AgencyBloc AMS+
The #1 Agency Recommended Management System for Life & Health Insurance Agencies.
Overview
AgencyBloc's AMS+ solution includes a built-in online appointment scheduling tool specifically designed for life and health insurance agencies. This feature allows agents to create custom booking pages for clients and prospects. Because it's integrated directly into the AMS, any appointments booked automatically create or update records, streamlining lead capture and client management workflows.
✨ Key Features
- Built-in to an insurance-specific AMS/CRM
- Customizable Booking Pages
- Automated Lead Capture from Bookings
- Automated Email & SMS Reminders
- Policy-specific appointment types
- Scope of Appointment (SOA) document automation
🎯 Key Differentiators
- Specifically designed for the life and health insurance industry
- Combines CRM, commission tracking, and scheduling in one platform
- Industry-specific workflows like Scope of Appointment automation
Unique Value: Offers a deeply integrated scheduling solution within a full-featured, industry-specific AMS, eliminating the need for third-party tools and ensuring data consistency.
🎯 Use Cases (3)
✅ Best For
- Streamlining the entire client lifecycle from booking to policy management within one system.
💡 Check With Vendor
Verify these considerations match your specific requirements:
- P&C (Property and Casualty) agencies, as the platform is tailored for Life & Health
- Agents who only need a standalone scheduling tool without a full AMS
🏆 Alternatives
Unlike standalone schedulers, it ties appointment data directly into client policy, commission, and communication records, providing a holistic view of the client relationship.
💻 Platforms
🔌 Integrations
🛟 Support Options
- ✓ Email Support
- ✓ Live Chat
- ✓ Phone Support
- ✓ Dedicated Support (All tier)
🔒 Compliance & Security
💰 Pricing
Free tier: N/A
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