Seamlessly Quote and Enroll Clients with the Integration Between PlanCompare Edge for Agents & AMS+

The #1 Recommended Insurance Industry Growth Platform for Health, Benefits, and Senior Insurance Organizations

• Industry-Specific CRM

  Manage prospects, clients, policies, agents, carriers, and more with the industry-specific CRM in AgencyBloc’s AMS+ solution. Improve client retention, streamline policy management, and maintain meaningful communication all in one location.

• Commissions+

  AgencyBloc’s Commissions+ solution has helped agencies spend up to 75% less time processing commissions. Commissions+ saves you time and resources, helps you identify missed commissions, and gives you insightful commission insights.

• Sales Enablement

  Streamline your sales processes with industry-specific sales tools like texting, insurance-specific VoIP, email marketing, electronic compliance management, lead routing rules, activity tracking and task assignment, and more in AgencyBloc’s AMS+ solution.

• Quote+

  Quote, gather medical health questionnaires, and create employer-ready proposals all in one centralized location. Through the guided process, brokers can reduce their time spent managing, enrolling, and servicing their group benefits clients every renewal season by up to 50%.

• Workflow Automation

  Automation helps you spend less time on manual, time-consuming tasks. Send text messages or emails and assign new tasks in AgencyBloc’s AMS+ solution so no important tasks or touchpoints are missed.

• Dashboard Analytics & Reporting

  Get a pulse on the health of your organization with real-time graphs and charts in AgencyBloc’s AMS+ solution. Manage insights for sales, servicing, commissions, and more. Then, dive deeper with integrated custom reporting tools.