Business Visibility
See what is happening across your agency without piecing together updates from multiple systems. AMS+ helps agency owners track leads, clients, policies, activities, communications, and reporting in one connected platform.
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Lead & Sales Management
Keep your sales process organized from first contact to conversion. Capture leads, assign follow-up, track opportunities, and give your team a clear process for moving prospects through the pipeline.
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Team & Agent Management
Give your agents the tools they need to work efficiently while you get better visibility into productivity across the business. Manage activity, assignments, follow-up, and performance so your team can stay aligned around agency goals.
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Workflow Automation
Reduce manual work with workflows that trigger tasks, reminders, emails, text messages, and internal notifications. From lead follow-up to renewals, automation helps your team keep important processes moving.
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Client & Policy Management
Keep client relationships organized after the sale. Track policies, notes, documents, activities, communications, phone recordings, and renewal details so your team can deliver a better client experience and protect long-term retention.
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Reporting & Data Analysis
Make smarter decisions with data you can act on. AMS+ reporting tools help agency owners identify sales opportunities, monitor retention, analyze business growth, track lead source performance, check commissions, and uncover gaps in the book of business.
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Commissions Management
Commissions+ helps agencies track payouts, generate agent statements, reconcile carrier payments, and uncover missing commissions. This gives owners a clearer view of compensation and reduces the time spent managing commissions manually.
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Quoting & Enrollment Efficiency
Whether you're selling Medicare, individual/ACA, or small group benefits, AgencyBloc helps connect quoting, enrollment, and client management workflows. Through Quote+ and integrations with leading enrollment platforms, agencies can reduce duplicate data entry, keep information connected, and move more efficiently from quote to enrollment and ongoing client servicing.
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Website & Lead Capture
AgencyBloc’s Engage+ Websites help agencies strengthen their online presence with lead-generation-focused websites that connect to AMS+. When prospects fill out a form, your team can capture the information and trigger follow-up workflows more efficiently.
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