--- title: "AgencyBloc AMS+ Software Reviews, Demo & Pricing - 2026" description: "Review of AgencyBloc AMS+ Software: system overview, features, price and cost information. Get free demos and compare to similar programs." source_url: "https://www.softwareadvice.com/crm/agencybloc-profile/" page_type: "product" language: "en" --- [Home](https://www.softwareadvice.com/) / [Insurance Software](https://www.softwareadvice.com/insurance/) / AgencyBloc AMS+ Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee. Overview [Reviews](https://www.softwareadvice.com/crm/agencybloc-ams-profile/reviews/)[Alternatives](https://www.softwareadvice.com/crm/agencybloc-ams-profile/alternatives/) # AgencyBloc AMS+ Review From $109/month Free trial 1 plan Wondering if AgencyBloc AMS+ is right for your organization? Our Insurance Software selection experts can help you in 15 minutes or less. On this page - Overview - User Interface - Popular Alternatives - Pricing and Plans - Features - Integrations - User Reviews - Popular Comparisons ## Overview AgencyBloc AMS+ 4.7 [(129)](https://www.softwareadvice.com/crm/agencybloc-ams-profile/reviews/) Pricing Starting at $109.00 per user per month ### About AgencyBloc AMS+ AgencyBloc is an agency management platform for life and health insurance agencies looking for a more effective way to increase company's profitability, enhance customer satisfaction, and control costs in today's competitive market. AgencyBloc provides cloud-based agency management solutions that help insurance agencies stay organized and efficient, including sales enablement, quoting, client and policy management, commissions processing, and more. The dashboard lets users see ongoing activities at a glance, including both individual tasks and company-wide communication. The software offers many features for agents dealing with health and life insurance, including policy management and carrier tracking. Agents can attach notes or documents to contact and policy records for quick retrieval. Additionally, with Quote+, brokers can compare all types of health insurance offerings, including community rated, medically underwritten, and ancillary, in one central place with more valuable quoting and proposal tools. AgencyBloc gives users a 360-degree view of their business, from contacts to policies, ongoing interactions, and documents that can be accessed from anywhere with an intern... et connection. The software can be scaled to meet the needs of agencies of all sizes Wondering if AgencyBloc AMS+ is right for your organization? Our Insurance Software selection experts can help you in 15 minutes or less. ## AgencyBloc AMS+ User Interface ## Popular AgencyBloc AMS+ Alternatives Main Product AgencyBloc AMS+ 4.7 [(129)](https://www.softwareadvice.com/crm/agencybloc-ams-profile/reviews/) Ratings Breakdown - 4.72Ease of use - 4.61Value for money - 4.86Customer support - 4.54Functionality Pricing Starting at $109.00 per month Get Price Alternative Product [HubSpot CRM](https://www.softwareadvice.com/product/1854-HubSpot-CRM/) 4.5 [(4482)](https://www.softwareadvice.com/product/1854-HubSpot-CRM/reviews/) Ratings Breakdown - 4.38Ease of use - 4.29Value for money - 4.39Customer support - 4.36Functionality Pricing Starting at $20.00 per month Get Price Alternative Product [Salesforce Sales Cloud](https://www.softwareadvice.com/product/2764-Salesforce/) 4.4 [(18806)](https://www.softwareadvice.com/product/2764-Salesforce/reviews/) Ratings Breakdown - 3.99Ease of use - 4.05Value for money - 4.13Customer support - 4.38Functionality Pricing Starting at $25.00 per month Get Price Alternative Product [Zoho CRM](https://www.softwareadvice.com/crm/zoho-crm-profile/) 4.3 [(6994)](https://www.softwareadvice.com/crm/zoho-crm-profile/reviews/) Ratings Breakdown - 4.15Ease of use - 4.29Value for money - 4.08Customer support - 4.27Functionality Pricing Starting at $14.00 per month Get Price Alternative Product [Kylas Sales CRM](https://www.softwareadvice.com/marketing/kylas-profile/) 4.8 [(622)](https://www.softwareadvice.com/marketing/kylas-profile/reviews/) Ratings Breakdown - 4.79Ease of use - 4.78Value for money - 4.80Customer support - 4.69Functionality Pricing Starting at $250.00 per month Get Price Alternative Product [Bigin by Zoho CRM](https://www.softwareadvice.com/crm/bigin-by-zoho-crm-profile/) 4.7 [(742)](https://www.softwareadvice.com/crm/bigin-by-zoho-crm-profile/reviews/) Ratings Breakdown - 4.75Ease of use - 4.72Value for money - 4.49Customer support - 4.49Functionality Pricing Starting at $7.00 per year Get Price ## AgencyBloc AMS+ Pricing and Plans Starting price: $109.00 per month Free Trial Free Version Grow $109.00 per user, per month Plan includes: - CRM - Automated Servicing Workflows (Basic) - Customer File & Document Management - Click-to-Text (Basic) - Electronic Scope of Appointment - ACA Consent to Contact - ACA Attestations - Appointment Scheduler - Email Inbox Integration - Calendar Availability Sync Read More Confused about pricing? We've got you covered. Get a personalized pricing breakdown tailored to your specific needs—no guesswork, no generic estimates. ## AgencyBloc AMS+ Features - Popular features found in Insurance Activity Tracking Audit Trail Contact Management Document Management Insurance Rating Policy Management Quotes/Estimates Self Service Portal Workflow Management - More features of AgencyBloc AMS+ Activity Dashboard API Client Management Collaboration Tools Commission Management Commission Statements Compliance Management Configurable Workflow Customizable Fields Dashboard Email Tracking For Insurance Industry Insurance Management Insurance Policy Management