AgencyBloc

Overview

AgencyBloc is an agency management system for health, benefits, senior and life insurance, launched in 2008 by a company in Des Moines, Iowa. Its core product, AMS+, serves independent agents, agencies and uplines such as GAs, IMOs and FMOs, with add-on solutions for commissions, marketing and small group quoting. It runs in the cloud and is sold as monthly packages priced per user, with a 7-day free trial.

Key Facts

Features

Clients and policies

Individual and group health, life and ancillary policies, each linked to client, carrier and agent, with every policy of an individual, household or group on one screen, policy status from quoting to active to renewal, and documents, activities and communications attached to the policy

Lines of business and markets

Health, benefits, senior and life: Medicare, individual and ACA health, group benefits, life and ancillary products, for retail agencies as well as uplines (GAs, IMOs, FMOs) that track downline agents and their business

Comparative rating and quoting

AMS+ connects to Medicare, ACA and benefits quoting and enrollment platforms such as SunFire, ConnectureDRX, Lead Advantage Pro, HealthSherpa and Employee Navigator. Quote+, a separate solution, shops small group medically underwritten, level-funded, community rated, ACA and ancillary quotes from multiple carriers and builds benefit proposals.

Carrier downloads and connectivity

Commissions+ imports carrier commission data for processing, and Quote+ fills carrier-specific forms and submits enrollment forms to multiple carriers at once

Sales pipeline and renewals

Personalized lead dashboards and pipeline management, lead import and lead vendor integration, lead forms and automated lead workflows, with automated lead assignment and routing from the Accelerate package; renewal dates are tracked with automations that alert policyholders and agents of record

Commissions and agency accounting

Commissions+ add-on: imports carrier data, builds rate tables and payee schedules, tracks bonuses, advances and overrides, generates agent statements, identifies missed carrier commissions and produces commission and financial reports

Compliance records and audit trail

Scope of Appointment, ACA Consent to Contact and ACA Attestations are sent, signed and stored in AMS+ with the status of each document tracked; the Elevate package adds VoIP with call recording and storage, and signed forms, recordings, notes and correspondence are tied to each policy as an audit trail

Reports and exports

Real-time graphs and charts, pre-built industry reports on in-force policies, policy adds and terms, business growth and client churn, and a Custom Report builder whose reports can be saved and rerun

Integrations and API

Open API, Zapier integration, lead post vendor integration, Microsoft Outlook sync, Google Workspace and Gmail email integration and email forwarding

Integrations

• SunFire
• ConnectureDRX
• Lead Advantage Pro
• HealthSherpa
• SimplyEnroll
• RetireFlo
• Employee Navigator
• Ease
• Zapier
• Microsoft Outlook
• Gmail
• NextGen Leads
• AgentMethods

Deployment and Support

Deployment

• Cloud (SaaS)

Onboarding

• Documentation and knowledge base
• Guided onboarding

Company size

• Freelancers
• Small and mid-sized
• Enterprise

Pros and Cons

Pricing

• AMS+ Grow

  $109

  Per user per month. Health, senior and benefits CRM, basic servicing and lead workflows, SOA and ACA compliance forms, email marketing and quoting and enrollment integrations.

• AMS+ Accelerate

  $139

  Per month as listed. Adds premium workflows, automated lead assignment and routing, Rx Collect and RetireFlo intake.

• AMS+ Elevate

  $169

  Per month as listed. Adds integrated VoIP, call queues for leads and call recording.

• Enterprise

  Not stated

  Custom pricing and packages for IMOs, FMOs, GAs and large agencies, on request.

Alternatives and Comparisons

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