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
tigerlab
tigerlab makes cloud-native, API-first insurance software. The tigerlab Broker Management System (BMS) runs insurance brokerages, and the tiger suite (formerly i2go) gives insurers, MGAs and embedded insurance providers their core systems.
The BMS keeps every client, policy, document and renewal in one record. It automates commission calculations, invoicing and reconciliation, runs compliance checks such as sanctions screening for each jurisdiction, and uses AI for document extraction and email summaries. It connects to BiPRO in Germany and EcoHub in Switzerland, and runs several countries and branches on one platform.
The tiger suite has four systems that run alone or together: Policy Management, Billing, Claims Management and Distribution Management.
tigerlab has SOC 2 Type II attestation and ISO 27001 certification, and supports GDPR and DORA. Both product lines deploy in the cloud or on-premises and connect through open APIs.
Book a demo at tigerlab.com!
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Commissionly Tracker
For less than the cost of an employee, our insurance commissions calculation software saves time and recovers profit from missing commissions for Medicare and other lines of insurance.
Our insurance commission management software automates the tracking of missing payments and calculates all your commissions, overrides, splits, overrides, bonuses and uplines.
Our carrier statement import system matches the headings in your carrier reports to swiftly import commission payments. Multiple carrier reports will be converted into standard formats so that you can extract useful reports from the data.
The system will identify any Medicare or other insurance commission payments that do not match the schedule or amount you expect to receive. You can export your discrepancies with all the carrier information attached ready to send to your carrier for correction and payment.
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Keap
Find out how Keap helps you get organized, automate daily tasks and close more leads. Keap, formerly known as Infusionsoft, is the all-in-one CRM, designed for small business owners. The smarter way for small businesses to do great work. Keap organizes your client information & daily work in one place, freeing you up from repetitive tasks. All new and existing leads are in one place. All of your client information is accessible anywhere, 24/7. Take the friction out of winning work with hassle-free scheduling and easy quoting. Get out of bill collecting and get paid faster by tracking outstanding invoices. Deliver the kind of service that earns you referrals, leading to long-term relationships (and business).
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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.
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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
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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
Supported
Call Logging
Supported
Document Storage
Supported
Email Marketing
Supported
Marketing Automation Integration
Supported
Task Management
Supported
Internal Chat Integration
Not Supported
Lead Scoring
Not Supported
Mobile Access
Not Supported
Quotes / Proposals
Not Supported
Segmentation
Not Supported
Social Media Integration
Not Supported
Territory Management
Not Supported
Commission
Agency Commission
Supported
Commission Calculations
Supported
Commission Scheduling
Supported
Commission Tracking
Supported
Flat Commissions
Supported
Multi-Tiered Commissions
Supported
Percentage Commissions
Supported
Split Commissions
Supported
Affiliate Management
Not Supported
Compliance Management
Not Supported
Incentive Programs
Not Supported
Sliding Scale Commissions
Not Supported
Insurance Agency Management
Commission Management
Supported
Contact Management
Supported
Document Management
Supported
Life & Health
Supported
Policy Management
Supported
Claims Management
Not Supported
Insurance Rating
Not Supported
Property & Casualty
Not Supported
Quote Management
Not Supported
Insurance Policy
Claims Tracking
Supported
Policy Processing
Supported
Renewal Management
Supported
Cancellation Tracking
Not Supported
Policy Generation
Not Supported
Policy Issuance
Not Supported
Quotes / Estimates
Not Supported
Rating Engine
Not Supported
Reinstatement Tracking
Not Supported
Reinsurance Administration
Not Supported
Underwriting Management
Not Supported
Quoting
Automated Quoting
Supported
Catalog Management
Supported
Forms Creation
Supported
Product Configurator
Supported
Proposal Management
Supported
Client Portal
Not Supported
Contact Management
Not Supported
Customer Accounts
Not Supported
Customizable Branding
Not Supported
Discount Management
Not Supported
Pricing Management
Not Supported