Pre-Conference Networking & Certifications: Tuesday, April 7th
7:00 AM - 7:00 PM: Registration
8:00 AM - 12:00 PM: Morning Certification Opportunities
- Commissions+ Foundations Certification
8:00 AM - 12:00 PM
Get hands-on with the fundamentals of Commissions+ in this interactive certification course. We’ll walk through the initial setup items, such as rate tables, statement mappings, and assigning payees. Next, we’ll go through the process of loading statements, reconciling red edits, finalizing a commission cycle, and running basic reports, including the Commission Not Received report.
To maximize your experience, we recommend reviewing Commissions+ materials in the AgencyBloc Academy before attending.
Who is this suited for? Users who have experience with AMS+ and are also responsible for processing commissions for their agency. This is an entry-level course, but understanding the basic concepts of how Commissions+ works will provide the best experience for all attendees.
- AMS+ Data Management Fundamentals Certification
8:00 AM - 12:00 PM
Build a solid foundation for confident, data-driven decision-making. In this certification, you'll learn best practices for managing your agency’s data in AMS+, from successful imports to automation and reporting. Master sustainable processes for organizing, maintaining, and using your data to streamline operations and drive agency growth.
Topics include:
- Preparing and importing data for clean, accurate records
- Using workflows and email marketing for data-triggered communication
- Creating and analyzing custom reports to spot trends and measure success
- Establishing consistency in how your team handles data across the platform
Who is this suited for? Operations leaders, administrators, and data managers seeking to optimize how their team imports, organizes, and uses data across AMS+. The users who manage the access of other agents, run reports, set up workflows, and manage the AMS+ system overall.
- Digital Marketing Essentials Certification
8:00 AM - 12:00 PM
Strengthen your agency’s digital presence with this comprehensive certification in digital marketing and branding strategy, tailored for AgencyBloc users. Learn how to craft a consistent and compelling brand identity online, from optimizing your Google Business Profile and social media pages (Facebook, LinkedIn, etc.) to creating impactful social media content that resonates with your audience.
In this course, you'll go beyond branding basics to discover how to automate outreach and deepen engagement using AMS+ Email Marketing and Engage+ Content Marketing. You’ll walk away with the skills to build and manage an integrated digital marketing plan for your health insurance agency.
Who is this suited for? Agents and marketers who want to boost brand visibility, automate communications, and strengthen client engagement through digital channels.
Join other growth-minded health insurance leaders for a morning of learning and workshopping, all led by a Stanford adjunct faculty advisor, Scott Sanchez! This workshop is ideal for agency owners, principals, managers, and other leadership members who want to:
- Better understand your clients
- Improve how to serve your clients
- Experiment and try new ideas without added risk or complexities
Whether you're a leader of a single-agent operation or a multi-agent agency, the Leadership Forum is designed for those who are responsible for growth and client experience and who want practical tools they can use right away.
12:00 - 1:00 PM: Leadership Forum & Certification Attendees Networking Lunch
1:00 - 5:00 PM: Afternoon Certification Opportunities
- Commissions+ Power User Certification
1:00 - 5:00 PM
Ready to elevate your commission processes? This advanced certification explores the powerful tools and features within Commissions+ to help you customize workflows, improve accuracy, and drive smarter forecasting. Topics include custom reporting for commissions, using agent adjustments, the importance of policy commission settings, projecting commissions, and more.
Who is this suited for? Users with established commission processing experience in Commissions+ who regularly load and reconcile statements and have an understanding of rate tables and payees.
- AMS+ Data Management Fundamentals Certification
1:00 - 5:00 PM
Build a solid foundation for confident, data-driven decision-making. In this certification, you'll learn best practices for managing your agency’s data in AMS+, from successful imports to automation and reporting. Master sustainable processes for organizing, maintaining, and using your data to streamline operations and drive agency growth.
Topics include:
- Preparing and importing data for clean, accurate records
- Using workflows and email marketing for data-triggered communication
- Creating and analyzing custom reports to spot trends and measure success
- Establishing consistency in how your team handles data across the platform
Who is this suited for? Operations leaders, administrators, and data managers seeking to optimize how their team imports, organizes, and uses data across AMS+. The users who manage the access of other agents, run reports, set up workflows, and manage the AMS+ system overall.
