AgencyBloc AMS+

Streamline Your Entire Organization’s Efforts From Sales to Servicing & Back Again

About

AgencyBloc is a web-based agency management system that provides all the tools you need to organize your health or life insurance company.

Features

Accounting

Account Management Email

Activity Tracking

Appointment Scheduling

Audit Management

Audit Trail

Benefits Management

Billing

Commission Overrides

Commission Reporting

Commission Rules & Terms

Contact Management

Customer Management

Document Management

Fixed Commissions

Insurance Industry Features

Insurance Ranking

Interaction Tracking

Inventory Management

Lead Management

Lead Qualification

Level Commissions

Marketing Automation

Opportunity Management

Order Management

Percentage Commissions

Pipeline Management

Purchasing & Receiving

Quotes

Reminders

Reporting & Analytics

Sales Pipeline Management

Schedule Management

Scheduling

Segmentation

Self-Service Portal

Sliding Commissions

Split Commissions

Spreadsheet activity board

Strategy Management

Task Management

Territory Management

Time & Expense Tracking

Training Management

Workflow Management

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