Knowledge Base | AgencyBloc

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
Rx Collect Set up and send forms to gather prescription and provider details from beneficiaries. See all 11 articles - filed under Rx Collect
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 Sales 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 4 articles - filed under Regulatory Compliance

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 5 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 servicing 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 5 articles - filed under Searching
Reporting Reporting features and suggested use. See all 12 articles - filed under Reporting

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

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 13 articles - filed under Phone System Setup
Call Making & Recording Use click-to-dial, call queues, or manually make calls in AMS+. See all 12 articles - filed under Call Making & Recording
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

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 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
Integrations Connect your AMS+ account to partnered apps for additional services, such as quoting, enrollment, customer service, and more. See all 19 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 7 articles - filed under Lead Forms

Manage your users, teams, and data settings.

Data & Custom Fields Set up data & custom field options, duplicate detection & merging. See all 12 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

Read about new features and the latest changes to AMS+.

2025 Release Notes An in-depth look at the updates made to AgencyBloc in 2025. See all 2 articles - filed under 2025 Release Notes
2024 Release Notes An in-depth look at the updates made to AgencyBloc in 2024. See all 9 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