AgencyBloc AMS

What is AgencyBloc AMS?

The AgencyBloc agency management system is a comprehensive web-based platform designed to streamline operations and drive growth for life and health insurance agencies. The system offers a diverse suite of industry-specific tools and services, enabling agencies to organize their sales, quoting, client and policy management, and commissions processing activities all in one centralized location.

Highlights

• Sales Enablement: Provides features to support the sales process, such as quoting and proposal generation
• Client and Policy Management: Offers robust functionality to manage client information, policy details, and related documentation
• Commissions Processing: Automates the tracking and processing of agent commissions, simplifying financial operations
• Centralized Operations: Consolidates multiple agency management tasks into a single web-based platform, improving efficiency and visibility.