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What is InsurAMS?

InsurAMS is a robust agency management software specifically designed for independent insurance agencies, streamlining daily operations with efficiency. The system features a renewal queue that prioritizes policy renewals according to urgency, thus significantly minimizing the chances of missing important deadlines. Agents can quickly generate certificates of insurance through pre-filled policy information, eliminating cumbersome manual data entry. Furthermore, the platform acts as a centralized repository for client management, providing seamless access to vital records, detailed policy information, and a comprehensive history of client interactions. An integrated activity log meticulously tracks communications, including phone calls, emails, and notes, while the task management functionality enables tasks to be linked directly to specific clients and policies. Additionally, the software provides insightful metrics such as total premiums and detailed analyses by coverage type and insurance carrier, which are invaluable for understanding the agency's portfolio. InsurAMS also ensures an effortless transition by accommodating CSV imports for migrating client and policy data, as well as allowing data exports to retain agency oversight. Agencies can set up the system quickly, making it accessible almost immediately without the burden of extensive training. Its intuitive design further guarantees that even individuals with limited technical skills can use the platform efficiently, fostering a user-friendly experience. This ease of use not only enhances productivity but also empowers agencies to focus on delivering exceptional service to their clients.

What is AgencyBloc AMS+?

The leading platform for growth in the insurance sector is the AgencyBloc Plus Suite, which offers tailored solutions designed for health, senior, and benefits agencies. This suite enables agencies to streamline their data management, maintain compliance, and automate various workflows, while also efficiently handling client relationships and policy management, among other essential functions. Furthermore, its comprehensive capabilities allow agencies to focus on enhancing their operational efficiency and improving client satisfaction.

Media

Media

Integrations Supported

Zapier

Integrations Supported

Zapier
AgentMethods
Ease
Employee Navigator
Five9
Intulse
ReviewInc
Xinix

API Availability

API Availability

Has API

Pricing Information

$99/month
Free Trial Offered?

Pricing Information

$109.00/month
Plans start at $109/month and are customized to each agency.
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

InsurAMS

Date Founded

2026

Company Location

United States

Company Website

insurams.com

Company Facts

Organization Name

AgencyBloc

Date Founded

2008

Company Location

United States

Company Website

www.agencybloc.com

Categories and Features

Categories and Features

Commission

Agency Commission
Commission Calculations
Commission Scheduling
Commission Tracking
Flat Commissions
Multi-Tiered Commissions
Percentage Commissions
Split Commissions

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Marketing Automation Integration
Task Management

Health Insurance

Not specified

Insurance Agency Management

Commission Management
Contact Management
Document Management
Life & Health
Policy Management

Insurance CRM

Not specified

Insurance Policy

Claims Tracking
Policy Processing
Renewal Management

Life Insurance

Not specified

Quoting

Automated Quoting
Catalog Management
Forms Creation
Product Configurator
Proposal Management

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