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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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Insurance Upline Software for IMOs, FMOs, & GAs
AgencyBloc's Plus Suite gives GAs, IMOs, and FMOs the tools to manage downline agents, automate operations, and process override commissions, all in one insurance-specific platform.
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AgencyBloc is the insurance upline software GAs, IMOs, and FMOs rely on to manage their downline networks, recruit agents, and stay current with health, benefits, and Medicare-specific needs. Whether you're managing 50 downline agents or 5,000, AgencyBloc scales with your organization.
Dial up the power of your agent recruitment efforts with integrated insurance sales tools in AgencyBloc’s AMS+ solution:
Manage the entirety of your downline network via the secure CRM in AMS+:
Leverage upline-specific access and provide the support downlines need in AgencyBloc’s Quote+ solution:
Create complex payout structures, produce reliable financial reports, and easily track outgoing payments to downlines with Commissions+:
Are you a downline agency looking for your own AMS? See how AgencyBloc supports independent health, group benefits, and senior insurance agencies.
A comprehensive industry-specific agency management system (AMS) for health, benefits, and senior insurance organizations to simplify business management and accelerate growth
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The industry-leading commissions processing solution that helps insurance organizations cut their time spent processing commissions by 75% and uncover thousands of dollars in missing compensation
A multi-carrier, multi-product quoting and enrollment tool for group benefits GAs to provide better downline support during group sales and renewals
AgencyBloc is the only platform that lets GAs, IMOs, and FMOs create fully customizable hierarchy structures per carrier and downline, so commission splits, overrides, and payout structures are always accurate, no matter how complex.
Most uplines are leaving money on the table. AgencyBloc's Commissions+ solution helps IMOs and FMOs identify inaccurate or missing carrier payments. Clients have recovered over $40,000 in previously missed compensation.
Agent retention starts with the tools and support you provide. AgencyBloc gives your downlines their own portal to view commission statements, access policy data, and stay compliant, making your upline organization more valuable to recruit into and stay with.
Insurance uplines like general agencies (GAs), insurance marketing organizations (IMOs), and field marketing organizations (FMOs) need software built to manage complex downline relationships, agent activity, commissions, sales, and policy data in one place. AgencyBloc’s Plus Suite gives uplines insurance-specific tools to manage downline agents, automate operations, support recruiting, and process override commissions without relying on disconnected systems or manual spreadsheets.
Yes. IMO software and FMO software should be able to handle complex commission hierarchies, splits, overrides, carrier-specific payout rules, and downline payments. The Commissions+ solution supports customizable payout structures and hierachies, commission imports, automated agent statements, missed or inaccurate commission identification, and in-depth reporting so uplines can process commissions more accurately and efficiently.
Downline management software helps uplines support their agencies by centralizing agent records, activity tracking, license and certification management, communications, reporting, and workflow automation. AgencyBloc also helps uplines support group benefits quoting with Quote+, which includes census data management, multi-carrier quoting, medical health questionnaires, employer-ready proposals, and HIPAA-compliant submission technology.
GAs and FMOs can use a health insurance CRM to centralize client, policy, agent, communication, and activity data so leadership can better understand what’s happening across the business. With AMS+, uplines can track downline activity, monitor sales and retention efforts, review reporting and data analysis, and reduce the data silos that make it harder to spot trends, identify gaps, and make confident business decisions.
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"Take the advice from the agencies that have adopted AgencyBloc; most of them have done their due diligence and they chose AgencyBloc. The big players in the industry are using it, so trust in their choice to use AgencyBloc."
"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."
"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."
"My bottom line is really that I wholeheartedly recommend this system."
"The best impact has been agent retention. I have retained more agents through giving them an opportunity to use AgencyBloc under my agency. It's really gonna change and transform the way they conduct business, and it's gonna transform the way that they handle their business on a professional level."