Agency Management System for Senior Market/Medicare Insurance Agencies

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 hands-on support that AgencyBloc provides, you can spend more time on revenue-generating tasks.

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"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.
Medicare101.net

"AgencyBloc is extremely user-friendly and we can find what we need very easily. Our small Medicare office of 5 feel being able to read the activities of each other is critical for our clients. I highly recommend AgencyBloc."

Bambi M.
Senior Advisory Insurance Services

An AMS That Helps Your Senior Market Insurance Agency Accomplish More

Sales Management

Drive conversions with powerful sales process optimization tools like lead forms, sales pipelines, and reporting.

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Database Management

Get complete access to all of your data in a simple, secure, easy-to-use platform so that you can do your job efficiently and effectively.

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Workflow Automation Software

Leverage workflow automation to ensure you know when clients are nearing 65 and simplify tracking policy changes, task management, agent licensing, and more.

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Reporting and Data Analysis

Utilize custom and pre-built data reports to keep tabs on important, time-sensitive information and act on it quickly.

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Commissions Processing

Save time, energy, and resources on commissions processing by managing all of your policy payout structures regardless of frequency in one centralized location.

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Policy Management

Cover all of your bases with easy-to-use policy management features and policy-specific fields for products in the senior market.

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Have Questions?

FAQs About Our Senior Market Insurance Agency Solutions

Senior Market Insurance FAQs

What key features does an agency management system include for senior market insurance?
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.

Health Insurance

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

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Group Benefits

AgencyBloc can help your employee and group benefits agency stay organized and optimized. Learn how here.

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Life Insurance

Life insurance agencies need a platform to make agency management easier, not more complicated. Here's how we can help.

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