AgencyBloc AMS+

AgencyBloc AMS+

AgencyBloc
Oracle CPQ

Oracle CPQ

Oracle
+
+

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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

Oracle Configure, Price, Quote (CPQ) guides customers through a step-by-step process of entering a correctly configured and fully detailed purchase order. Once a correctly configured order is entered, the CPQ solution responds with a price quote including all the proper discounts, terms, and conditions for this specific customer. If the customer accepts the quote, it then becomes an order. The solution improves order accuracy, shortens sales cycles, and lowers operational costs. It is the only configure, price, quote solution available today that is designed to connect the front- and back-office.

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

Companies that need a powerful CPQ solution

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:

Review this Software

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

Oracle
Founded: 1977
United States
www.oracle.com/cx/sales/cpq/

Alternatives

Macaw AMS

Macaw AMS

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Commissionly Tracker

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servicePath CPQ

servicePath CPQ

servicePath
InsureEdge

InsureEdge

Damco Solutions
AUSIS

AUSIS

Artivatic.ai
Sculptor CPQ

Sculptor CPQ

Twistellar

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

Integrations

AgentMethods
Coexsys Timekeeping Cloud
CustomerGauge
Daisee
Ease
Employee Navigator
Five9
Logik.io
OnScreen
Oracle Commerce
Oracle E-Business Suite
Powertrak
ReviewInc
Smart Demand Planner
SutiExpense
Technicon CPQ
Xinix
advastamedia®/O

Integrations

AgentMethods
Coexsys Timekeeping Cloud
CustomerGauge
Daisee
Ease
Employee Navigator
Five9
Logik.io
OnScreen
Oracle Commerce
Oracle E-Business Suite
Powertrak
ReviewInc
Smart Demand Planner
SutiExpense
Technicon CPQ
Xinix
advastamedia®/O
Claim AgencyBloc AMS+ and update features and information
Claim AgencyBloc AMS+ and update features and information
Claim Oracle CPQ and update features and information
Claim Oracle CPQ and update features and information