BrokerageBuilder vs. AgencyBloc AMS+

BrokerageBuilder is an agency management system (AMS) built specifically for employee benefits brokerages. It centralizes group and plan data, automates renewal workflows, streamlines carrier RFPs, and tracks commissions — all in one platform purpose-built for how benefits teams work, not adapted from a P&C system. If you're running a benefits brokerage, your problems are specific: renewal seasons that overwhelm your team, RFPs that take hours to build, commissions that are hard to reconcile, and client proposals that should look more professional than they do.

AMS+, an AgencyBloc solution, is an all-encompassing, industry-specific sales and servicing management solution designed to help your team be more efficient, increase sales, and improve client retention. Manage your company’s leads, prospects, and clients all in one centralized location. Convert more prospects and turn the dial up on your sales team’s initiatives with insurance-specific sales enablement tools. Then, close the loop and improve client retention with dedicated customer and policy management tools designed for the health, benefits, and senior market insurance space.