AgencyBloc AMS+
AMS+, an AgencyBloc solution, is an all-encompassing, industry-specific sales and servicing management solution designed to help your team be more efficient, increase sales, and improve client retention.
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AgencyBloc AMS+ Introduction
What is AgencyBloc AMS+?
AMS+, an AgencyBloc solution, is an all-encompassing, industry-specific sales and servicing management solution designed to help your team be more efficient, increase sales, and improve client retention. Manage your company’s leads, prospects, and clients all in one centralized location. Convert more prospects and turn the dial up on your sales team’s initiatives with insurance-specific sales enablement tools. Then, close the loop and improve client retention with dedicated customer and policy management tools designed for the health, benefits, and senior market insurance space. AgencyBloc is the #1 Recommended Insurance Industry Growth Platform serving the health, benefits, and senior insurance space. Our suite of insurance-specific solutions can help your independent insurance agency, GA, IMO/FMO, or call center remain compliant and accelerate growth.
How to use AgencyBloc AMS+?
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Why Choose AgencyBloc AMS+?
Choosing this means you get an all-in-one sales and servicing platform tailored for insurance teams. It helps boost efficiency, sales, and client retention with tools made just for your industry.
AgencyBloc AMS+ Features
Administration
- ✓Contact Management
- ✓Reporting & Dashboards
Platform Administration
- ✓Task Management
- ✓Contact Management
Platform Basics
- ✓Reporting
Platform Documentation
- ✓Policy Management
Pricing
Growth Plan
- ✓ Life & Health Insurance-specific CRM
- ✓ Real-time Agency & Business Analytics
- ✓ Workflow & Task Automation
- ✓ Sales Management
- ✓ Integrated Marketing & Lead Forms
- ✓ Standard Reporting
- ✓ Strategic Industry Integrations
- ✓ Top-Notch Customer Service & Support






