Your Independent AgencyBloc AMS+ Consultant

12+ years of experience managing a health insurance agency using AgencyBloc AMS+, ready to support your agency's implementation.

Erik Ulness, Bloc Whiz consultant

Erik Ulness

Erik brings deep, hands-on experience with AgencyBloc AMS+ to help health insurance agencies streamline their operations. From initial setup to ongoing monthly services, let Bloc Whiz handle the details so you can focus on growing your business.

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Initial AMS+ Setup

  • Book of Business Imports
  • Commission Statement Import Mapping
  • Data Cleansing
  • Agent Rate Table Configuration

Monthly Commission Processing

  • Carrier Commission Statement Downloads
  • Commission Statement Import Processing
  • Commission Reconciliation
  • Agent Statement Generation

Database Management

  • Data Updates & Integrity Maintenance
  • Issue Resolution
  • Custom Report Creation

Ready to Get Started?

Let's discuss how Bloc Whiz can support your agency.

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