The #1 Agency Recommended Management System

AMS+, an AgencyBloc solution, is the most trusted agency management system for individual health, group benefits, and Medicare agencies.

Sales, Retention, & Compliance Tools in One

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.

Benefits

• Health insurance CRM
• Client & policy management
• Integrated sales and servicing automation tools
• Downline agent & agency management
• Task management & online scheduler
• Built-in insurance VoIP
• Lead routing & lead assignment
• Electronic compliance management