Agencybloc AMS+ is a very popular CRM used by Health Insurance Agencies.

GReminders is now integrated with AgencyBloc for purposes of:

• Writing AI Notes and Tasks back to Individual Records
• Scheduling and Sending SMS Notifications to Clients

Getting Connected

First you need an API Key from AgencyBloc. Contact AgencyBloc support and ask for your API SID and API Key.

Once you have this information go to your GReminders account and go to Setup > Integrations > and find AgencyBloc. Click Setup

Next, enter your API SID and API Key you received from AgencyBloc here.

Click Save

At this time you should be fully connected.

Writing AI Tasks & Notes Back to AgencyBloc

Navigate to one of your AI Notetaker Records

Click Edit Summary. From here you should be able to search any Contacts from AgencyBloc.

Select the right Contact, Review your Notes and click Update in AgencyBloc.

Next Tasks. Click Sync Tasks.

Decide which tasks you want to push or edit them here. Then simply click Create Tasks in AgencyBloc

This will move the tasks from GReminders into your AgencyBloc Activities area within that Individual.

When you navigate to your AgencyBloc Individual record you should see the notes and tasks that were written:

Activities in AgencyBloc

Getting Phone Numbers from AgencyBloc to Send SMS

If you use Outlook or Google Calendar GReminders can automatically search Contacts within AgencyBloc to get relevant phone numbers for purposes of reminding Clients of Upcoming Appointments.

Simply invite the client to your Outlook or Google Calendar using their Email and we will try to find the corresponding Phone Number in AgencyBloc. Once we have it we will use the SMS Reminders feature within GReminders to send SMS Notifications.

To enabled this feature go to Setup > Integrations > AgencyBloc and make sure the checkbox is enabled for Contact Matching

That’s It.

We would love to hear your feedback.

Any questions? Contact [email protected]