AMS+ A scalable, industry-specific agency management system that helps your health insurance organization stay compliant and accelerate growth
Commissions+ Powerfully link agents, policies, and commissions data together to manage complex commissions structures efficiently
Quote+ Compare and quote all types of group benefits health insurance offerings in one central place for streamlined benefits proposals and enrollment
Group Benefits Reporting
Use the pre-built reports in AgencyBloc’s Quote+ solution to analyze your employee benefits agency or GA and gain crucial insights.
See an Overview of Quote+, an AgencyBloc Solution
For agencies and GAs that service the employee benefits space, it’s essential to have reporting and data analysis tools for your business and your employer groups.
AgencyBloc’s Quote+ solution was designed specifically for the employee benefits space. The pre-built reports in Quote+ are split into two categories: agency or GA-focused reports and reports for employer groups. Run agency or GA reports that focus on criteria, like:
Pull employer-ready reports that provide summaries about:
Dive deeper into upcoming group renewals and provide employer groups with more insight into their plan usage and enrollment. The pre-built reports in Quote+ include:
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"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."
"AgencyBloc has helped streamline pretty much everything—our business, our reporting, our policies. It has made our business flow so much better."
"AgencyBloc is very user-friendly, great to keep your book of business in order, and easy to assign things to agents. They are reasonably priced, and it'll help you build your business."
"We have been using AgencyBloc's platform for about a year and a half. We've had a great experience so far, and within that timeframe, we have been able to recover $69,000 in missed commissions, which has been amazing."
"AgencyBloc is our everything. It powers the operations of our entire agency. You can create a workflow for literally anything. We have workflows running in the background for every aspect of our business. Since moving to AgencyBloc, we have never missed a deadline; nothing has fallen between the cracks."
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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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.
Learn ways to optimize your organization, grow your business, stay compliant, and retain clients more effectively than ever.
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