CUSTOMER & POLICY MANAGEMENT

AMS+ & Purpose Platforms: Revolutionizing Insurance Agency Management

Streamline Your Operations with Our Industry-Specific CRM

AMS+ is a health insurance-specific Customer Relationship Management (CRM) system tailored for independent agencies, General Agencies (GAs), Insurance Marketing Organizations (IMOs), Field Marketing Organizations (FMOs), and call centers. This comprehensive solution goes beyond traditional contact management, offering a robust platform to enhance client relationships, streamline operations, and drive growth in the health insurance industry.

Centralized Management

  • Comprehensive Record Management: Manage individuals, groups, policies, agents, and carriers in one centralized location.

  • 360-Degree Client View: Access all client details, policies, and interactions for a holistic view of your business relationships.

  • Custom Fields: Tailor your CRM to capture industry-specific information crucial for your agency.

Communication Tools

  • Built-in VoIP with Click-to-Call: Seamlessly make calls directly from the CRM interface.

  • Call Recording & Storage: Record and store calls for quality assurance and training purposes.

  • Communication Tracking: Keep detailed records of all interactions with agents and clients.

  • Email Marketing: Create and manage targeted email campaigns to nurture leads and maintain client relationships.

  • Text Messaging: Engage with clients through their preferred communication channel.

Workflow Automation

  • Retention-Focused Automation: Set up automated workflows to enhance client retention and streamline processes.

  • Task Automation: Create and assign tasks automatically based on predefined triggers.

  • Activity Tracking: Monitor all activities and tasks associated with clients and policies.

Document Management

  • File & Document Management: Securely store and easily retrieve client documents and policy information.

  • Version Control: Maintain accurate records with version history for all documents.

Reporting and Analytics

  • Real-Time Dashboards: Get instant insights into your agency's performance and client trends.

  • Custom Reports: Generate detailed reports on sales, client retention, and team performance.

  • Data Analysis Tools: Dive deep into your business data to identify trends and make informed decisions.

Mobile Accessibility

  • Mobile App: Access your CRM on-the-go with our user-friendly mobile application.

  • Real-Time Syncing: Update client information in real-time, ensuring your team always has the latest data.

Benefits for Your Insurance Agency

  • Improved Efficiency: Streamline your processes and reduce manual data entry with our integrated tools.

  • Enhanced Client Relationships: Provide personalized service with comprehensive client insights and communication tools.

  • Increased Retention: Leverage automation and targeted communications to improve client retention rates.

  • Better Compliance: Stay on top of regulatory requirements with built-in compliance features.

  • Team Collaboration: Foster better communication and collaboration among your team members with centralized data and task management.

  • Data-Driven Decision Making: Utilize robust reporting and analytics to guide your business strategy.

Ready to transform your insurance agency with our powerful CRM? Here's how to get started:

  1. Schedule a Demo: See AMS+ in action with a personalized demonstration.

  2. Customization: We'll tailor the CRM to your agency's specific needs.

  3. Training: Comprehensive training ensures your team can maximize the CRM's potential.

Explore Testimonials:

FEATURED VIDEO TESTIMONIAL

Canary Insurance Solutions


See how Canary Insurance Solutions uses the features in AgencyBloc's AMS+ solution to create notable time and money savings.

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