AgencyBloc AMS+ is an agency management system designed for life and health insurance agencies to manage clients, policies, commissions, and compliance from a single platform. While it lacks built-in functionality for property and casualty insurance lines, it does deliver robust tools tailored to the specific needs of senior market agencies.
AgencyBloc AMS+ Specifications
Contact Management
Lead Management
Opportunity Management
Sales Forecasting
What Is AgencyBloc AMS+?
AgencyBloc AMS+ is a cloud-based agency management system built specifically for life and health insurance agencies. It combines client and policy management, commission processing, quoting, workflow automation, and compliance tracking in a centralized platform. Designed to support benefits and senior market agencies, it helps streamline day-to-day operations, improve team collaboration, and enhance client service. The platform offers tailored tools to manage complex insurance workflows and maintain data accuracy.
AgencyBloc AMS+ Pricing
The AgencyBloc offers custom pricing for its three main solutions: AMS+, Commissions+, and Quote+. The AMS+ solution is further divided into three customizable tiers:
- Grow
- Accelerate
- Elevate
Disclaimer: The pricing is subject to change.
AgencyBloc AMS+ Integrations
The AgencyBloc AMS+ software integrates with the following tools and platforms:
- Ease Central
- SunFire
- PlanCompare Edge
- Lead Advantage Pro®
Who Is AgencyBloc AMS+ For?
AgencyBloc AMS+ software is ideal for:
- Health and benefits insurance agencies
- Independent insurance agents
- Insurance uplines
- Health insurance carriers
- Group benefits agencies
- Call centers
Is AgencyBloc AMS+ Right For You?
AgencyBloc AMS+ is a strong fit for insurance organizations looking to manage life, health, medicare, and employee benefits more efficiently. With built-in tools for policy tracking, commission processing, quoting, and client communication, it’s tailored to the needs of agencies serving complex and regulated markets. The tool is great for teams seeking to reduce manual processes, scale, and stay compliant with regulations.
Still not sure? Contact our support team at (661) 384-7070 for personalized guidance.
AgencyBloc AMS+ Features
The tool centralizes contacts, leads, clients, and policies with activity tracking, communication history, and custom fields tailored for health, benefits, and senior insurance workflows.
See How It WorksAgencyBloc AMS+ supports comprehensive policy administration, including group and individual records, carrier tracking, and lifecycle visibility for improved client service and retention.
See How It WorksAgencyBloc AMS+ software automates commission calculations, payment tracking, missing commissions identification, and agent statement generation for accurate and timely payouts for clients.
See How It WorksThis feature helps reduce manual work, increase accountability, and maintain consistent client engagement throughout the policy lifecycle by automating routine tasks and client communications.
See How It WorksThe tool offers task assignments, activity dashboards, calendar sync, and productivity tracking to help agencies stay organized and accountable. This also helps with creating clear data trails, allowing organizations to stay compliant.
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