Audience
Health and Life insurance agencies--from one and two-person agencies to MGAs and IMO/FMOs.
About AgencyBloc AMS+
#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.
Other Popular Alternatives & Related Software
Jenesis Agency Management
Jenesis Agency Management System is web-based software designed to help insurance agents seamlessly manage existing clients, market to potential prospects, improve business efficiency, and manage sales & retention. With the ability to access your agency from anywhere on any device, Jenesis is easy to use and affordable. Jenesis offers a variety of features that include a client portal, email integration, ACORD forms, carrier downloads, credit card integration, rating, receipts and invoicing, and more. There are multiple packages to choose from depending on the needs of your agency. By leveraging Jenesis Agency Management System, you can maximize your time and grow your revenue stream.
Learn more
InsureEdge
InsureEdge is an end-to-end Insurance Software designed to help insurance businesses gain maximum value through its comprehensive modules. The highly customizable and configurable solution boasts of the industry’s best insurance processing functionalities. Suitable for multiple lines of insurance businesses, InsureEdge can effectively and efficiently manage and streamline workflows to boost performance, profitability, and accuracy. It supports a variety of everyday operations through back office automation and other modules including customer relationship management, policy administration, claims processing, and more. As a flexible and scalable insurance software, InsureEdge is the key to future proofing your business.
Learn more
NextAgency for Health & Life Insurance
NextAgency is life and health insurance agency management software. Unlike insurance agency management systems built primarily for property and casualty agencies, NextAgency is designed for health insurance, employee benefits, Medicare, and life insurance agencies.
• Life and health insurance agency CRM for prospects, clients, policies, renewals, and relationships
• Marketing tools with email campaigns, drip marketing, and texts
• Automated insurance agency workflows
• Business analytics, dashboards, and reporting for agency performance and pipeline management
• Compliance and disclosure tools with e-signatures and required insurance documentation
• Optional insurance commission tracking with carrier statement imports, reconciliation, and sub-agent management
• Easy to customize for how your insurance agency works
• Top-rated support
• Free Android and iPhone apps
• Insurance agency software with transparent pricing, a 30-day free trial, and no long-term contract required
Learn more
InsuraCRM
InsuraCRM, a fully-functional insurance CRM software, unleashes the power of automation and enables insurance agencies, carriers, and brokers to boost sales and customer acquisition. It helps insurers manage administration, organize customer data, automate underwriting processes, resolve claims in quick time, generate quotes, and more from a centralized platform. The agile CRM for insurance agents is equipped with next-gen features and functionalities to empower insurers to collaborate in real-time and discover more up-selling and cross-selling opportunities.
Learn more
Pricing
Starting Price:
$109.00/month
Pricing Details:
Plans start at $109/month and are customized to each agency.
Free Trial:
Free Trial available.
Company Information
AgencyBloc
Founded: 2008
United States
www.agencybloc.com
Videos and Screen Captures
Other Useful Business Software
Ship Agents Faster
Gemini Enterprise Agent Platform lets you rapidly build, scale, govern and optimize production-ready agents grounded in your organization's data. The platform enables developers to build custom or pre-built agents for virtually any use case. New customers get $300 in free credits.
Product Details
Platforms Supported
Cloud
Training
Documentation
Live Online
Webinars
In Person
Videos
Support
Phone Support
Online
AgencyBloc AMS+ Frequently Asked Questions
AgencyBloc AMS+ Product Features
CRM
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Marketing Automation Integration
Task Management
Internal Chat Integration
Lead Scoring
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Territory Management
Commission
Agency Commission
Commission Calculations
Commission Scheduling
Commission Tracking
Flat Commissions
Multi-Tiered Commissions
Percentage Commissions
Split Commissions
Affiliate Management
Compliance Management
Incentive Programs
Sliding Scale Commissions
Insurance Agency
Commission Management
Contact Management
Document Management
Life & Health
Policy Management
Claims Management
Insurance Rating
Property & Casualty
Quote Management
Insurance Policy
Claims Tracking
Policy Processing
Renewal Management
Cancellation Tracking
Policy Generation
Policy Issuance
Quotes / Estimates
Rating Engine
Reinstatement Tracking
Reinsurance Administration
Underwriting Management
Quoting
Automated Quoting
Catalog Management
Forms Creation
Product Configurator
Proposal Management
Client Portal
Contact Management
Customer Accounts
Customizable Branding
Discount Management
Pricing Management