AgencyBloc AMS+

star star star star star 0.0 (0 reviews) | CRM Software · CRM For Financial Services

Streamline your life and health insurance agency with AgencyBloc AMS+, the all-in-one platform for managing clients, policies, and compliance efficiently.

Get Pricing play_circleWatch Demo

Product Overview

AgencyBloc AMS+ serves as a comprehensive agency management solution specifically crafted for agencies involved in life and health insurance. This platform enables users to efficiently handle clients, policies, commissions, and compliance all in one place. Although it does not offer integrated features for property and casualty insurance, it provides powerful tools that cater to the unique requirements of agencies focused on the senior market.

Product Details

What Is AgencyBloc AMS+?

AgencyBloc AMS+ is a comprehensive cloud-based management system tailored for life and health insurance agencies. This platform integrates client and policy management, commission processing, quoting, workflow automation, and compliance monitoring into one cohesive solution. Specifically designed for agencies focused on benefits and the senior market, it aims to optimize daily operations, foster teamwork, and elevate client service levels. With specialized tools at its disposal, it effectively handles intricate insurance workflows while ensuring data integrity.

AgencyBloc AMS+ Pricing

AgencyBloc provides customized pricing options for its three primary solutions: AMS+, Commissions+, and Quote+. The AMS+ solution is segmented into three adaptable tiers:

Grow
Accelerate
Elevate

A free trial is available, allowing potential users to explore the software prior to making a purchase decision. You can obtain a personalized cost estimate for AgencyBloc AMS+ that caters to your specific needs.

Please note: Pricing may vary over time.

AgencyBloc AMS+ Integrations

The AgencyBloc AMS+ software seamlessly integrates with several tools and platforms, including:

Ease Central
SunFire
PlanCompare Edge
Lead Advantage Pro®

A free demo of AgencyBloc AMS+ is available for you to see the software in action before you commit to a purchase.

Who Is AgencyBloc AMS+ For?

This software is well-suited 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?

If you're part of an insurance organization seeking to streamline the management of life, health, Medicare, and employee benefits, AgencyBloc AMS+ could be the right choice. Its built-in features for policy tracking, commission management, quoting, and client communication are specifically designed for agencies operating within complex regulatory environments. This tool is ideal for teams aiming to minimize manual tasks, grow their operations, and maintain compliance with industry regulations.

If you're still uncertain, feel free to reach out to our support team at info@softwareseekers.com for personalized assistance.

CRM Software Features

cancel Security

cancel Training

cancel Dashboard

cancel Invoicing

cancel Reporting

cancel Timeclock

cancel Mobile App

cancel Mobile CRM

cancel Purchasing

cancel Online Help

cancel AI Analytics

cancel Audit Trails

cancel ChatGPT said:

