The Challenge

Renewal Periods Are Hard

We all know that renewal time is tough. With hundreds or thousands of policies renewing around the same time, working each one individually is maddening, time-consuming, and just plain awful. 

Common pain points when manually managing policy renewals include:

  • Long wait times for clients to get contacted about their renewals
  • Mass emails that aren’t helpful and not personalized for each client
  • Mismatched client experience for all clients
  • Delays in being able to update and renew expiring policies
  • Significant time investment for your team to manage 
  • Renewal periods require additional full-time and temporary hires that add additional line items to your budget

The Solution

Let AMS+ Do the Heavy Lifting

AMS+ eliminates these issues with automated policy renewal tools that help your team make the following communications easier:

  • Policy Renewal is Approaching workflows alert policyholders and the agent of record about upcoming renewals to ensure no stone goes unturned.
  • Carrier Change workflows keep everyone in the know about changes from the carrier-level to help policyholders feel prepared.
  • Policy Application Submitted workflows prepare clients for next steps to educate them about the policy submission process.
  • Policy Termination workflows inform agents of record to changes that help your team pivot faster and resubmit documents.

Want to See How it Actually Works?

Streamline your next policy renewal period without the chaos or headaches.

Schedule a Demo

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Award-Winning AMS

AgencyBloc's AMS+ Solution Named Cloud CRM Solution of the Year by The Cloud Awards

Recognized for our dedication to the health, benefits, and senior insurance industry, our AMS+ solution won the 2026 Cloud Award for the Cloud CRM Solution of the Year.

Read More in Our Press Release

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

FAQs About Policy Renewal Tools in AMS+

  • Policy renewal management in AMS+ enables health insurance agencies to track and automate the renewal process for both individual and group policies. These tools work for all health insurance policies, including:

    • Group health, life, and vision insurance
    • Group ancillary coverage
    • Family health, life, vision insurance
    • Family ancillary coverage
    • ACA health and ancillary insurance
    • Medicare coverage (all products)

    These tools ensure that upcoming renewals are flagged, tasks get assigned, and communications are sent so nothing falls through the cracks.

  • Using AMS+, build automation that trigger based on renewal dates. These automations are fully customizable, reduce manual effort, and improve renewal rates.

  • Yes. AMS+ is designed for group benefits, individual, family, and senior insurance agencies. Track all health insurance policies for both individuals and groups. For policy renewal best practices, segment by policy type (group vs individual), trigger renewal workflows accordingly, and track outcomes in one system.

  • Because renewals are proactive touchpoints, it's an opportunity to deepen client engagement. Automated communication and timely agent tasks ensure your agency reaches out ahead of renewal dates, addressing questions and showing value. These qualifications are standouts for health insurance client retention.

  • Start by scheduling a demo with AgencyBloc. Once you have an AMS+ account, identify key renewal dates, set up triggers and actions (emails, tasks, etc.), and start automating renewal reach out. Be sure to monitor for results.

Reach out today to get more of your enrollment season automation, policy renewal, and AMS+ questions answered.

Deborah

Trusted by Agents & Admins

What Our Clients Are Saying

"AgencyBloc's platform is state-of-the-art. It has connections to assist with the policy quoting, making it easier for our agents and operations to synthesize the data and make it most efficient." — Deborah C.

See why other agencies are switching to AMS+. Schedule a meeting with one of our experts.

Additional Resources

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

See All Resources

How to Prepare for Group Benefits Policy Renewals This SummerBlogHow to Prepare for Group Benefits Policy Renewals This Summer
2 Simple Steps for Automating Your Group Policy RenewalsBlog2 Simple Steps for Automating Your Group Policy Renewals

See How to Automate All of Your Processes

Policy renewal season only happens during certain times of the year. Learn other ways to automate your processes to create efficiencies all of the time. Keep exploring:

Tired of Losing at Renewals?

Stop spending hours working every renewal individually — whether it’s for group benefits, Medicare, individual insurance, life, or ancillary coverage. See how AMS+ can help your team automate processes that make sense and create real results.

Request a Demo

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