AgencyBloc AMS+

AgencyBloc AMS+

9 Review(s)

Overview

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.

Overall Rating

Based on 9 users reviews

4.9

Rating Distribution

Positive

100%

Neutral

0%

Negative

0%

Starting Price
Custom

AgencyBloc AMS+ Specifications

Contact Management

Lead Management

Opportunity Management

Sales Forecasting

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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
The tool also offers a free trial to allow users to try it out before purchasing. Get a tailor-made AgencyBloc AMS+ cost estimate specific to your requirements.

Disclaimer: The pricing is subject to change.

AgencyBloc AMS+ Integrations

The AgencyBloc AMS+ software integrates with the following tools and platforms:

You can watch a free AgencyBloc AMS+ demo to see the software in action before making a purchase.

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.

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AgencyBloc AMS+ supports comprehensive policy administration, including group and individual records, carrier tracking, and lifecycle visibility for improved client service and retention.

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AgencyBloc AMS+ software automates commission calculations, payment tracking, missing commissions identification, and agent statement generation for accurate and timely payouts for clients.

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This feature helps reduce manual work, increase accountability, and maintain consistent client engagement throughout the policy lifecycle by automating routine tasks and client communications.

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The 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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Pros And Cons of AgencyBloc AMS+

Pros

  • Highly intuitive and easy to learn

  • Strong commission and client management

  • Automation and task tracking significantly reduce manual follow-up work

Cons

  • Email campaign visibility is limited

  • Occasional performance slowdowns when renewing group policies

AgencyBloc AMS+ Reviews

Total 9 reviews

4.9

All reviews are from verified customers

Rating Distribution

5

Stars

89%

4

Stars

11%

3

Stars

0%

2

Stars

0%

1

Stars

0%

Share your experience

DK

Danielle K.

Small Business, 11-50 employees

5.0
January 2024

“Had an amazing experience

Pros

I find this system prtety user-friendly and simple to navigate. Also the support team is the best and always ready to help when I need assistance. And the automated features really streamline our daily operations and make everything much more efficient.

Cons

The main thing I would want to see improved is more customization options for automated workflows and reporting. We have not moved to the AMS+ platform yet but from what I understand, the newer version should address some of these limitations.

Rating Distribution

Ease of use

10

Value for money

10

Customer Support

10

Functionality

10

AR

Alyssa R.

Small Business, 11-50 employees

4.0
August 2023

“Transition was smooth

Pros

AgencyBloc AMS+ platform is pretty easy to use. Also setting up tasks for myself and colleagues is not a problem anymore and the reporting feature pulls accurate data without any hassle.

Cons

I really wish there was a way to send emails and texts straight from the platform as it would be great to have everything documented in one place for future reference.

Rating Distribution

Ease of use

9

Value for money

9

Customer Support

8

Functionality

9

JD

Joshua D.

Small Business, 11-50 employees

5.0
April 2023

“Excellent tool for agency work

Pros

I really like how this tool keeps everything organized, almost like a super powered filing system. The biggest change has been how our team communicates through the Activities tab for each policy. Overall it has made everything flow much better internally. We have also connected with other platforms like InTulse for telecommunications and Client Circle for member growth and retention and they integrate smoothly.

Cons

Well the enrollment process has become more time consuming than before because of all the extra clicks required to record policy information. Another frustrating issue is that we cannot edit or delete anything on the Activities tab which gets really cluttered for some clients since every phone call automatically generates a new activity entry.

Rating Distribution

Ease of use

10

Value for money

10

Customer Support

10

Functionality

10

View All 9 Reviews

Frequently Asked Questions

AgencyBloc AMS+ only supports the English language.

Yes, AgencyBloc AMS+ offers an API.

No, AgencyBloc AMS+ doesn't offer a dedicated mobile app.

Agencybloc offers custom pricing for its three main solutions: AMS+, Commissions+, and Quote+. The AMS+ solution is further available in three tiers — Grow, Accelerate, and Elevate — designed to fit different agency needs. Obtain a tailor-made AgencyBloc AMS+ price estimate according to your needs.

Typical users include life and health insurance agencies, group benefits brokers, medicare specialists, FMOs, IMOs, GAs, and insurance call centers.

AgencyBloc AMS+ offers onboarding assistance, email and phone support, live chat, and a knowledge base with tutorials and webinars.

The AgencyBloc AMS+ software integrates with Ease Central, SunFire, PlanCompare Edge, and Lead Advantage Pro.