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AgencyBloc Llc

AgencyBloc AMS+

Insurance | Insurance Rating Software
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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

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