AgencyBloc AMS+

AgencyBloc AMS+

AgencyBloc
Logicbox

Logicbox

Logicbox Software
+
+

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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

Logicbox offers a full suite of cloud-based business management modules and functions that can be configured to incorporate and automate the unique processes and workflows of a company, creating a single, integrated system. Features range from account management, prospecting, CPQ, and production as well as invoicing, purchasing and inventory management for distribution, installation, and service. Using the admin tools, the platform also provides custom notifications, approvals, permissions, custom reporting, and analytics.

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

Logicbox's manufacturing solution is suitable for small to midsize manufacturing companies in a variety of industries.

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

$55.00/month/user
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

Logicbox Software
Founded: 2010
United States
www.logicboxsoftware.com

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Categories

Categories

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

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

Business Management Features

Billing & Invoicing
CRM
Employee Management
Financial Management
Inventory Management
Marketing Management
Order Management
Point of Sale (POS)
Project Management
Purchasing
Scheduling
Time & Expense Tracking
Training Management
Vendor Management

Inside Sales Features

Auto-Dialing
Call List Management
Call Recording
Campaign Management
Dashboard
Data Management
Lead Capture
Lead Distribution
Lead Scoring
Performance Management

Professional Services Automation Features

Billing & Invoicing
Client Portal
Collaboration Tools
CRM
Document Management
Portfolio Management
Project Management
Proposal Generation
Quote Management
Resource Management
Time & Expense Tracking

Integrations

Five9
Adobe Acrobat Sign
AgentMethods
Docusign
Ease
Employee Navigator
Freshdesk
Google Calendar
Google Contacts
Google Docs
Intulse
Marketo
Microsoft Excel
Microsoft Outlook
Plex Smart Manufacturing Platform
QuickBooks Online
ReviewInc
Xinix
Zapier

Integrations

Five9
Adobe Acrobat Sign
AgentMethods
Docusign
Ease
Employee Navigator
Freshdesk
Google Calendar
Google Contacts
Google Docs
Intulse
Marketo
Microsoft Excel
Microsoft Outlook
Plex Smart Manufacturing Platform
QuickBooks Online
ReviewInc
Xinix
Zapier
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