- Digital Marketing Essentials Certification
1:00 - 5:00 PM
Strengthen your agency’s digital presence with this comprehensive certification in digital marketing and branding strategy, tailored for AgencyBloc users. Learn how to craft a consistent and compelling brand identity online, from optimizing your Google Business Profile and social media pages (Facebook, LinkedIn, etc.) to creating impactful social media content that resonates with your audience.
In this course, you'll go beyond branding basics to discover how to automate outreach and deepen engagement using AMS+ Email Marketing and Engage+ Content Marketing. You’ll walk away with the skills to build and manage an integrated digital marketing plan for your health insurance agency.
Who is this suited for? Agents and marketers who want to boost brand visibility, automate communications, and strengthen client engagement through digital channels.
5:00 - 6:30 PM: Opening Reception
Join us to kick off BlocBuilder 2026 in the Caribbean Foyer for networking and complimentary appetizers.
BlocBuilder Day 1: Wednesday, April 8th
8:00 - 9:00 AM: Registration, Breakfast, & Networking
Grab food, meet other attendees, and visit with BlocBuilder 2026 sponsors.
9:00 - 9:30 AM: Welcome & Opening Remarks
We're thrilled to welcome Brad to the stage as our keynote speaker AND official event emcee!
Brad's award-winning keynote draws on Harvard-backed research showing that "individuals who are able to make others feel significant have a massive impact on bottom-line business."
Learn more about Brad:
- He’s spoken at events for health insurance organizations, including Mayo Clinic, Kaiser Permanente, Brown & Brown Insurance, and many more
- His keynote gets into the nitty-gritty of how encouragement and empowering your team drives real business results
- He's recognized as a CPAE Speakers Hall of Fame speaker — an extremely exclusive group of only 150 people
- He's a former professional comedian
This session will equip you with the tools to encourage your team to make 2026 your agency's best year yet.
10:30 - 11:00 AM: Networking Break
Join the AgencyBloc product leadership team for a thoughtful look at how lessons from the past year are shaping what we build next. This session reflects our continued commitment to building with purpose: being intentional about what we take on, validating ideas through hands-on testing, and designing tools that support how insurance agencies operate in the real world.
You’ll gain insight into our 2026 product priorities, including where we’re focusing next, how customer engagement and user testing guide our decisions, and how we’re holding ourselves accountable — not just for delivering new features, but for making them easier to use and more impactful in your day-to-day work.
12:00 - 1:15 PM: Lunch & Networking
1:15 - 4:30 PM: Sessions & Panels in Breakout Room 1
- Ethics, Reputation, & Compliance: Rebranding the Medicare Agent
1:15 - 2:00 PM
Regulation is coming, and it can be an existential threat or a market advantage. Amanda Brewton unpacks the pragmatic implications of the 2027 proposed Medicare rule and shows agencies how to rebrand from transaction-first to healthcare educator. This session also includes a dive into consent flows, audit-proof documentation, AgencyBloc automations, and a 30-day Compliance Pilot to operationalize trust.
Presenter:
Amanda Brewton
- Smarter Cross-Selling With Ancillary Products
2:10 - 2:55 PM
Cross-selling ancillary products isn’t about pushing more — it’s about solving more. In this session, you’ll learn how to identify natural opportunities to introduce supplemental coverage that genuinely meets client needs while strengthening long-term relationships.
Attendees will walk through practical strategies for positioning ancillary products, integrating them into everyday conversations, and using systems and workflows to make cross-selling consistent, compliant, and scalable.
Presenter:
Jameson Keller
- Building Championship Producers & High-Performance Teams
3:05 - 3:50 PM
Learn a proven framework for developing top-performing insurance producers and scalable teams. This session introduces three key steps — Optimize, Amplify, and Scale — to help you generate more revenue per client, create consistent lead flow, and attract and retain the right talent.
Designed for agency leaders who want growth without burnout, this session focuses on systems, people, and execution.
Presenter:
Chase Gruening
- Building Better Quoting & Enrollment Together
4:00 - 4:30 PM
This session combines a guided walkthrough of Quote+ with an intentional opportunity to learn directly from agencies. We’ll highlight how Quote+ supports modern quoting and enrollment for small group brokers and general agencies, including the ability to compare community-rated and medically underwritten plans, manage ancillary benefits, and streamline workflows through integration with AMS+.
