AgencyBloc AMS+ Features

Based on 11 AgencyBloc AMS+ reviews. Storing and organizing client contact information

Calculating and administering percentages of policy premiums to be paid to sales representatives on closing a deal

Organizing sales representatives' pipelines and tracking the sales process

Based on 11 AgencyBloc AMS+ reviews. Compiling visual representations of various types of data

Accessing and sending emails via the platform

Assigning tasks to employees in order to organize and track productivity

Organizing and processing customers' insurance claims

Based on 10 AgencyBloc AMS+ reviews. Maintaining policy and customer information

Creating and organizing insurance invoices and payment receipts

Sending electronic documents to clients to sign and return electronically

Assigning tasks to employees in order to organize and track productivity 12 reviewers of AgencyBloc AMS+ have provided feedback on this feature.

Accessing and sending emails via the platform

Organizing sales representatives' pipelines and tracking the sales process

Calculating and administering percentages of policy premiums to be paid to sales representatives on closing a deal

As reported in 14 AgencyBloc AMS+ reviews. Storing and organizing client contact information

Provides analytics tools that reveal important business metrics and track progress. 15 reviewers of AgencyBloc AMS+ have provided feedback on this feature.

Based on 15 AgencyBloc AMS+ reviews. Maintaining policy and customer information