AgencyBloc AMS+ Features
What are the features of AgencyBloc AMS+?
Administration
- Contact Management
- Reporting & Dashboards
Platform Administration
- Task Management
- Contact Management
Platform Basics
- Reporting
Platform Documentation
- Policy Management
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AgencyBloc AMS+ Categories on G2
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Administration
Contact Management | Based on 10 AgencyBloc AMS+ reviews. Storing and organizing client contact information | 92% (Based on 10 reviews) | |
Commissions | Calculating and administering percentages of policy premiums to be paid to sales representatives on closing a deal | Not enough data | |
Sales Tools | Organizing sales representatives' pipelines and tracking the sales process | Not enough data | |
Reporting & Dashboards | Compiling visual representations of various types of data This feature was mentioned in 10 AgencyBloc AMS+ reviews. | 93% (Based on 10 reviews) | |
Email Integration | Accessing and sending emails via the platform | Not enough data | |
Task Management | Assigning tasks to employees in order to organize and track productivity | Not enough data |
Insurance Documentation
Claims Management | Organizing and processing customers' insurance claims | Not enough data | |
Policy Management | Maintaining policy and customer information | Not enough data | |
Invoicing & Receipts | Creating and organizing insurance invoices and payment receipts | Not enough data | |
Electronic Signatures | Sending electronic documents to clients to sign and return electronically | Not enough data |
Platform Administration
Task Management | Based on 12 AgencyBloc AMS+ reviews. Assigning tasks to employees in order to organize and track productivity | 86% (Based on 12 reviews) | |
Email Integration | Accessing and sending emails via the platform | Not enough data | |
Sales Tools | Organizing sales representatives' pipelines and tracking the sales process | Not enough data | |
Commissions | Calculating and administering percentages of policy premiums to be paid to sales representatives on closing a deal | Not enough data | |
Contact Management | Based on 14 AgencyBloc AMS+ reviews. Storing and organizing client contact information | 96% (Based on 14 reviews) |
Platform Basics
Reporting | Based on 15 AgencyBloc AMS+ reviews. Provides analytics tools that reveal important business metrics and track progress. | 92% (Based on 15 reviews) |
Platform Documentation
Policy Management | Maintaining policy and customer information 15 reviewers of AgencyBloc AMS+ have provided feedback on this feature. | 88% (Based on 15 reviews) |
