Packages

AMS+ Packages

A scalable, industry-specific management system that helps independent insurance agencies, GA's, IMO/FMOs, and call centers stay compliant and accelerate growth.

  • Grow

    Essential Tools to Build Your Foundation

    For agencies establishing their foundation. Grow provides the essential tools to manage leads, clients, policies, and activities efficiently.

    Includes

    • Health, senior & benefits-specific CRM
    • Basic servicing & lead workflows
    • Electronic SOA, ACA consent & attestations
    • E-mail marketing, landing pages & lead forms
    • Quoting & enrollment integrations

    Starting at $109/mo.

    Contact Sales

  • Accelerate

    Automation & Efficiency to Scale Faster

    For agencies and organizations ready to optimize operations, accelerate sales with advanced automation, integrations, and Medicare data collection to fuel growth.

    Everything in Grow, plus

    • Premium servicing & lead workflows
    • Automated lead assignment & routing
    • Rx Collect
    • RetireFlo (Medicare) Rx & provider intake

    Starting at $139/mo.

    Contact Sales

  • Elevate

    Advanced Features to Lead the Market

    For high-performing agencies and organizations, Elevate delivers top-tier communication tools with built-in VoIP capabilities.

    Everything in Accelerate, plus

    • Integrated VoIP
    • Call queues for leads
    • Call recording & storage

    Starting at $169/mo.

    Contact Sales

Larger organization? We work with IMOs, FMOs, GAs, large agencies, and other organizations to develop customized pricing and packages tailored to their unique needs and goals. Request Enterprise Pricing

Add-on Solution – Compliments AMS+

Add Commissions+

Commissions+, an AgencyBloc solution, powerfully links agents, policies, and commissions data together so you can drastically reduce time spent processing, quickly identify missed commissions from carriers, pay producers accurately, and effectively analyze your financial data.

Contact Sales

  • Import carrier data
  • Build customizable rate tables for processing
  • Track bonuses, advances, & overrides
  • Build customizable payee schedules & defaults
  • Generate detailed agent statements
  • Identify missed commissions
  • Create custom commission & financial reports
Add-on SOlution – Compliments AMS+

Add Engage+

Engage+, an AgencyBloc solution, powers your entire marketing organization with a semi-custom, insurance-specific website, library of social posts and emails, and automation tools, so you can control all of your marketing efforts seamlessly from one location.

Contact Sales

  • Access a library of 800+ insurance-specific social posts
  • Pre-schedule posts in under 30 minutes a month
  • Connect and manage all social profiles
  • Access an expert-built & managed insurance website
  • Automate lead form submission & follow-up
  • Build your skills with free marketing best practices articles & videos
  • Explore communication options in the customizable email & automation template library
  • Track success with built-in reporting & analysis tools
Works seamlessly on its own or with AMS+

Get Quote+

Quote+, an AgencyBloc solution, empowers brokers to compare all types of group health insurance offerings—including community rated, medically underwritten, and ancillary—in one central place, create proposals, and efficiently gather necessary information for enrollment.

Contact Sales

  • Quote medically underwritten, community rated, & ancillary products
  • Track employer & employee data
  • Manage HIPAA-compliant enrollment forms
  • Automate form submission to multiple carriers at once
  • Issue digital medical health questionnaire
  • Create customizable benefit proposals
  • Build auto-filled carrier-specific forms
  • Report on medical condition, employee status, & plan selection

See Real Client Experiences

See All Testimonials

"AgencyBloc has streamlined our business. It has operationally helped us in more ways than one. We’ve been able to take our business to the next level and grow because of our partnership with AgencyBloc."

Cristin H.
The Brokerage, Inc.

"Since we began AgencyBloc over three years ago, we have been able to triple our book of business. The Commission Module alone has saved me thousands of dollars in payroll while decreasing human error. I'm confident that when I pay my agents, I pay them exactly what I promised. I highly recommend AgencyBloc for anyone looking to take their business to the next level."

Brian S.
South Dakota Senior Insurance

"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 is our core. It just makes sense to manage your book of business. From commissions to workflows, CRM, digital marketing — it just really hits every note and checks all the boxes for us."

Alicia B.
Action Benefits

"AgencyBloc's platform is state-of-the-art. It has connections to assist with the policy quoting, making it easier for our agents and operations to synthesize the data and make it most efficient."

Deborah C.
NFP