Man meeting with senior couple
Turning 65 workflow in AgencyBloc

An Easy-to-Use AMS That's Designed To Help You Achieve More

As an agency serving the senior market, you’re responsible for helping your clients navigate the nuances of Medicare, long term care, etc. — and you need to be able to easily access, track, and manage specific carrier, policy, agent, and client data to provide the best service possible.

With the robust suite of agency management features and support that AgencyBloc’s platform provides, your team can spend more time selling, servicing, and focusing on revenue-generating tasks.

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See Real Client Experiences

"AgencyBloc gives us the power to truly be professional. When a client calls, within seconds we can have them on our screen and see our past conversations. Before, we could only capture 20-30% of our missed commissions, now we’re able to rectify over 90% of our outstanding payments. AgencyBloc gives us the tools and the confidence grow because we know where and how we’re growing."

David H.
Hübler Insurance Services

"Since starting using Automated Workflows less than 2 months ago, I've written 6 new clients and I have received 6 referrals for new business. AgencyBloc allows me to set up a workflow timeline for my entire book of business "hands off". The staff gets an email 10 days before a client's birthday and immediately following a new client's onboarding. I have provided a custom script to my staff, all they need to do is hand write the card. AgencyBloc is a very powerful system for automating those mundane tasks, it's so easy!"

Danny M.

An AMS That Helps Your Senior Market Insurance Agency Accomplish More

Have Questions?

FAQs About Our Senior Market Insurance Agency Solutions

Senior Market Insurance FAQs

  • Sales Enablement: Using tools like automated email & text marketing, landing pages, online meeting scheduler, and more, your team is set up to successfully convert new leads.

    Medicare Enrollment and Tracking: Streamlining the Medicare enrollment process, tracking clients' Medicare plans, and managing changes in coverage as seniors' needs evolve.

    Compliance Management: Ensuring that your team stays up-to-date with the latest Medicare regulations, compliance requirements, and reporting obligations specific to the senior market.

    Commissions Management: Providing an industry-specific commission management system that focuses on the needs of senior insurance advisors, including custom payout structures, incoming commission projections, and in-depth reporting capabilities. 

Selling more than life insurance? Learn about other lines of business we serve.

  • Our agency management platform is designed specifically for health insurance agencies. Learn how it can help your agency stay organized and efficient.

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  • AgencyBloc’s platform of solutions can help your employee and group benefits agency sell more, simplify benefits quoting, and retain your clients.

    Learn More