Improving Task Management in Insurance Agencies

Use an agency management platform to assign, manage, and track the completion of your team’s tasks.

Managing and reporting on the day-to-day activity for your agency, GA, IMO/FMO, or call center can be challenging. Our health, benefits, and senior insurance agency management system lets your team assign tasks to the necessary individuals, collaborate, and then track and report on the task completion to keep tabs on workloads.

Task assignments in AMS+ are called Activities. Each Activity has the following tied to it:

Title of task
Priority level
Due date
Associations (policyholder, group contact, policy number, etc.)
Status
Follow-up user
Date of the last task update
Notes
Attachments (call recordings, compliance forms, etc.)

With this information, you can streamline internal communication, reduce confusion on the next steps and procedures, and empower your staff to complete the task on time.

The Versatility of Activities

AMS+ gives you two ways to manage your task assignments—select a list or a visual calendar view. Manually create and assign Activities or leverage workflow automation to automatically assign them to team members.

Then, report on productivity with customizable reporting tools to identify completion rates, outstanding tasks, and the status of those incomplete tasks.

Using Activities to Stay Compliant

Activities also create a permanent digital paper trail of conversations, emails, and more. Add related documentation to Activities to create a comprehensive and compliance-friendly record for each client and prospect. Attach documents like:

Donwline agent tasks in AgencyBloc's AMS+ solution

Manage Downline Agents & Agencies With Activities

Ensure your agents have the information they need by adding attachments to assigned Activities. Include necessary information, like:

Carrier contacts & contracts
Carrier plans & presentations
Agent E&O & licensure information
Agent contracts

Case Study

Morrison Insurance Services

Learn how AgencyBloc helps Morrison Insurance Services save 30% of their time on internal communication.

Looking for more? Explore the Plus Suite of industry-specific solutions.

AMS+ Sales Enablement Tools

AMS+, an AgencyBloc solution, is an all-encompassing, industry-specific sales and servicing agency management system designed to help your team increase sales, improve client retention, and stay compliant.

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Commissions+

AgencyBloc’s Commissions+ solution streamlines commissions processing and management, saves your team serious time, and can help you uncover thousands of dollars in missing compensation.

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Quote+

Quote+, an AgencyBloc solution, is an all-in-one quoting, proposal generating, and enrollment tool for benefits agencies to streamline sales and renewals.

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See Real Client Experiences

See All Testimonials

"It's rare to find a product that not only meets, but also exceeds your expectations like AgencyBloc does. This software gives me the ability to keep track of clients and truly understand my business. The reports function allows me to run a custom report in literally seconds and the ability to create a follow-up activity for a client or prospect has provided me one software that keeps my team completely on top of follow-ups! I have referred several colleagues to AgencyBloc."

Joe C.
Senior Preferred LLC

"AgencyBloc is very user-friendly. Entering client data, posting commissions, generating commission reports, tracking marketing material, saving emails—it’s all so easy. The experience I’ve had with the help desk has been spectacular. AgencyBloc saves us time and thereby, MONEY!!!"

Tara J.
Trident Benefits

"I've been using AgencyBloc for 2 years, and I'm extremely pleased with it. AgencyBloc is easy to use and it's flexible—two things I significantly value. The reporting feature allows us to manage and analyze all of our data. Automated Workflows lets us automate our daily, monthly, and yearly tasks making us more efficient to reduce workloads and overhead costs. I highly recommend AgencyBloc as your agency management system."

Patty P.
My Benefit Advisor

"AgencyBloc is such a time saver for me. No paper files to search through. I just click some button, and all my information is there. Being able to set activities keeps me up to date and on task. The educational videos are so helpful. Customer Service has been fantastic when I have had to call. I can not imagine trying to do my job without this system. I can not recommend this product enough."

Jeri R.
Intermountain Agency, Inc.

"AgencyBloc has allowed our firm to improve our efficiencies internally as well as offer our clients a higher level of service and personal touches. We have leveraged activity tracking to manage the tasks we complete for our clients, workflows and pipelines to automate our basic agency processes, and commission management to better access the source of our revenues which helps us prioritize our most valuable clients."

Jim P.
Coordinated Benefits Company

Activity Tracking in an Agency Management System