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.
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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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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.
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• 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
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Verity
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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.
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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
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 Management
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
