AgencyBloc

Who We Are

At AgencyBloc, we are a team of passionate professionals dedicated to helping independent insurance agencies, brokers, and carriers streamline their operations and accelerate growth. Founded in 2008 by internet and technology experts, AgencyBloc has grown to become the #1 Recommended Insurance Industry Growth Platform serving the health, benefits, and senior insurance space.

Our Story

AgencyBloc was born out of a frustration with the outdated and inefficient way insurance agencies operated. Our founders, Adam Lewis, Cory Schmidt, and Marc Reifenrath, set out to create a platform that would revolutionize the industry. Through years of research and development, they built AgencyBloc, a SaaS (Software as a Service) platform designed specifically for the health, benefits, and senior insurance space.

Our Solutions

At AgencyBloc, we offer a suite of industry-specific solutions designed to help you manage your business efficiently and effectively. Our solutions cater to the unique needs of independent insurance agencies, GAs, IMO/FMOs, call centers, and carriers.

The Plus Suite

Our all-encompassing platform, the Plus Suite, provides a range of insurance-specific solutions for sales enablement, client and policy management, compliance management, quoting and proposals, and commissions management. With the Plus Suite, you can streamline your operations, reduce paperwork, and focus on what matters most - growing your business.

AMS+

Our AMS+ solution is a comprehensive sales and servicing management system designed to help you stay compliant and accelerate growth. With AMS+, you can:

• Manage client relationships and policies efficiently
• Automate retention-focused workflow
• Integrate insurance VoIP and click-to-call functionality
• Customizable electronic compliance management

Commissions+

Our Commissions+ solution streamlines commissions processing and management, saving your team serious time and uncovering thousands of dollars in missing compensation. With Commissions+, you can:

• Process commissions efficiently with customizable payout structures
• Identify missed or inaccurate commission payments
• Generate agent statements
• Analyze commissions data in-depth

Quote+

Our Quote+ solution is an all-in-one quoting and proposal tool designed specifically for group benefits brokers. With Quote+, you can:

• Quote medically underwritten, community-rated, and ancillary products
• Track employer and employee data
• Generate health questionnaires
• Create customizable employer-ready benefit proposals

Why Choose AgencyBloc?

At AgencyBloc, we pride ourselves on providing industry-specific solutions that are tailored to the unique needs of health, benefits, and senior insurance agencies. Our platform is designed to help you stay compliant, accelerate growth, and reduce paperwork. With AgencyBloc, you can:

• Cut time spent processing commissions by 75%
• Reduce time spent generating reports by 50%
• Save 100 hours of client communications per renewal period

Explore Our Resources

At AgencyBloc, we're committed to providing our clients with the resources they need to succeed. Browse our Industry Resources section to learn about the latest trends, best practices, and tips for optimizing your organization, growing your business, and staying compliant.