Lead Capture Lead Management Life & Health Mobile Access Opportunity Management Performance Metrics Reminders Reporting/Analytics Sales Forecasting Sales Pipeline Management Sales Reports Workflow Automation ## AgencyBloc AMS+ Integrations Five9 Integration rated undefined from -1 review Intulse Integration rated undefined from -1 review ClientCircle Integration rated undefined from -1 review Employee Navigator Integration rated undefined from -1 review Ease Integration rated undefined from -1 review Microsoft Outlook Integration rated undefined from -1 review See all 7 integrations ## AgencyBloc AMS+ User Reviews ## AgencyBloc AMS+ customer ratings - Overall rating: 4.7/5 - Total reviews: 129 ### Rating distribution - 5 stars: 102 reviews (79%) - 4 stars: 24 reviews (19%) - 3 stars: 1 reviews (1%) - 2 stars: 0 reviews (0%) - 1 star: 2 reviews (2%) ### Secondary ratings - Ease of use: 4.7/5 - Value for money: 4.6/5 - Customer support: 4.9/5 - Functionality: 4.5/5 --- ### Great for starting out. - Overall rating: 5/5 - Reviewer: Verified Reviewer - Verified reviewer: Yes - Industry: Financial Services - Company size: 2-10 employees - Product usage: Used other for less than 2 years - Reviewed: February 2021 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. Positive experience for a start-up system to help track & maintain business. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 4/5 - Customer support: 5/5 - Functionality: 4/5 #### Pros Setup and data management are very simple with AgencyBloc. We used it when our agency was in its infancy. #### Cons The software itself is basic, which is a good thing for starting out. Within 2 years we outgrew the functionality & integrations it provided. --- ### AgencyBloc is EXACTLY what I need! - Overall rating: 5/5 - Reviewer: Kevin D. - Verified reviewer: Yes - Industry: Insurance - Company size: Self-Employed - Product usage: Used daily for more than 2 years - Reviewed: May 2023 - Review source details: This review was submitted organically. No incentive was offered I'm a single owner/broker. I became an AgencyBloc customer before I had a single client or a single lead to enter into the database. I knew my business would grow and that I needed to get started properly. Yes, I could have built an Excel spreadsheet, but did I want to track and develop business on the back of my Excel skills? AgencyBloc allowed me to get off the ground quickly so I could focus on my business instead of sorting through or building a CRMish database. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 4/5 #### Pros I realize this sounds like I'm speaking in reverse, but this is only fully realized after utilizing AgencyBloc. AgencyBloc's customer support team is OUTSTANDING. I ask a lot of questions and am always trying to stretch what can be done. The Support team is very knowledgeable, professional, and personable. They understand the concept of what I'm trying to accomplish vs how I sometimes communicate what I'm trying to get done. A solid, built-for-insurance CRM coupled with great support is vital to my business. I didn't need to build from the ground up what I wanted to track. With only a few customizations that I was able to do myself, I was up and running quickly. Even though I'm a small business, I depend on AB, it's the first platform I open each morning. #### Cons My least favorite function is Email Marketing. I say the least favorite with a caveat....I have been using AB's Email Marketing as part of my ongoing marketing for the past 18 months and will continue to do so. It's a bit clunky. Once you understand how it works, it works well. Email marketing is very important to me and I'll continue to use it. #### Reasons for choosing AgencyBloc AMS+ See my above comments. --- ### Daily User - Overall rating: 5/5 - Reviewer: Joe V. - Verified reviewer: Yes - Industry: Insurance - Company size: 2-10 employees - Product usage: Used daily for less than 2 years - Reviewed: August 2019 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. #### Ratings breakdown - Ease of use: 3/5 - Functionality: 3/5 #### Pros Very easy to access and find my notes on clients on a daily basis #### Cons I dont like how you have to go back to the company/group to review each policy every time you switch between policies. --- ### AgencyBloc, Saving us Time. - Overall rating: 5/5 - Reviewer: Aimee M. - Verified reviewer: Yes - Industry: Insurance - Company size: 2-10 employees - Product usage: Used daily for less than 6 months - Reviewed: April 2023 - Review source details: This review was submitted organically. No incentive was offered Overall, our experience is great with AgencyBloc. We are so happy that we are able to utilize this program for what we really need to use it for. Primarily we like to use this program for tracking commissions. