What it does
AgencyBloc AMS+ manages clients, policies and servicing work for health, life and benefits insurance businesses. Lead follow-up, communications and recurring tasks stay attached to the client relationship. Pricing is quoted for the selected package; agency websites cost extra.
Start an AMS+ workflow with the event that should prompt work, such as a new lead or an approaching renewal. Its if-then setup can combine email, text and a reminder to call within the same automation. For a renewal process, that lets the team distinguish a customer message from the internal task to review the account.
Keep the work attached to the client's policy relationship. AMS+ brings prospect activity, client communication and upcoming renewals into the agency's shared records, rather than treating the original sale as the end of the relationship.
Request a quote for the AMS+ package and the specific communication tools needed. The current package page separates AMS+ from Commissions+ and Quote+, so define the intended sales and servicing scope before comparing the wider suite.
| AMS+ package | Lead and servicing workflows |
|---|---|
| Grow | Basic |
| Accelerate | Premium |
| Elevate | Premium |
Ask which rules and communication limits apply to the proposed package. Agency websites carry an additional charge. Existing customers access their account through Login.
Strengths
- Sales and policy servicing share client context
- A workflow can combine customer communication with call reminders
Watch out for
- Agency websites are charged separately from the AMS+ package
Best for
- Health and benefits agencies linking prospect follow-up with policy renewals
Sources
- AgencyBloc Management Platform | Pricing & Plans (Oct 27, 2026)
- Best Insurance Automation Software for Health Insurance Agencies | AMS+ (Oct 27, 2026)
- Agency Management System/CRM for Health & Life Insurance | AgencyBloc (Oct 26, 2026)
- Sales Enablement Tools for Insurance Agencies | AgencyBloc AMS+ (Oct 26, 2026)