Quote+ Helps Brokers and GAs Quote & Enroll Small Groups Faster — Without the Manual Work

Quote+, an AgencyBloc solution, is the only end-to-end quoting and enrollment solution built for small group brokers and general agencies (GAs). Compare community-rated and medically-underwritten plans, plus ancillary benefits, in one place, eliminate manual re-entry, and move from quote to enrollment faster, without the data headaches.

All Your Small Group Quoting & Enrollment Tools — In One Streamlined Platform

Quote+ gives small group brokers and GAs everything they need to manage quoting and enrollment from start to finish — in one connected workflow. From plan comparisons to medical questionnaires to final enrollment submissions, Quote+ eliminates duplicate work. This makes the entire process faster, easier, and more accurate, so you spend less time on data entry and more time closing business.

Your Process. Streamlined from Start to Finish.

Quote+ supports every stage of the small group benefits quoting and enrollment process in one unified system. No more switching tools, copying data, or rekeying information — just a streamlined workflow built for brokers and GAs.

Gather Employee Data

Collect everything you need, from basic census details to health questionnaires, using Quote+'s built-in tools. Start with manual entry, bulk import, or AMS+ sync. Then, if needed, let employees complete MHQs securely through a guided self-service experience.

Compare Plans & Pricing

Search, compare, and quote ACA and level-funded options side-by-side, in one place. Quote+ supports GRX and MHQ workflows, and includes dental and vision, too, so you can offer a complete benefits package upfront.

Handle Underwriting & Submissions

Whether you're submitting MHQs or prescription-based GRX data, Quote+ automates the formatting and submission process — not manual re-entry, no reformatting. We'll even load carrier-specific forms for you, free of charge.

Build a Professional Proposal

Generate a polished, employer-ready proposal in just a few clicks. Quote+ auto-fills plan details, cost breakdowns, and contribution comparisons. No self-made spreadsheets. No copy-paste. No rework.

Support Employee Enrollment

Give employees or HR managers the power to enroll, while you maintain control. Whether enrollment is employee-led or broker-managed, Quote+ simplifies the process with built-in plan selection, opt-in tracking, and automated carrier file generation.

Sync Data with AMS+

If you're using AMS+, Quote+ pushes enrollment updates back into your group records — keeping everything up to date without manual effort. Start with data from AMS+ and end with accurate group records, all in one flow.

Access Real-Time Reporting

Quote+ tracks what matters across the entire process, from census collection to enrollment, so you can manage renewals, monitor group health trends, and prepare employer-ready reports with ease.