CRM Tools Tailored for Insurance Agencies

Use an insurance CRM to scale with confidence

Customer Relationship Management (CRM) software is a tool businesses use to manage client relationships and services. CRMs offer many benefits, including:

Contact management (clients, leads, prospects, etc.)
Communication tracking with agents, clients, and prospects
Activity tracking and task assignment
File, compliance form, and document management
Email marketing
Text messaging
Reporting
Workflow automation

Insurance-specific CRMs allow businesses in the health insurance space to manage their entire book of business, end-to-end, with sales enablement, client management, and policy management tools to create goal-oriented processes.

AMS+, an industry-specific agency management system, is built for the health insurance industry and includes required fields and categories without the hassle of extensive customizations. Plus, the system is built with compliance and other industry focuses in mind.

The Difference of an Insurance CRM

When comparing an industry-specific agency management system (AMS) with a generic solution, there are three significant differences:

Which industry it's specifically built for
What features it includes
How productive it makes your team

Generic solutions are built for businesses at large. Any size business and industry can use them, but they require customization and time.

Health Insurance Policy Management Tools

Policy management is the basis of any health insurance business. Create a comprehensive view of your policy breakdown and monitor high-level graphs in AMS+ to view:

All policies by status
All in-force policies
In-force policy saturation
New policies

Case Study

Northwest Farmer- Stockman Inc.

Learn how AgencyBloc helps Northwest Farmer-Stockman Inc. save 40 hours and over $3,000 dollars a month in time on agent calls, locating information, printing, and mailing documentation.

AMS+, Agency Management System

All-encompassing, industry-specific sales and servicing agency management system
Commissions+

Streamlines processing and management, saves your team time, and helps you uncover thousands of dollars in missing money
Engage+, Insurance Digital Marketing Solutions

Ready-for-you insurance digital marketing tool for streamlined communication and engagement
Quote+, Group Benefits Quoting

Accelerates small group quoting and enrollment, helping agencies and GAs manage employee benefits

See Real Client Experiences

See All Testimonials

"My job of configuring commissions has been made so much easier. It's been a life-saver and most of all, time-saver!"

Patrick A.
Don Allred & Associates, Inc.

"When we moved to AgencyBloc, we found both historical and current data, and all of our client communication were all in one location. It was a major improvement in our processes and also in our agency."

Doreen M.
Business Benefits, Inc.

"AgencyBloc's ease of use is critical for me. The layout is user-friendly and easy to navigate. It's taken my 10-hour workday down to only 7.5 hours!"

Charline C.
PTI Consulting Services LLC

"I've been using AgencyBloc for about three years now. It keeps me organized. I couldn't exist without it! Thank you, AgencyBloc, for making my life more organized and productive."

Linda R.
Medicare For Me, LLC.

"I recently brought on another agent, and I realized that it was time that I needed a system, and this is what brought me to AgencyBloc. This was my first Open Enrollment season with the system, and for once, I felt like I had a handle on all the incoming business. If you're on the fence about whether or not it's time to get a system, go for it. I personally wish that I would have done this years ago."

Jenny P.
Shine Benefits

FAQs About Insurance CRMs

What is an insurance CRM and how does it differ from a generic CRM?
An Insurance CRM is a customer relationship management system tailored to insurance agencies. It combines client profiles, policy data, communication history, and workflow automation in one unified platform. Unlike generic CRMs, it includes insurance-specific tools like renewal management, claims tracking, and compliance features.

An insurance CRM is commonly referred to as an agency management system (AMS) for individual health, group benefits, and Medicare insurance agencies. AgencyBloc's AMS+ solution is the #1 Agency Recommended AMS for the health insurance space.
How can an insurance CRM improve client retention and upsell opportunities?
With a 360° view of each customer (including policy history, communication logs, etc.), an insurance CRM enables agents to proactively reach out before policy lapses, offer relevant upsells/cross-sells, and maintain engagement. Automated reminders and segmentation help you deliver timely, personalized communications that drive loyalty and improve client retention.
What core features should I expect in a CRM built for insurance agencies?
Key features health insurance agencies should look for include:
- Centralized customer and policy information
- Automated renewal alerts and task reminders
- Communication logging (calls, emails, notes)
- Segmentation and marketing campaign tools
- Dashboards and analytics for pipeline and retention
- Role-based access and compliance/audit support
How can I get started using the insurance CRM in AMS+?
To begin, request a demo and we’ll show how AMS+ integrates with your existing workflows. Our onboarding process includes importing your contacts/policy data, setting up automations, and training your team. Once configured, you’ll immediately start managing leads, renewals, and outreach from a single system.

Industry-Specific CRM Software for Health Insurance Agencies & Uplines