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Take the headache out of compliance management. Learn how AgencyBloc's AMS+ solution can make obtaining and storing signed ACA forms easy. Visit our compliance page to learn more. 

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AgencyBloc Insurance Agency CRM
  • Platform

    • AMS+ A scalable, industry-specific agency management system that helps your health insurance organization stay compliant and accelerate growth

      • Customer & Policy Management
      • Sales Enablement
      • Built-In VoIP & Dialer
      • Downline Agent Management
      • Reporting & Data Analysis

    • Commissions+ Powerfully link agents, policies, and commissions data together to manage complex commissions structures efficiently

      • Efficient Commissions Processing
      • Missing Commissions Identification
      • Commissions Reporting

    • Quote+ Compare and quote all types of group benefits health insurance offerings in one central place for streamlined benefits proposals and enrollment

      • Multi-Carrier Group Insurance Quoting
      • Integrated Employee MHQ Tool
      • Group Insurance Proposal Software
      • Health Insurance Carrier Form Submissions
    • Explore the Plus Suite
  • Who We Serve
    • Independent Insurance Agents/Agencies
    • Insurance Uplines (GA/IMO/FMO)
    • Health Insurance Carriers
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AgencyBloc SENIOR Leadership

Meet Senior Leadership

With AgencyBloc’s boot-strapped roots, entrepreneurial leadership is a key component in our ability to innovate and grow.

Robert Burns, CPO, AgencyBloc

Robert Burns
Chief Product Officer

Erica Kiefer, CGO, AgencyBloc

Erica Kiefer
Chief Growth Officer

Kelly Kimmich, VP of Client Services, AgencyBloc

Kelly Kimmich
Vice President of Operations

Andy McMillin, CFO, AgencyBloc

Andy McMillin
Chief Financial Officer

Tim Robinson, CEO, AgencyBloc

Tim Robinson
Chief Executive Officer

Cory Schmidt, CTO, AgencyBloc

Cory Schmidt
Co-Founder & Chief Technology Officer

Jeff Thibadeau, VP of Sales, AgencyBloc

Jeff Thibadeau
Vice President of Sales

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