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Agency Management System/CRM for Health & Life Insurance | AgencyBlocAgency Management System/CRM for Health & Life Insurance | AgencyBloc Skip to main content What can we help you find? All Pages Resources Submit Platform AgencyBloc's Platform AMS+ Commissions+ Engage+ Quote+ AgencyBloc Platform Full Plus Suite of insurance-specific solutions Overview Automation & Efficiency Commissions Processing Data Organization & Compliance Marketing & Lead Management Quoting & Enrollment Efficiency AMS+, Agency Management System All-encompassing, industry-specific sales and servicing agency management system Overview Agent Management Compliance Management Insurance Automation Insurance CRM Insurance VoIP & Click-to-call Medicare Rx Data Collection Policy Management Project & Task Management Reporting & Data Analysis Text Messaging Commissions+ Streamlines processing and management, saves your team time, and helps you uncover thousands of dollars in missing money Overview Commissions Processing Commissions Reporting Missing Commissions Identifier Processing Efficiencies Engage+ Ready-for-you insurance digital marketing tool for streamlined communication and engagement Overview Agent & Agency Websites Digital Content Library Email Marketing & Mass Communication Health Insurance Content Management Quote+ Accelerates small group quoting and enrollment, helping agencies and GAs manage employee benefits Overview Gather Employee Census Data Group Benefits Quoting Group Health Insurance Enrollment Medical Health Questionnaire Explore the Plus Suite Who We Serve Overview Insurance Agents/Agencies Insurance Uplines (GA/IMO/FMO) Health Insurance Carriers About Us Overview Our Story Senior Leadership Client Success Stories Careers BlocBuilder Resources Business Growth Agency Optimization Customer Service Free Downloads Podcast Login Schedule Demo Login Schedule Demo Search Menu Your Growth Engine Built for Health Insurance Agencies AgencyBloc’s Plus Suite replaces the chaos of spreadsheets and siloed systems with an all-in-one platform built to help health & benefits agencies scale — without the overwhelm. Watch an Overview CRMMarketingQuoting & EnrollmentCommissions Processing CRM Track clients, policies, tasks, and communication Stay organized with a complete agency management system built for insurance — including powerful CRM tools for client & policy management, compliance, and activity tracking. Learn more Marketing Send emails, nurture leads, and manage content Use AgencyBloc's done-for-you website and pre-built content library to attract, educate, and convert prospects online. Learn more Quoting & Enrollment Collect data, generate quotes, and streamline benefits elections Work more efficiently with a purpose-built AMS that integrates with your quoting and enrollment tools, eliminating duplicate manual entry. Learn more Commissions Processing Reconcile carrier payments, track splits, and pay agents accurately Take the headache out of tracking commissions with tools designed to save you time and find missing dollars. Learn more See an Overview of AgencyBloc's Platform AgencyBloc's AMS+ solution named Cloud CRM Solution of the Year by The Cloud Awards. Read More in Our Press Release The Problem Scattered tools. Siloed data. All on your shoulders. Juggling too many tools and scattered data slows you down and stalls growth. Reporting System Scheduler Spreadsheets Policy Management System Call Recording System Social Posting Tool Email Marketing Tools Shared File Drive Document Management Text Message Tool Commissions Tool Centralize Your Efforts Today The Solution You need AgencyBloc by your side Get the #1 Recommended Growth Platform for health & benefits agencies... and finally exhale. It's agency management, quoting, commissions, and marketing solutions in one secure, compliant space. 4.8 5.0 4.8 4.7 4.7 Schedule Demo CRM Manage your book of business in one organized place This isn't a generic CRM you have to manipulate. It's a full agency management system built for life and health insurance agencies where you can track every client, policy, task, and interaction. Learn more about our CRM Marketing Handle all your digital marketing and client communication Connect with prospects and clients with a compliant website and targeted, timely campaigns synced to your CRM and pipeline. Learn more about our marketing solutions Quoting & Enrollment Simplify quoting and streamline your enrollment process Compare plans, complete enrollments, and maintain accurate data. Whether you use our quoting solution or another third-party platform, it all syncs with AMS+. Learn more about our quoting & enrollment solutions Commissions Take the stress out of commissions processing Reconcile carrier statements, track agent splits, and spot missed commissions — all in one system built to simplify and speed up your process. Learn more about our commissions solutions Built for health and benefits professionals MedicareGroup BenefitsIndividual / ACA This Medicare agency accelerated growth and regained control of commissions HTA Insurance Services was tracking data across disconnected systems, impeding potential growth. After switching to AMS+, they've centralized their book of business, automated client connections, and can now truly trust their commissions data. "AgencyBloc's solutions allow us to be nimble, make adjustments quickly, and continue to evolve our business." — Tracy R. $22Kin recovered commission revenue 56%growth in agent base 35Xgrowth in revenue since joining The Bloc See what we can do for your Medicare agency This group benefits agency streamlined quoting and reduced enrollment stress Apollo Insurance Group previously spent a significant amount of time communicating with carriers, running quotes from each carrier's site, and uploading each employee individually. Since adopting AgencyBloc's solutions, they're able to move more efficiently, stay competitive in their offerings, and improve client satisfaction. "We've been able to significantly increase our companies under management and the premiums generated by the companies we manage, while also decreasing the average sales cycle that we have." — Clayton R. 10 Minto gather & send initial quotes 5Xfaster group proposal generation 50%reduction in managing & enrolling clients See what we can do for your group benefits agency This independent agency replaced spreadsheets and scaled their business Pruitt Agency used a combination of a CRM and spreadsheets, lacking a centralized, secure place to track client, commissions, and agent data. With AgencyBloc, they can now find and report on their data in seconds, eliminating manual processes and reallocating saved resources to revenue-generating activities. "It's been very helpful for touching base with our clients, staying current with our data, and keeping us organized." — Tammy H. $24K saved each year in agent management 10%year-over-year business growth 75%reduction in time spent processing commissions See what we can do for your individual / ACA agency When you're ready to scale, automation clears the way. Automate your agency's to-do list. Use AgencyBloc's technology to stay ahead. Set up reminders, trigger emails, and assign actions without extra tools or complicated setup. Schedule a Demo to See the Automation Live When you're a Member of The Bloc, it shows. 