What is an agency management system?

An agency management system, or AMS, is a SaaS (software as a service) technology that insurance agencies use to organize their book of business and more effectively run their operations.

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An Agency Management System is a CRM plus more!

Agency Management System (AMS) vs. CRMWhen comparing an agency management system (AMS) and a CRM, the three significant differences you'll find in favor of an AMS are specificity, totality, productivity.

Generic CRMs are built for businesses at large. For insurance agencies to use them strategically, they often require extensive customizations that can cost a significant amount of time and money. Many agencies have to seek out a developer or third party to assist in these customizations. Conversely, an AMS is a CRM built for the needs of a specific industry. In the insurance industry, these specifications are usually life and health or property and casualty.

Learn more about the differences between an industry-specific AMS and generic CRM in our guide Agency Management System vs. CRM: What you need to know.

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Key Features to Consider in Your Agency Management System:

  • Industry-Specific CRM

    Track and manage your prospects and clients using a system intuitively built for life and health insurance agencies.

  • Sales Management

    Seamlessly manage your leads, opportunities, sales processes, and pipelines to improve your sales efforts.

  • Commissions Processing

    Streamline commissions processing by using one system to track both your CRM data and your commissions.

  • Workflow Automation

    Create processes and automate your daily, repetitive tasks to create efficiencies and consistency throughout your agency.

  • Dashboard Analytics

    Monitor real-time analytics to keep a pulse on your agency and address situations before they become problems.

  • Custom Reporting

    Pull insightful reports that are helpful and useful in making more informed decisions for the future.

  • Policy Management

    Manage policies in the same place as your prospects and clients to streamline business processes and provide more value to your clients.

  • Cloud-Based Access

    Access your book of business from anywhere with a cloud-based AMS.

  • Cross-Selling

    Grow your book of business from within by quickly identifying and acting upon cross-sell opportunities.

5 Steps to Choosing the Right AMS

You want to ensure you're making the right decision for your agency when choosing a new agency management system (AMS). Take your time and follow these 5 steps to help you find the right technology partner:

Questions to Ask Agency Management System Vendors

One of the first steps to take when selecting an AMS is to define your needs, wants, and goals. A need is what you must have to function at your current level. A want is something that you would like to have to improve upon current operations.

The next step is knowing what to ask AMS vendors—which can be challenging. Here are three areas to focus on:

  • Data Migration

    Data migration is the act of bringing all of your data points (contacts, attachments, notes, commissions, to-dos, etc.) over from your current system to your new AMS. The migration itself can vary widely from vendor to vendor, so be sure to ask these questions.

  • Security

    No matter which AMS you choose, knowing the level of security around the system is crucial. They’ll be storing all of your and your client’s sensitive data, so make sure to ask these critical questions.

  • Who The Vendor Is

    Your AMS should be more than just software. It should be your partner. A tool that you can use to help you reach your goals. Look beyond the product to ensure the vendor aligns with your goals and your brand.

AgencyBloc, The #1 Agency Recommended Management System

  • AgencyBloc is a life and health insurance-specific CRM

    Life & Health Insurance-Specific CRM

  • AgencyBloc provides industry-leading commissions processing tools

    Commissions Processing

  • AgencyBloc provides automated workflows to help automated tasks so agents work smarter, not harder

    Workflow & Marketing Automation

  • AgencyBloc is provides insurance-specific sales tools

    Sales Management

AgencyBloc is the #1 Agency Recommended Management System for the life and health insurance industry to secure and grow their business with an industry-specific CRM, commissions processes, and integrated business and sales automation.

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  • Matt T.

    "I truly did not know the value that I was getting when I first signed up with AgencyBloc. In the first year alone, my savings on commissions processing and recovering missing commissions payments more than paid for my AgencyBloc subscription. It has saved me money and it has made me money."

  • Cristin H.

    "AgencyBloc has streamlined our business. It has operationally helped us in more ways than one. We’ve been able to take our business to the next level and grow because of our partnership with AgencyBloc."

  • Jason S.

    "I can personally attest to the fact that we would not be able to keep up with production or maintain the reputation we have without AgencyBloc. It's one of the most valuable advancements our agency has seen. This transition has saved us 4x the cost of AgencyBloc just in administrative work."

Ready for an agency management system in your agency?

AgencyBloc is an agency management system (AMS) that helps life and health insurance agencies grow their business by organizing and automating their operations using a combination of an industry-specific CRM, commissions processing, and integrated business and marketing automation.

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