools or personal cell phones to call leads AMS+ has built-in phone tools, email marketing, and texting, so your team can connect with prospects wherever they are
Staying compliant with ever-changing sales regulations AMS+ is industry-specific and compliance-focused with documents, call recordings, and activity tracking

Mike

Trusted by Retail & Wholesale Agencies

What Our Clients Are Saying

"AgencyBloc is a comprehensive system for an affordable price. It allows us to stay organized and take care of all our clients and prospects. We’re able to log all service calls, emails, and sales prospects and send policy renewal reminders. It allows us to provide a strong paper trail if and when we may need to resolve any E&O issues." — Mike R.

See why other agencies are switching to AMS+.

Read Testimonials

You've got questions. We've got answers.

Sales Management FAQs

  • Sales management is essential because it provides a data-driven way to manage your sales, allowing you to find weaknesses, strengths, and opportunities in your systems and sales processes. This can lead to more conversions and growth for your business. Learn how AgencyBloc's AMS+ solution can help your organization improve its sales processes.

  • Sales management is about creating processes that will allow you to direct leads through the sales process to find good-fit opportunities. Your sales management processes are closely linked to other processes at your agency including customer service, quoting, and more. By building integrated processes, you will be able to react faster, hold stronger communication with clients and leads, and learn from your sales data. When creating these processes, automation plays a big role in managing leads and moving them down the pipeline. For example, sending out automated emails to clients letting them know their policies have been submitted or automatically alerting your agents that there is a new lead are two ways agencies utilize automation in the sales process. Once the automation is implemented within your sales processes, you’re able to react faster.

  • The biggest objective of sales management is to have the processes you make be all-encompassing, repeatable, and sustainable. This will help with managing and tracking your leads as they move through the funnel. In addition, there needs to be a focus on the analysis of the data collected. The raw data is not useful without the analysis, and improvement to processes only comes with successful analysis. You will be able to make more in-depth plans for the future while figuring out problem areas and the opportunities that come from them. Schedule a demo with our experts to see how AMS+ can improve your agency’s sales management efforts.

Schedule a demo today to get more of your agency's AMS+ questions answered.

Schedule a Demo

Additional Resources

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

See All Resources

Lead Management Best Practices for Insurance OrganizationsBlogLead Management Best Practices for Insurance Organizations
Your Agency's Complete Lead Generation PlaybookBlogYour Agency's Complete Lead Generation Playbook
The Health Insurance Agent's Guide to Cross-SellingBlogThe Health Insurance Agent's Guide to Cross-Selling
5 Essential Tips for a Productive and Profitable Open Enrollment SeasonBlog5 Essential Tips for a Productive and Profitable Open Enrollment Season
Cross-Sell Email & Text Message Templates for Agents & AdvisorsTemplatesCross-Sell Email & Text Message Templates for Agents & Advisors
Top Tips from Sales Experts: Leveling Up Your Sales Game for Enrollment SeasonWebinarTop Tips from Sales Experts: Leveling Up Your Sales Game for Enrollment Season

Explore Sales Tools in AMS+

Stay on top of leads, referrals, and other sales opportunities with sales-focused tools that connect with the rest of your office’s agency management system:

How Retail & Wholesale Agencies Use an Insurance AMS

An AMS That Powers Your Agency's Sales Efforts

Every health insurance agency has a sales team — even if you’re a solo agent operation. Learn how different types of agencies use AMS+ to find success, sell more, and stay ahead of renewals.

Explore More Insurance Software Solutions

Start Selling Without All the Admin

Sales agents want fast, easy tools that help them connect with prospects and convert them into lifelong customers. AMS+ can help your team do that, plus so much more. See how.

Request a Demo