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Resources for Navigating Busy Season
Sales & Compliance
Features for managing the sales experience from lead to client.
- Individual Lead Management Add, convert, and manage leads for individual business growth and renewals. See all 5 articles - filed under Individual Lead Management
- Dashboards A high-level view of leads moving through your sales process. See all 1 articles - filed under Dashboards
- Reporting Generate detailed reports for individual leads, call logs, and customized sales insights. See all 1 articles - filed under Reporting
- Importing Data Compile leads in a spreadsheet, upload to AMS+ for bulk record creation. See all 1 articles - filed under Importing Data
- Regulatory Compliance Stay in compliance with Scope of Appointments and ACA Consent Forms. See all 3 articles - filed under Regulatory Compliance
Servicing & Agency
Features for organizing your book of business and running your agency.
- Groups Record type for managing group leads and clients. See all 3 articles - filed under Groups
- Individuals Record type for managing individual clients and their dependents, group employees, and carrier contacts. See all 8 articles - filed under Individuals
- Policies & Coverages Record type for managing policies, coverages, enrollments and elections. See all 4 articles - filed under Policies & Coverages
- Agents Record type for managing agents, brokers, and producers. See all 2 articles - filed under Agents
- Carriers Record type for managing carriers and carrier products. See all 2 articles - filed under Carriers
- Dashboards Get a handle on what's happening in your agency. See all 7 articles - filed under Dashboards
- Importing Data Getting data into your AMS+ account. See all 3 articles - filed under Importing Data
- Searching Find what you need with quick, advanced, and saved searches. See all 4 articles - filed under Searching
- Reporting Reporting features and suggested use. See all 11 articles - filed under Reporting
Commissions & Statements
Import, pay, track, and project commissions.
- Setting Up Commissions Setting up rate tables, payees, and commission frequency. See all 10 articles - filed under Setting Up Commissions
- Commission Processing Importing commissions, manual entries, and working with edits. See all 19 articles - filed under Commission Processing
- Reports & Statements Generating statements, commission totals, missing commissions. See all 16 articles - filed under Reports & Statements
- Projecting Commissions Creating projection tables, associating to policies, viewing results. See all 6 articles - filed under Projecting Commissions
Communication & Tasks
Make calls, send texts, schedule appointments, and more.
- Phone System Setup Add phone numbers. record voicemail drops and greetings, and set up ring groups, IVRs, and after-hour schedules. See all 12 articles - filed under Phone System Setup
- Call Making & Recording (Scale Only) Use click-to-dial, call queues, or manually make calls in AMS+. See all 11 articles - filed under Call Making & Recording (Scale Only)
- Texting Send SMS text messages to leads and clients, and set up text forwarding to send replies to your cell phone. See all 8 articles - filed under Texting
- Activities, Notes, & Emails Track appointments and assign to-dos, pin notes, and attach emails to records in AMS+. See all 10 articles - filed under Activities, Notes, & Emails
- Appointment Schedules & Reminders Create shareable calendar links for streamlined appointment booking and availability management. See all 2 articles - filed under Appointment Schedules & Reminders
- Video Conferencing (Scale Only) Chat with leads and clients face-to-face, share screens, and record video calls in AMS+. See all 1 articles - filed under Video Conferencing (Scale Only)
Automation & Campaigns
Automate key parts of your business process.
- Automated Workflows Creating workflows, managing workflows, monitoring workflows. See all 17 articles - filed under Automated Workflows
- Lead Routing (Scale Only) Set up lead routing rules to assign new leads to your agents in a round-robin fashion. See all 1 articles - filed under Lead Routing (Scale Only)
- Integrations Connect your AMS+ account to partnered apps for additional services, such as quoting, enrollment, customer service, and more. See all 16 articles - filed under Integrations
- API Docs View available resources in our API reference guide. See all 12 articles - filed under API Docs
- Zapier Activate the Zapier integration and make Zaps with our AgencyBloc app to perform tasks and transfer data with third-party apps. See all 21 articles - filed under Zapier
- Email Marketing & Mass Email Building campaigns, managing & editing campaigns, viewing sent emails. See all 10 articles - filed under Email Marketing & Mass Email
- Email Practices & Guidelines Best practices, spam & bounce thresholds, disabling email sending. See all 9 articles - filed under Email Practices & Guidelines
- Creating & Drafting Emails Email template settings, using saved content, variable data, adding images. See all 9 articles - filed under Creating & Drafting Emails
- Lead Forms Setting up and customizing lead forms, tracking new leads. See all 8 articles - filed under Lead Forms
Account & Settings
Manage your users, teams, and data settings.
- Data & Custom Fields Set up data & custom field options, duplicate detection & merging. See all 11 articles - filed under Data & Custom Fields
- My Account Updating your account and password, two-step verification, iCal Feeds. See all 4 articles - filed under My Account
- Users & Teams Adding/removing users, setting permissions, creating teams. See all 7 articles - filed under Users & Teams
- Subscription & Billing Managing your subscription, billing, and pricing details. See all 2 articles - filed under Subscription & Billing
- Questions, Tips, & Examples Quick answers to common questions along with a few tips and examples. See all 7 articles - filed under Questions, Tips, & Examples
- Browsers and Troubleshooting Supported browsers and what to do when you have a problem. See all 4 articles - filed under Browsers and Troubleshooting
Release Notes
Read about new features and the latest changes to AMS+.
- 2024 Release Notes An in-depth look at the updates made to AgencyBloc in 2024. See all 7 articles - filed under 2024 Release Notes
- 2023 Release Notes An in-depth look at the updates made to AgencyBloc in 2023. See all 10 articles - filed under 2023 Release Notes
- 2022 Release Notes An in-depth look at the updates made to AgencyBloc in 2022. See all 11 articles - filed under 2022 Release Notes
- 2021 Release Notes An in-depth look at the updates made to AgencyBloc in 2021. See all 8 articles - filed under 2021 Release Notes
- 2020 Release Notes An in-depth look at the updates made to AgencyBloc in 2020. See all 9 articles - filed under 2020 Release Notes
- 2019 Release Notes An in-depth look at the updates made to AgencyBloc in 2019. See all 10 articles - filed under 2019 Release Notes
- 2018 Release Notes An in-depth look at the updates made to AgencyBloc in 2018. See all 11 articles - filed under 2018 Release Notes
- 2017 Release Notes An in-depth look at the updates made to AgencyBloc in 2017. See all 8 articles - filed under 2017 Release Notes
- 2016 Release Notes An in-depth look at the updates made to AgencyBloc in 2016. See all 10 articles - filed under 2016 Release Notes
Contact Client Success
Regular support hours are from 8:00 am - 5:00 pm Central Time.
- Phone: 866-338-7075 Give us a call. We're here to help!
- Email: help@agencybloc.com Send us a message and we'll get back to you!