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AgencyBloc AMS+

Score9 out of 10

6 Reviews and Ratings

What is AgencyBloc AMS+?

AgencyBloc is an insurance agency management system from the company of the same name in Iowa, built around patient communication and customer relationship management, as well as back-office automation.

Media

Screenshot of AgencyBloc Sales Pipeline
Screenshot of AgencyBloc Policy Management
Screenshot of AgencyBloc New Policy Management
Screenshot of Personalized Dashboard
Screenshot of Secure Online Medicare Rx Data Collection Tool

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Screenshot of AgencyBloc Sales Pipeline

We like AgencyBloc and it is good

Use Cases and Deployment Scope

It is a great way to keep track of sales and other CRM work. It is a great CRM and sales record tool. Very cost-effective and easy to use.

Pros

  • CRM
  • SALES
  • Customer Service
  • data repository

Cons

  • More on line webinars.
  • The training is good but would like more application based rather than general.
  • Would like training to be more tools based rather than general training.

Most Important Features

  • Sales.
  • Customer Service.

Return on Investment

  • Decent ROI and efficient work flow.
  • Low cost of entry and quick to roll out.
  • Effective and efficient.

Alternatives Considered

Five9

Other Software Used

Five9, Slack, Attribution in Google Analytics (Adometry)

Usability

Agency management system ideal for small Employee Benefits agencies

Pros

  • It is very easy to use system. Tabs are clearly defined.
  • With the Outlook Plug-in we are able to store emails for a particular activity. This is a very important feature.

Cons

  • Outlook Plug-in. currently it is a two step process. Ideally, drag and move emails to each activity or client would be a real time saver.

Most Important Features

  • Automated workflod
  • Outlook Plug-in

Return on Investment

  • Most Agency Management systems are expensive. AgencyBloc is really affordable.

Alternatives Considered

Vertafore Agency Platform

Other Software Used

AMS360, RSign