Equally important, this session is designed to gather meaningful feedback from attendees. Through structured engagement, we’ll listen to agency perspectives on current quoting and enrollment processes — what works well, where challenges remain, and how tools like Quote+ can better support real-world needs. Whether you currently use Quote+ or are evaluating future solutions, your insights will help inform how these capabilities continue to evolve.
Presenter:
Scott Sanchez
1:15 - 4:30 PM: Sessions & Panels in Breakout Room 2
- Moving Beyond Premiums in Employer-Sponsored Health Plans
1:15 - 2:00 PM
Healthcare costs continue to rise, and employer groups are demanding more than annual premium comparisons. This session delivers a practical, honest conversation about employer-sponsored health plans — focusing on premiums, claims experience, and long-term cost management through proven group strategies.
We’ll explore key market shifts, including the growing move toward level-funded and self-funded plans, why these changes matter now as employer expectations increase, and how brokers can lead more strategic, value-driven conversations that go beyond premium shopping. The session also features a powerful personal story from Bravo CEO Mike Bechtol, highlighting the real-world impact of proactive healthcare decision-making.
Attendees will leave with tools and talking points to help employer clients pursue sustainable savings while improving outcomes for their teams.
Presenter:
Michael Bechtol
- Connected by Design: Maximizing AMS+ Integrations
2:10 - 2:55 PM
Learn how to extend the power of AMS+ through its growing ecosystem of integrations. This session covers everything you need to know about integrations with quoting and enrollment tools like Quote+, SunFire, Lead Advantage Pro, and ConnectureDRX, as well as leveraging Zapier for broader data automation.
Walk away with a clearer understanding of what’s possible, how integrations fit into your workflows, and how to reduce manual work while keeping your data connected and accurate.
Presenters:
Cory Schmidt
Pat Moye
- How Modern Agencies Stay Organized & Visible
3:05 - 3:50 PM
Get practical, real-world strategies for running a more efficient, consistent, and scalable insurance agency using AgencyBloc. This panel-driven session will share best practices for building simple workflows, managing leads, tracking tasks, and keeping your team aligned — without adding unnecessary complexity.
You’ll also learn how to use Engage+ to maintain a consistent social media and blog presence that supports your brand without becoming a full-time job. Insights are grounded in hands-on experience running high-volume operations across multiple locations — focused on what actually works.
Panelists:
- Secrets of a Commissions Pro
4:00 - 4:30 PM
Mastering the commissions process is an ongoing evolution. This session meets attendees at any experience level, showing how to transition from cumbersome processing to a streamlined, professional-grade workflow. Erik Ulness pulls back the curtain on a truly optimized commissions operation, sharing the essential tools and strategies required to take your process to the next level. The discussion explores the full spectrum of mastery, from foundational setup to leveraging advanced tools for maximum efficiency. Whether navigating a first statement or refining a seasoned operation, participants will walk away with the insights needed to process commissions with greater speed, accuracy, and confidence.
Presenter:
Erik Ulness
Following the first full day of sessions, we will all gather for a BlocParty on the beach for live performers, artisan booths, and complimentary drinks and appetizers. Network with AgencyBloc team members, speakers, sponsors, and fellow conference attendees.
BlocBuilder Day 2: Thursday, April 9th
8:00 - 9:00 AM: Breakfast & Networking
Grab food, meet other attendees, and visit with BlocBuilder 2026 sponsors.
9:00 - 9:15 AM: Welcome
9:15 - 10:45 AM: Sessions & Panels in the Grand Ballroom
- Coastal Conservation in Action with the Broward County Sea Turtle Conservation Program
9:15 - 9:45 AM
Join the Broward County Sea Turtle Conservation Program for an engaging look at one of Florida’s most comprehensive wildlife conservation efforts. This session explores how daily sea turtle nesting surveys along Broward County’s coastline help protect vulnerable species, monitor environmental impact, and ensure responsible coastal activity throughout nesting season.
- State of the Industry Panel
9:45 - 10:45 AM
We’re bringing together four respected industry leaders for a candid, moderated conversation on where the benefits industry stands today — and where it’s headed next. Led by AgencyBloc’s co-founder, Cory Schmidt, this panel will explore recent market shifts, regulatory pressures, and emerging trends shaping agencies right now.