cancel Integrations

cancel Lead Routing

cancel Sales Orders

cancel Client Portal

cancel HR Compliance

cancel Insurance CRM

cancel Time Tracking

cancel CRM for Retail

cancel Healthcare CRM

cancel Mobile CRM App

cancel Sales Pipeline

cancel Sales Tracking

cancel Tax Management

cancel Budget Tracking

cancel Case Management

cancel CRM for Coaches

cancel CRM for Outlook

cancel CRM Integration

cancel Deployment Type

cancel Email Marketing

cancel Lead Generation

check_circle Lead Management

cancel Market Position

cancel Task Management

cancel Accounts Payable

cancel CRM for Facebook

cancel CRM for Startups

cancel Customer Support

cancel Distribution CRM

cancel Donor Management

cancel Event Management

cancel Expense Tracking

cancel Fundraising Tool

cancel Grant Management

cancel Sales Automation

cancel Activity Tracking

cancel Budget Management

cancel CRM for B2B Sales

cancel CRM for Education

cancel CRM for Marketing

cancel Donation Tracking

check_circle Email Integration

cancel Fundraising Tools

cancel Project Templates

check_circle Sales Forecasting

cancel Vendor Management

cancel Activity Dashboard

check_circle Contact Management

cancel Content Management

cancel CRM for Healthcare

cancel CRM for Nonprofits

cancel Financial Tracking

cancel Hotel CRM Software

cancel Invoice Management

cancel Payment Processing

cancel Payroll Processing

cancel Project Scheduling

cancel Route Optimization

cancel Accounts Receivable

cancel Alerts/Notifications

cancel Analytics & Reporting

cancel Automated Workflows

cancel Bank Reconciliation

cancel Campaign Management

cancel Collaboration Tools

cancel Contract Management

cancel CRM for Consultants

cancel CRM for Contractors

cancel CRM for Field Sales

cancel CRM for Freelancers

cancel CRM for Hospitality

cancel CRM for Real Estate

cancel CRM for Restaurants

cancel CRM for Sales Teams

cancel CRM for Wholesalers

cancel Customer Management

cancel Document Management

cancel Employee Management

cancel Employee Onboarding

cancel Financial Reporting

cancel Marketing Campaigns

cancel Mobile CRM Software

cancel Online CRM Software

cancel Reporting & Analytics

cancel Resource Allocation

check_circle Workflow Automation

cancel Android CRM Software

cancel Banking CRM Software

cancel CRM for Associations

cancel CRM for Distributors

cancel Higher Education CRM

cancel Inventory Management

cancel IT Ticketing Systems

cancel Marketing Automation

cancel Merchandise Transfer

cancel Multi‑Channel Support

cancel Performance Tracking

cancel Quotation Management

cancel Volunteer Management

cancel Warehouse Management

cancel Compliance Management

cancel CRM for Loan Officers

cancel Customer Segmentation

cancel Membership Management

cancel Mortgage CRM Software

cancel Multi-Channel Support

cancel Productivity Tracking

cancel Safety and Compliance

cancel CRM for Digital Agency

cancel CRM for Small Business

cancel Ecommerce CRM Software

cancel Financial CRM Software

cancel Guest Intelligence CRM

cancel Multi-Currency Support

check_circle Opportunity Management

cancel Performance Management

cancel Sales Enablement Tools

check_circle Analytics And Reporting

cancel Consulting CRM Software

cancel CRM for Media Companies

check_circle Customer Service/Support

cancel Customizable Dashboards

cancel Enterprise CRM Software

cancel Recipe & Menu Engineering

cancel Registration Management

cancel Reporting and Analytics

cancel Sales Pipeline Tracking

cancel Sales Tracking Software

cancel Social Media Management

cancel Alerts and Notifications

cancel Communication management

cancel CRM for Event Management

cancel CRM for Insurance Agents

cancel CRM for Marketing Agency

cancel CRM for Mortgage Brokers

cancel CRM for Rental Companies

cancel Customer Service & Support

check_circle Deal Pipeline Management

cancel Multi-channel management

cancel Omnichannel CRM Software

cancel Social Media Integration

cancel Task & Activity Management

cancel Training and Development

cancel Automated Purchase Orders

cancel Budgeting and Forecasting

cancel CRM for Equipment Dealers

cancel CRM for Insurance Brokers

cancel CRM for Service Providers

cancel Customer Service Software

cancel Customizable HR Workflows

cancel Email Integration (implied)

cancel Mobile CRM / Mobile CRM App

cancel Sales Pipeline Management

cancel AI-Integrated CRM Solution

cancel CRM for Content Management

cancel CRM for Financial Advisors

cancel CRM for Financial Services

cancel CRM for Logistics Industry

cancel CRM for Outside Sales Reps

cancel CRM for Project Management

cancel CRM for Real Estate Agents

cancel Customer Support Ticketing

cancel Sales Engagement Platforms

cancel Account Management Software

cancel Channel Management Software

cancel Contact Management Software

cancel CRM for Political Campaigns

cancel CRM for Training Management

cancel CRM for Workflow Management

cancel Email Marketing Integration

cancel Sales Acceleration Software

cancel Small Business CRM Software

cancel Auto Dealership CRM Software

cancel CRM for Construction Company

cancel Customer Engagement Platform

cancel Employee Database Management

cancel Task and Activity Management

cancel Task Assignment and Tracking

cancel Time and Attendance Tracking

cancel CRM for Professional Services

cancel Customer Feedback and Surveys

cancel Investor/Customer Segmentation

cancel CRM for Manufacturing Business

cancel CRM for Social Media Marketing

cancel CRM for Health Insurance Agents

cancel CRM for Real Estate Wholesalers

check_circle Customer Communication Tracking

cancel Employee Information Management

cancel Project Planning and Scheduling

cancel Sales Force Automation Software

cancel Sales Forecasting (via analytics)

cancel Appointment Management/Scheduling

cancel CRM for Digital Marketing Agency

cancel CRM for Membership Organizations

cancel Delivery Planning And Scheduling

cancel Integration With Marketing Tools

cancel Integration with Third‑Party Apps

cancel Mobile CRM (implied mobile access)

cancel CRM Software for Accounting Firms

cancel Email Integration / Email Marketing

cancel Integration with Third-Party Apps

cancel Cloud Based CRM for Small Business

cancel Mobile CRM Analytics And Reporting

cancel Recruitment and Applicant Tracking

cancel Task Management Alerts/Notifications

cancel Customer Relationship Management (CRM)

cancel Opportunity & Deal Pipeline Management

cancel Workflow Automation/Automated Workflows

cancel Sales Pipeline / Deal Pipeline Management

cancel Workflow Automation / Automated Workflows

cancel Social Media Integration (via integration)

cancel Sales Forecasting (pipeline value tracking)

cancel CRM for Offices and Public Administrations

cancel Multi-Channel Support (Email, SMS, WhatsApp, Chat)

cancel Analytics and Reporting/Reporting and Analytics

cancel Analytics and Reporting / Reporting and Analytics

cancel Case/Support Ticketing (Customer Support Ticketing)

cancel Deal Pipeline Management / Sales Pipeline Tracking

cancel Social Media Integration (lead capture from social channels)

Pros & Cons

Pros

checkHighly intuitive and easy to learn

checkStrong commission and client management

checkAutomation and task tracking significantly reduce manual follow-up work

Cons

closeEmail campaign visibility is limited

closeOccasional performance slowdowns when renewing group policies

User Reviews

0.0

star star star star star

0 reviews

Positive

Neutral

Negative

rate_review

No reviews yet

Be the first to share your experience with AgencyBloc AMS+.

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.

Still deciding on AgencyBloc AMS+?

Talk to a specialist — they'll compare it against your shortlist for free.

chat_bubbleTalk to an expert

AgencyBloc AMS+

How would you rate the overall quality?

Overall Rating

☆ ☆ ☆ ☆ ☆

Ease of Use

Value for Money

Customer Support

Functionality