400%increase in OEP efficiency "We were losing prospects and losing business. There is never going to be a good time to change your CRM. It was the beginning of Medicare OEP and our busiest time, but it was the best decision I've made for this agency. Our last Open Enrollment was up 400% over the prior year." April H. Hartloff Benefit Solutions, LLC 10Xincrease in volume "AgencyBloc's platform is the most functional and advantageous tool at one of the most economical prices. We now pay over 200 brokers and agents on a monthly basis, cut processing time by 30%, and increased our volume 10 times." Brian K. BOST Workplace Benefits 11%increase in sales "Our office has been able to focus our efforts on selling more policies and spending more time interacting with our clients. Our sales are up 11% in the last year. Moving to AgencyBloc upgraded our ability to interact with our clients, our mental health, and our workflow. I'm so happy we made the switch. My only regret is that we didn't do it sooner." Melany P. The Integrity Group 50%increase in daily efficiency "For years, I spent over 50% of my time trying to manually track clients and to-do lists and all that kind of stuff. AgencyBloc has literally changed my entire business and my whole sales process. I cannot recommend it more highly." Ashby H. Benefits Now $33Ksaved in employee time "We've been able to cut our time processing commissions by 75%, saved nearly $33,000 every year in employee time, and have gained 90 hours back every month. Switching to AgencyBloc was the best decision I made as a commissions manager." Leslye G. JTS Financial When it comes to security and compliance, AgencyBloc goes further than the rest. HIPAA compliant and audited regularly for HITRUST / SOC 2 Type II Join a community of 6500+ growing agencies using AgencyBloc solutions. Schedule Demo Frequently Asked Questions If you have questions or can't find what you need, feel free to reach out to us through our Contact Us page or at 866-338-7075. We're here to help! Contact Us What is AgencyBloc's Plus Suite and who is it designed for? AgencyBloc's Plus Suite is an all-in-one platform built specifically for health, life, and group benefits insurance agencies. It combines a CRM, marketing automation, quoting and enrollment tools, and commissions processing to help agencies streamline operations and grow more efficiently. How does AgencyBloc's AMS+ help agencies manage clients and stay compliant? AMS+ acts as the central CRM, giving agencies one place to track prospects, clients, policies, carriers, and agents. It includes task automation, workflow management, and compliance tracking features, helping agencies reduce manual work and maintain accurate, audit-ready records. Can I manage marketing and client communications with AgencyBloc? Yes. Engage+ provides tools for building agency websites, sending professional email campaigns, and using pre-built content to connect with clients. This helps agencies increase engagement, improve retention, and maintain consistent communication without relying on third-party tools. What is Quote+ and how does it improve benefits quoting and enrollment? Quote+ is AgencyBloc's all-in-one quoting solution that streamlines how small group benefits agencies quote and enroll their clients. Quote+ allows you to compare multiple carriers and product types, including medically underwritten, community rated, and ancillary products, in one place. It simplifies the entire process by syncing data across platforms, making it faster and more accurate for agents to generate quotes, manage benefits elections, and complete enrollments. Don't sell group benefits? AMS+ has integrations with leading Medicare quoting & enrollment platforms to make that process easier as well. How does AgencyBloc handle commissions management? With Commissions+, agencies can import carrier statements, automatically reconcile payments, and generate detailed reports. The tool flags missing commissions, helps track down discrepancies, and saves significant time compared to manual spreadsheet tracking. Is AgencyBloc secure and compliant with industry regulations? Yes. AgencyBloc is HIPAA-compliant and undergoes regular HITRUST and SOC 2 Type II audits. Agencies can trust that their sensitive client and business data is protected under strict security standards. What is an AMS? An AMS, or Agency Management System, is SaaS solution built to help insurance agencies organize, automate, and streamline their daily operations. It serves as a central hub for managing client data, policies, communications, commissions, reporting, and more. With the right AMS, such as AgencyBloc's AMS+, agencies can improve efficiency, strengthen client relationships, and drive long-term growth. Ready to see the #1 Agency Recommended Management Platform in action? See How It Works Schedule Demo Platform & Solutions Agent Management System Customer & Policy Management Insurance Sales Software Data Management & Security Insurance Automation Software Insurance CRM Software Insurance Digital Marketing Website for Insurance Agencies Insurance Content Management System Insurance Email Marketing Software Lead Nurturing Software Insurance Quoting Software Benefits Plan Elections & Enrollments Compare Insurance Plans Group Health Insurance Enrollment Employee Medical Health Questionnaire Software Insurance Commissions Software Process Commissions Efficiently Uncover Missed Carrier Commissions Commissions Reporting Who We Servce Insurance Agents & Agencies Insurance Uplines (GA/IMO/FMO) Industry Insights Insurance Software Pricing View All Insurance Software & Tools Compare AgencyBloc vs Other Platforms Client Success Testimonials Case Studies Company Our Story Senior Leadership Careers LLM Information Contact Us Subscribe to our newsletter to get the latest news, updates, and industry insights delivered straight to your inbox. 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