AgencyBloc AMS+ logo

AgencyBloc AMS+

by AgencyBloc · Since 2005
No reviews yet
Active1+ countriesCloud
Quick facts
VendorAgencyBloc
Year launched2005
StatusActive
LocationCedar Falls, Iowa
Countries served1+
Languages1
Integrations4+
Free tier
Free trial
Contact salesYES

About AgencyBloc AMS+

AgencyBloc AMS+ is an agency management software from AgencyBloc that supports health insurance agencies in their growth. It combines commission processing, CRM functionalities, and marketing tools so that agencies can manage their operations effectively. The platform also includes quoting and enrollment capabilities to simplify client interactions. With features like Automation & Efficiency and Commissions+, users can improve their workflow and ensure accuracy in commissions. The software is designed to cater specifically to health insurance agencies, helping them navigate the complexities of their industry while focusing on growth. Key capabilities: commission processing CRM tools marketing features quoting enrollment Best for: health insurance agencies that need comprehensive management solutions.

AgencyBloc AMS+ is a comprehensive agency management system designed specifically for insurance agencies to streamline their business processes and enhance client relationship management. One of its standout features is its robust CRM functionality, tailored to meet the unique needs of insurance professionals. From sales tracking to policy management, this software offers a wide range of tools to improve efficiency and drive growth. The user interface of AgencyBloc AMS+ is clean, intuitive, and user-friendly. The layout is well-organized, making it easy to navigate and find the necessary information quickly. One unique design element that enhances the user experience is the customizable dashboards, allowing users to create personalized views of their data to suit their preferences and workflows. What sets AgencyBloc AMS+ apart from its competitors is its focus on automation and customization. The software allows users to automate routine tasks, such as policy renewals and commission calculations, saving time and reducing manual errors. Additionally, users can customize fields, reports, and workflows to align with their specific business requirements, providing a tailored solution that fits their agency's unique needs.

Pros & Cons

What users like
  • +Industry-Specific Design: Tailored specifically for health and life insurance agencies.
  • +Comprehensive Feature Set: Offers a wide range of tools for agency management.
  • +User-Friendly Interface: Designed for ease of use by insurance professionals.
  • +Strong Customer Support: Provides responsive and knowledgeable support.
  • +Scalable Solutions: Suitable for agencies of various sizes.
What users flag
  • Geographical Limitations: Primarily designed for the U.S. market.
  • Pricing Transparency: Pricing details are not publicly available.
  • Integration Limitations: May not integrate with all third-party applications.
  • Learning Curve: Some users may require time to fully utilize

Features

Key features

Centralized Platform
Track your entire book of business in one place.
Data Ownership
You own the data within the platform.
Focus on Growth
Designed to help agencies and agents grow their businesses.
Versatility
Suitable for various insurance sectors (health, senior, benefits).
Sales Enablement
Tools to assist in the sales process.
Customer Management
Features for managing customer relationships and policies.
Commission Tracking
Tools to track and manage commissions.
Data Security
Emphasis on data security and compliance.

Additional features

Centralized Platform
Track your entire book of business in one place.
Data Ownership
You own the data within the platform.
Focus on Growth
Designed to help agencies and agents grow their businesses.
Versatility
Suitable for various insurance sectors (health, senior, benefits).
Sales Enablement
Tools to assist in the sales process.
Customer Management
Features for managing customer relationships and policies.
Commission Tracking
Tools to track and manage commissions.
Data Security
Emphasis on data security and compliance.

Pricing

Free trial
Free version
Request a quote
Promo Offer

Countries & Languages

1
Countries served
1
Interface languages
23
Billing currencies

Available in

USD

Interface languages

English

Billing currencies

🇺🇸USD🇪🇺EUR🇬🇧GBP🇨🇦CAD🇦🇺AUD🇯🇵JPY🇨🇳CNY🇮🇳INR🇷🇺RUB🇧🇷BRL🇲🇽MXN🇦🇪AED🇸🇦SAR🇹🇷TRY🇮🇩IDR🇮🇱ILS🇿🇦ZAR🇳🇿NZD🇸🇪SEK🇵🇱PLN🇨🇭CHF🇹🇭THB🇰🇷KRW

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