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AgencyBloc AMS+

AgencyBloc AMS+ is a comprehensive sales and servicing management solution for the health, benefits, and senior insurance sectors. It centralizes lead, prospect, and client management, enhancing efficiency and sales, while offering tools to improve client retention.

4.7

Software Info

Pricing

Score

Alternatives

AgencyBloc AMS+ Overview

AgencyBloc AMS+ is a comprehensive, industry-specific sales and servicing management solution tailored for the health, benefits, and senior insurance sectors. It centralizes management of leads, prospects, and clients, enhancing team efficiency and boosting sales. The platform offers insurance-specific sales enablement tools to convert prospects and dedicated customer and policy management features to improve client retention. As the #1 recommended insurance industry growth platform, AgencyBloc AMS+ helps independent insurance agencies, GAs, IMOs/FMOs, and call centers remain compliant and accelerate growth.

Features

Health Insurance CRM

Client & Policy Management

Integrated Sales and Servicing Automation Tools

Downline Agent & Agency Management

AgencyBloc AMS+ Pricing Overview

AgencyBloc AMS+ Score

Smyte Score

4.7 Number of Reviews 169

Smyte Score

The Smyte Score is a weighted average from leading review sites across the web.

100+ reviews for Software Name

Pros

Ease of Use:
Users find the platform intuitive and user-friendly.

Comprehensive Features:
The software offers a wide range of tools tailored for the insurance industry.

Customer Support:
AgencyBloc provides responsive and helpful customer service.

Cons

Pricing Transparency:
Some users have noted a lack of clear pricing information.

Customization Limitations:
There may be constraints on customizing certain features to specific needs.

Learning Curve:
New users might experience a learning curve when adapting to the platform.

** Smyte uses AI to analyze online reviews, extracting key pros and cons by identifying patterns and summarizing customer feedback into actionable insights.

FAQs

1. What is an agency management system (AMS)?

An AMS is a platform specifically designed for the insurance industry, offering specialized tools to manage client relationships, policies, commissions, and other agency operations. Unlike generic CRMs, AMS platforms are tailored to meet the unique needs of insurance agencies.

2. How does AgencyBloc AMS+ differ from other CRMs?

AgencyBloc AMS+ is built specifically for the health and life insurance industry, providing features like commission tracking, policy management, and compliance tools that generic CRMs lack. This specialization reduces the need for extensive customization.

3. Can AgencyBloc AMS+ help with commission processing?

Yes, AgencyBloc AMS+ offers commission tracking and processing tools that streamline the calculation and distribution of commissions, ensuring accuracy and efficiency.

4. Is training available for new users?

AgencyBloc provides comprehensive training resources, including documentation, webinars, live online sessions, and videos, to help new users become proficient with the platform.

5. How does AgencyBloc AMS+ support data security?

AgencyBloc employs robust security measures to protect sensitive client and policy data, ensuring compliance with industry standards and regulations.

AgencyBloc AMS+

4.7

Software Info

Pricing

Score

Alternatives

AgencyBloc AMS+ Overview

Software Details

Features

AgencyBloc AMS+ Pricing Overview

AgencyBloc AMS+ Score

Smyte Score

4.7

Number of Reviews 169

Smyte Score

100+ reviews for Software Name

Pros

Cons

FAQs

Alternatives to AgencyBloc AMS+

Fexillon

Geo

BlueBox

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