AgencyBloc Platform
Full Plus Suite of insurance-specific solutions
AMS+, Agency Management System
All-encompassing, industry-specific sales and servicing agency management system
Commissions+
Streamlines processing and management, saves your team time, and helps you uncover thousands of dollars in missing money
Engage+
Ready-for-you insurance digital marketing tool for streamlined communication and engagement
Quote+
Accelerates small group quoting and enrollment, helping agencies and GAs manage employee benefits
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Independent Insurance Agency Management
AgencyBloc is the #1 Recommended Insurance Industry Growth Platform built for independent agents and agencies selling health, Medicare, group benefits, and senior market products.
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AgencyBloc's Plus Suite is insurance agency management software built exclusively for independent health, Medicare, group benefits, and senior market agents. Unlike one-size-fits-all platforms, every feature is purpose-built for your industry, your compliance requirements, and your clients.
Turn the heat up on your sales initiatives and increase conversions with the insurance-focused sales tools in AMS+:
Make group benefits quoting and enrollment simpler with AgencyBloc’s Quote+ solution. Features include:
Centralize your client servicing and retention efforts in one location with AMS+. Leverage key functionality, like:
Drastically reduce the time spent processing commissions and protect your bottom line using Commissions+. Features include:
AMS+ is agency management software for insurance agents in the health, Medicare, and group benefits space. It combines CRM, policy tracking, compliance management, automation, and agent management in one platform purpose-built for your market.
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Commissions+ is insurance commission software built for health and Medicare agents. It handles carrier-specific mapping, automated imports, and payout structures so your agency spends 75% less time processing commissions and stops leaving money on the table.
Quote+ is a small group benefits quoting software for independent insurance agents and brokers. Compare plans across multiple carriers, build employer-ready proposals, and submit enrollments through a single HIPAA-compliant platform integrated directly with AMS+.
AgencyBloc is not a generic agency management system adapted for health insurance. It was built from the ground up for independent agents selling health, Medicare, group benefits, and senior market products, with features, workflows, and compliance tools designed around how your market actually works.
From prospecting and quoting to client retention and commissions processing, AgencyBloc solutions cover the full lifecycle of an independent insurance agency in one connected platform. No stitching together separate tools for CRM, communication, commissions, and quoting.
Health and Medicare agents operate in one of the most regulated industries in the country. AgencyBloc's cloud-based platform is HIPAA-compliant and audited regularly for HITRUST and SOC 2 Type II, so your agency's data and your clients' information stay secure and audit-ready.
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"AgencyBloc proved to be a PERFECT CHOICE for our office. My overall experience with AgencyBloc is 100% SATISFIED. My only regret is that I didn't change sooner, as this is a MUCH BETTER SYSTEM and MUCH EASIER TO WORK. We look forward to a very long relationship."
"AgencyBloc is a constantly evolving CRM that has already improved our processes quite a bit, and we are hoping, with continued updates, it can evolve even more to keep our company as organized and efficient as possible."
"The next step to growing your company is AgencyBloc. We were using a spreadsheet to track all our clients, and it was getting hard to keep everything in order that way. Once we saw what AgencyBloc could and does do for us, it was a no-brainer."
"Something I've found impressive since I joined AgencyBloc is that AgencyBloc works for all agencies in the health and life industry. AgencyBloc can accommodate most agencies and has a layout all agency types can use and benefit from—even those who aren't familiar with a CRM."
"AgencyBloc's platform really allows us to run our office in the most efficient manner. What attracted us most was the Commissions+ solution, which has alleviated a lot of our time and let us be more productive. If you're thinking of exploring options for your agency management system, I'd definitely recommend AgencyBloc's platform and give it 5 stars!"