A Note From Cory Schmidt, Co-Founder & CTO of AgencyBloc

Hi everyone, Cory Schmidt, Co-Founder & CTO of AgencyBloc, here. With the end of 2024 approaching, I wanted to take a moment to reflect on the year and preview what’s ahead with AMS+.

We set out on a mission 16 years ago to make the complex process of managing an agency straightforward — at least the technology aspects! We didn’t know what to expect, but thankfully many high-performing agencies shared their daily challenges with us. We did what we knew best — built software to help solve business problems. It’s hard to believe we’re now doing this for 6,500+ agencies!

Fast-forward to 2023.

We had a very strong back-office AMS, but needed better tools for managing leads and engaging with customers. We weighed whether to build this ourselves or acquire a company that had done this well. In December 2022, we officially acquired Radius, a leader in agency front-office tools like lead management, communication, and compliance tools. 

We quickly went to work integrating key aspects of the Radius platform into AgencyBloc, launching AMS+ in January 2024.

There were many tough decisions along the way. Our goal was to get the best of both products into our customer's hands as quickly as possible without re-building from scratch. This meant there would be differences in how certain areas of the platform worked, but we successfully delivered 5 of the top 7 major feature requests we’ve heard from our customers — all at once! Thousands of agencies are now using AMS+ to manage their daily sales and support operations.

We'll never fully complete our mission of making the convoluted straightforward — there's always room for improvement, and there are undoubtedly some areas we couldn’t address as fully as we would have liked. We’ve heard your feedback (yes, we track and prioritize it!), and many of you have expressed that the interface is clunky and not user-friendly in some areas.

That isn’t acceptable to us. So our focus is on improving this in 2025. 

Making AMS+ Easier to Use

• Leads will work more like Individuals (but better!) with matching features for seamless compliance, including SOA, Consent & Attestations, and call recordings.
• Improving our integrated phone solution with highly requested updates.
• Building a lightweight mobile app so you can make and receive calls or texts on the go, with everything automatically captured in AMS+ for compliance.

Launching Rx Collect

• Coming early 2025.
• A simple way to collect prescription, provider, and pharmacy info from beneficiaries.
• Automatically syncs with AMS+ and popular quoting tools to save you time.
• Learn more about Rx Collect and put your name on a list to be one of the first to use this new functionality.

Boosting Your Marketing Tools

• Custom Medicare websites launched in Q4 2024, expanding to include employer benefits and ancillary products in 2025. Learn more about AgencyBloc Websites and put your name on a list to be one of the first to use this new functionality.
• A new digital marketing content solution is coming in 2025, offering top-quality, compliant content for your campaigns.
• Easily connects with Automated Workflow and Email Marketing to make deployment quick and simple.

This certainly isn’t everything we’ll be doing, but it’ll keep us busy for a few months! Above all, we will work tirelessly to maintain our standing as the #1 Insurance Industry Growth Platform. 

Lastly, I want to thank you personally for being a Member of The Bloc. You are a critical part of the AgencyBloc story — we wouldn’t be here without you. We wish you the very best of the season and hope you can take a moment to recharge before diving into 2025!

Posted on Wednesday, December 18, 2024 in About Us