AgencyBloc AMS+

AgencyBloc AMS+

AgencyBloc
Costimator

Costimator

MTI Systems
+
+

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About

#1 Recommended Insurance Industry Growth Platform AgencyBloc's Plus Suite of industry-specific solutions helps health, senior, and benefits agencies organize their data, ensure compliance, automate workflows, manage clients and policies, and much more—effectively removing roadblocks for sustainable growth.

About

Helping shops accurately estimate more quotes, win more jobs and generate more profits. Estimate with or without the aid of a 3D CAD model. Utilize time tested and industry validated cost models to quickly estimate labor times and costs. Simultaneously estimate multiple quantities by automatically amortizing setup and other quantity sensitive costs. Centralized database enables real time updates and quick retrieval and review of estimate data throughout the organization. Import tools enable mass uploading of manufacturing data to quickly refresh quotes with the most current information. Export tools can be easily utilized to produce custom reports and links to other software, such as ERP/MRP systems. Automatically generates a formal quote as well as a series of useful management reports.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Health and Life insurance agencies--from one and two-person agencies to MGAs and IMO/FMOs.

Audience

Manufacturing

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$109.00/month
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

AgencyBloc
Founded: 2008
United States
www.agencybloc.com

Company Information

MTI Systems
Founded: 1982
United States
www.mtisystems.com

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Categories

Categories

Quoting Features

Automated Quoting
Catalog Management
Client Portal
Contact Management
Customer Accounts
Customizable Branding
Discount Management
Forms Creation
Pricing Management
Product Configurator
Proposal Management

CRM Features

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Commission Features

Affiliate Management
Agency Commission
Commission Calculations
Commission Scheduling
Commission Tracking
Compliance Management
Flat Commissions
Incentive Programs
Multi-Tiered Commissions
Percentage Commissions
Sliding Scale Commissions
Split Commissions

Insurance Agency Features

Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management

Insurance Policy Features

Cancellation Tracking
Claims Tracking
Policy Generation
Policy Issuance
Policy Processing
Quotes / Estimates
Rating Engine
Reinstatement Tracking
Reinsurance Administration
Renewal Management
Underwriting Management

Quoting Features

Automated Quoting
Catalog Management
Client Portal
Contact Management
Customer Accounts
Customizable Branding
Discount Management
Forms Creation
Pricing Management
Product Configurator
Proposal Management

Job Shop Features

Billing & Invoicing
Capacity Management
Job Costing
Job Tracking
Order Management
Purchasing
Quality Control
Quotes / Estimates
Scheduling
Shipping Management
Traceability
Work Order Management

Manufacturing Features

Accounting Integration
ERP
Maintenance Management
MES
MRP
Purchase Order Management
Quality Management
Quotes/Estimates
Reporting/Analytics
Safety Management
Shipping Management

Integrations

AgentMethods
Ease
Employee Navigator
Five9
Intulse
JobBOSS²
Microsoft Excel
ReviewInc
Xinix
Zapier

Integrations

AgentMethods
Ease
Employee Navigator
Five9
Intulse
JobBOSS²
Microsoft Excel
ReviewInc
Xinix
Zapier
Claim AgencyBloc AMS+ and update features and information
Claim AgencyBloc AMS+ and update features and information
Claim Costimator and update features and information
Claim Costimator and update features and information