Policy Management System for Insurance Agencies

Policy management is the basis of any insurance agency. Manage policies efficiently with AgencyBloc's comprehensive policy management tools.

Create and maintain your policies with a comprehensive policy management system.

Policy management is the basis of any insurance agency. AgencyBloc gives your health and life insurance agents the tools they need to manage policies efficiently. 

Within our industry-specific agency management system (AMS), you can tie policies to carriers, agents, commissions, and clients to create a detailed view of everything connected to that policy. Easily navigate from the policy to the policyholder to access comprehensive notes during client calls and meetings. Manage policy payouts and payments to ensure your agents receive the correct amount for each policy they’ve sold. 

Automated Workflow gives your agents complete control of their policies by keeping them updated on renewals with timely email and task notifications. They also help your agents inform clients about policy-specific changes.  

Attach policies to Opportunities from the Sales Pipeline to create complete histories for each policy, when it was sold, who the servicing agent was, etc. This in-depth view helps you stay up-to-date with historical policy data and allows you to provide top-tier customer service.

AgencyBloc lets you pin real-time graphs to your Dashboard to monitor in-force policy saturation, policy type breakdown, new policies, and more. You can also run an Advanced Search to create a continuously updated list of clients to monitor renewals and cross-sells that allow you to grow your book of business from within.

AgencyBloc Policy-Specific Graphs

Individual Insurance Policy Management

Manage your clients’ entire coverage suite in one centralized location. AgencyBloc is a contact-based system meaning all policies, no matter the number, are tied to the individual policyholder. Track health, life, Medicare-specific, ancillary product policies, and more for each individual. Quickly locate an individual’s policy-specific information and other pertinent contact data from their client profile. Tie the policy to the client, then create additional relationships for the client like spouse and children to create a full family benefits view.

Group Insurance Policy Management

Manage your group insurance policies at a micro-level to better understand individual needs within each group. With AgencyBloc, you can monitor insurance policy management services like:

  • Enrollments
  • Elections
  • Employment Classification
  • Relationships (and elections of those relationships)
  • Individual Demographic Data

This information gives you a full-scope view of individual client activity in order to offer the group the most value.

There are several other helpful ways to manage group policies in AgencyBloc. You can access a complete list of individuals that have elected coverage with you and the policies chosen. From there, you can drill down deeper to understand how each family utilizes the coverage and the individuals covered to answer client questions better as they arise. You can also create a group primary contact for simplified communication.

Using these insights, you can provide next-level customer service to the group itself and each individual to help promote retention and improve your chances of cross-sells and referrals.