Attendees will leave with practical insights on how to adapt, anticipate change, and future-proof their agency in an increasingly complex and competitive environment.
Panelists:
10:45 - 11:15 AM: Networking Break
Discover the latest AMS+ enhancements, designed to help agencies work more efficiently, stay connected, and better support clients. This product deep dive will highlight new features, recent improvements, and how these tools work together to support smarter outreach, better conversations, and stronger relationships.
Whether you’re focused on internal communication, client engagement, or content marketing, this session will demonstrate how AMS+ continues to evolve to support the real-world needs of modern insurance agencies — and how you can put these enhancements to work for your team.
12:15 - 1:30 PM: Lunch & Networking
1:30 - 2:15 PM: Session in the Grand Ballroom
- Human at the Core: Scaling Agencies Without Losing What Matters
1:30 - 2:15 PM
Insurance is a people-first business, and the most successful agencies never lose sight of that. This session explores how AgencyBloc designs tools with human-centered principles in mind, and how agencies can apply the same mindset to build strong, scalable businesses.
You’ll learn how to balance growth with empathy, efficiency with connection, and systems with service — so your agency can expand while staying true to the humans it serves, both clients and team members.
Presenter:
Pat Moye
1:30 - 2:15 PM: Session in Breakout Room 1
- The Commissions Details That Make — or Break — Your Revenue
1:30 - 2:15 PM
Commissions are the lifeblood of your agency, yet critical setup and tracking details are often overlooked. In this session, we’ll unpack the most common (and costly) commission-related gaps agencies encounter — such as various date fields and how they impact commission tracking, policy status mismatches, carrier variations, and reporting blind spots.
You’ll leave with a clearer understanding of what to double-check, how to avoid common errors, and how to ensure your commissions data truly reflects the revenue you’ve earned.
Presenter:
Tasha Fitzgerald
1:30 - 2:15 PM: Session in Breakout Room 2
- The Health Insurance Opportunity Agencies Can’t Ignore
1:30 - 2:15 PM
The ACA (U65) market is one of the most polarizing areas of health insurance, yet more than 50 million Americans make ACA-related coverage decisions every year. This session provides a clear, modern overview of the U65 health landscape, including current market conditions, legislative headwinds, and where real sales and marketing opportunities exist today with ACA products and alternatives. Attendees will gain a stronger understanding of why this market deserves a strategic place in agency product portfolios and how it continues to shape the future of individual and group benefits.
Presenter:
Justin Reinig
2:15 - 2:30 PM: Networking Break
2:30 - 4:00 PM: Sessions in the Grand Ballroom
- Built to Bend: Why Rigidity is the New Risk
2:30 - 3:30 PM
The insurance industry is no longer predictable or seasonal — disruption is constant. From shifting carrier strategies and network changes to evolving compliance standards and consumer expectations, today’s greatest risk isn’t effort or intelligence — it’s rigidity.
Drawing from real-world disruptions experienced during recent enrollment seasons, this session explores why flexible systems, adaptable teams, and creative problem-solving are essential for survival and growth. Learn how to build an agency that can bend without breaking when the market shifts without warning.
Presenter:
Emily Hollingsworth
- The Future of AgencyBloc: What Comes Next
3:30 - 3:50 PM
Close out BlocBuilder 2026 with a forward-looking conversation on where AgencyBloc is headed — and how that vision aligns with the future of modern insurance agencies. This keynote will highlight long-term priorities, emerging opportunities, and how we plan to continue partnering with you as the industry evolves.
Expect clarity, transparency, and a shared vision for what’s possible in 2026 and beyond.
Presenter:
Mike Lamb
- Closing Remarks
3:50 - 4:00 PM
As BlocBuilder 2026 comes to a close, we’ll reflect on key themes, insights, and takeaways from the conference. This final session brings the community back together to highlight what we’ve learned and celebrate the progress being made across the industry.
We’ll wrap things up with a look ahead, including the official announcement of the BlocBuilder 2027 location — so you’ll be the first to know where we’re headed next!
Presenters:
Brad Montgomery
Erica Kiefer
Note: Details are subject to change.
20+ Unique Sessions
Join BlocBuilder 2026 speakers to dive deeper into recent industry trends and how AgencyBloc solutions can help your agency save time and accelerate growth!