Product Overview
AgencyBloc AMS+
Manage 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.
Specifications
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
Product Reference
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