Compliance Management for Insurance Agencies

Keep up with the ever-evolving regulatory landscape with AgencyBloc’s AMS+ solution.

One thing we can all count on in the health insurance, benefits, and senior insurance space is that changes are always on the horizon. Anticipate changes and make staying compliant easier with integrated compliance tools in your agency management platform.

AMS+ takes compliance to a whole new level with pre-built, electronic Scope of Appointment, ACA Consent to Contact, and ACA Attestation communications within the system. Quickly send the necessary forms via email or text message to the lead or prospect directly from AMS+. Plus, utilize pre-recorded messages to share important compliance statements with prospects and clients.

Once the forms have been signed, store the documents inside AMS+ for easy access and streamlined compliance management — like for the CMS Final Rule 2023!

Send Pre-Built Compliance Documents

Required compliance forms like Scope of Appointment (SOA), ACA Consent to Contact, and ACA Attestation come pre-built in AMS+. Agents can send these forms to leads and prospects via email or text message.

Store signed compliance documents in AMS+

Automated Signed Consent Document Storage

One part of compliance is getting the form signed. The other half is storage and access to that signed form. AMS+ simplifies this transaction by sending the compliance documents directly from and storing them in our health insurance CRM. This allows everyone on your team easy access whenever they need it.

Stay compliant with AgencyBloc's Platform

Stay Ahead of Compliance with AMS+

At AgencyBloc, our commitment is to serve the operational and growth needs of your team, which includes compliance. AMS+ is designed for the health insurance space. Our team will continue to monitor the compliance and regulatory changes in the industry and add new compliance requirements to our software.

Take the stress out of compliance communications.

Use these compliance email and text message templates to stay connected and compliant this year.

[Free Templates] Scope of Appointment Email Templates & Resources for Medicare Agents

[Free Templates] ACA Attestation Email Template & Resources for Marketplace Brokers

[Free Templates] ACA Consent to Contact Email Templates & Resources for Marketplace Brokers

Browse More Compliance Resources

Explore More Sales Enablement Solutions

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

AMS+ Client & Policy Management 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

"We've used AgencyBloc solutions for two years now, and it's made a tremendous difference in how we track our information, interact with our clients, and stay compliant."

Jennifer Z.
Medicare Healthcare WE CARE

"I adopted AgencyBloc about a year ago, and I consider it exceptional. So as far as compliance, I am completely integrated now. I can record calls on demand, save them, and have an archival record of everything. If you're thinking about bringing in a CRM, whether it's AgencyBloc's platform or any other, don't wait too long."

Mark R.
MediSmart Advisors

"AgencyBloc has been a game changer for us. Our business has grown as a result of having this system. The more I use it, the more I realize how powerful it is. Now that all my client information is in the CRM, everything I need is at my fingertips. I can save paper documents and attach them to the client record. This is huge for compliance purposes. I can't say enough good things about AgencyBloc. I highly recommend it."

Aida D.
AG Deason Insurance

"AgencyBloc has been an invaluable asset to our agency. It streamlines information and makes it easily accessible. The integrations with EASE are a huge help when it comes to keeping the info up to date on our groups. It does a wonderful job keeping us in compliance, from the ability to have pre-recorded messages for ACA and Medicare to recording and archiving the calls. The policy information and ability to pull up SOBs have made answering client questions a breeze. This is the best system we've ever used."

Michael B.
Bravo Insurance Solutions, LLC

"We had three separate CRMs. Why not just find one that can do everything and do it well? AgencyBloc checked 95% of what I was looking for, and they are continually moving forward. If you are looking at AgencyBloc, you're putting a step in the right direction."

Travis F.
Medi-Solutions Insurance Agency

Electronic Compliance Management for Health Insurance Agencies