AgencyBloc, a leading agency management system for health, senior and benefits insurance agencies, has launched an integration with HealthSherpa, a quoting and enrollment platform. The integration connects Medicare quoting, enrollment and client management workflows, enabling two-way data flow between HealthSherpa for Medicare and AMS+. The integration aims to reduce duplicate data entry and keep client information centralised. Agencies can manage quoting and enrollment through HealthSherpa whilst maintaining client and policy data within AMS+ for reporting and operations. The HealthSherpa for Medicare integration is available now. AgencyBloc plans to expand the integration to support Individual ACA workflows in future.

AgencyBloc and HealthSherpa launch Medicare integration to connect quoting, enrollment, and client management. New integration streamlines Medicare workflows while keeping client data centralized in AMS+ CEDAR FALLS, Iowa, August 4, 2026 - AgencyBloc, the leading agency management system for health, senior and benefits insurance agencies, today announced the launch of its integration with HealthSherpa (opens in a new window), one of the industry's most widely used quoting and enrollment platforms. The new integration connects Medicare quoting, enrollment, and client management workflows, helping agencies reduce duplicate data entry, improve data flow, and keep client information centralized within AMS+. The integration enables a two-way flow of data between HealthSherpa for Medicare and AMS+, creating a more connected experience from prospect to policy to ongoing client management. "AMS+ is designed to be the operational hub for agencies, and that means connecting with the technology they already depend on," said J. Scott Sanchez, Chief Product Officer at AgencyBloc (opens in a new window). "Our partnership with HealthSherpa strengthens that vision by bringing Medicare quoting and enrollment into a more connected workflow. Agencies can spend less time moving data between systems and more time servicing their clients and growing their business." The integration supports how agencies actually get work done every day, reducing manual work and improving the flow of information across systems. Agencies can manage quoting and enrollment through HealthSherpa while keeping client and policy data connected within AMS+ for reporting, operations and ongoing client management. "Our goal has always been to simplify the Medicare enrollment experience," said Korey Ashton, Vice President of Medicare at HealthSherpa (opens in a new window). "Working with AgencyBloc allows us to extend that experience beyond enrollment by connecting with the system agencies use to manage their business every day. Together, we're helping agencies operate more efficiently without changing the way they work." The HealthSherpa for Medicare integration is available today. AgencyBloc plans to expand the integration to support Individual ACA workflows in the future. Existing AgencyBloc clients can contact their client success manager for more details. Agencies interested in AMS+ can request a demo at agencybloc.com/schedule-demo. About AgencyBloc AgencyBloc is the #1 Recommended Insurance Industry Growth Platform that serves the health, senior, and benefits industry with a suite of solutions to support operational and growth needs of independent insurance agencies, GAs, and IMO/FMOs. To learn more about AgencyBloc, visit www.agencybloc.com. About HealthSherpa HealthSherpa is the largest and fastest-growing ACA, Medicare, and ICHRA exchange in the United States, simplifying access to health plans from both federal and state marketplaces. Its secure, integrated technology platform empowers insurance agents, agencies, platforms, and carriers to quickly and accurately serve and support individuals as they select and use quality, affordable health plans. Learn more at www.healthsherpa.com (opens in a new window). Posted on Tuesday, August 4, 2026 in About Us