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 4/5 #### Pros We really utilize the commission module almost on a daily basis. We like that we are able to make sure that we are compensated for all of our policies. I enjoy being able to run the commission report every month to see which policies we didn't have a payment on. I like the feature of activities on the individual lead page. I use that page to upload a lot of our agents leads on there. It is really nice that as the Admin we are able to look into our agent's business, not to be nosey or intruding, but to reach out to them to see if they need help reaching out to contact leads. We want all of our agents to succeed so being able to have one centralized location of seeing their activity has been a great help. We have 4 new agents using this program. I feel that they generally like the system as well since we see them using it. I enjoyed having someone that we could reach out to personally and would take the time out of their day to help me with any questions, [sensitive content hidden] was a great onboarding instructor. If we couldn't figure out a solution she would find the answer and get back with me. #### Cons I personally feel that there are a few things that could be adjusted better to help us as an agency. One feature that I find slightly annoyed with is that the information doesn't automatically save, that we have to hit save for all the pages. I don't really like the feature where we have a husband and wife both have separate policies and accounts, so I don't want to merge the contact, so I wish I could dismiss that comment on the page and it not ask me that again. Also, my husband is the insurance agent and I am on the administrative side of the company, so it's unfortunate that we can't both be logged into AgencyBloc at the same time under 1 log in. We would have to pay for another user account and we just feel like that expense isn't necessary. I would like the custom fields for the note section to be bigger, sometimes we have so many notes on a client that scrolling through the note field can be tedious. --- ### The Medicare Plan Store Review - Overall rating: 5/5 - Reviewer: Vanessa W. - Verified reviewer: Yes - Industry: Insurance - Company size: 2-10 employees - Product usage: Used daily for more than 2 years - Reviewed: January 2023 - Review source details: This review was submitted organically. No incentive was offered I specifically work more in the backend part of our business. I have no idea how well I'm utilizing what functions I know about and if I could be more effective within the system. I have attended many training sessions. Have there been advanced sessions for users who have been using the system for a while. I don't know what I don't know. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 4/5 #### Pros Our company benefits most from these functionalities within the AB system:All aspects of the client management components - Custom Fields have served us wellReporting - both preset reports and the custom reports are important to our businessCommissions - entry and reporting are critical to us managing distribution accuracy #### Cons We would benefit from the ability to add live links in the system that allow our agents to go to other online entities, specifically new client portals that send important documents client should have prior to their appt. The addition of live link availability would be a time saver for agents and administrators. I have also requested that some changes in the Commissions Not Received Report would be helpful in following up and resolving those issues #### Reasons for choosing AgencyBloc AMS+ Be cause it fit our needs #### Reasons for switching to AgencyBloc AMS+ For the above reasons and the ability to manage commissions --- ### An extremely useful, option packed, and user friendly CRM. - Overall rating: 5/5 - Reviewer: Sher B. - Verified reviewer: Yes - Industry: Insurance - Company size: 11-50 employees - Product usage: Used daily for more than 2 years - Reviewed: April 2022 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. I use this software everyday and it is user-friendly and intuitive. i find it fast and rapid to put the data in that I need to and to pull the reports that I need. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros The ability to customize it to meet our needs. #### Cons If I ever had a con, I called customer service and had was speedily helped by extremely pleasant and knowledgeable representative. #### Reasons for choosing AgencyBloc AMS+ Robustness of the CRM, the ability to personalize it and all of the functions it had for the price. #### Reasons for switching to AgencyBloc AMS+ Agency bloc was more robust and user friendly. It stored my documents and other client info where i could easily retrieve it. --- ### All In One Insurance Solution for Brokers! - Overall rating: 5/5 - Reviewer: Steve P. - Verified reviewer: Yes - Industry: Insurance - Company size: 2-10 employees - Product usage: Used daily for more than 2 years - Reviewed: July 2016 - Review source details: This review was submitted organically. No incentive was offered AgencyBloc is the single best all-in-one insurance platform out there - and I've used just about all of them as the IT Director for Custom Health Plans. Absolutely any part of the system can be found from a top level search, and the lead system especially has unparalleled versatility for customization. It's even possible to post directly into the CRM, and combined with the autoresponder capability, you can have an instant-deploy message go out the moment a lead comes in. It also has a very Google Calendar-esque notification function built in, so you'll never miss a lead having a birthday or with a policy running out. Last but not least, the staff are super responsive, and listen to agents' requests for new features or tweaks to existing ones. Gary Marr especially on their technical team has been a non-stop asset to our overall online endeavors, and is a true gem within AgencyBloc - having an awesome system is great, but having an awesome system with technicians who care is absolutely stellar. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Biggest pros are the ease of customization and searchability, and the simplicity of use on any device. The entire CRM is mobile friendly, so even on the go, the whole system is at your fingertips. #### Cons The only real con other than a relatively hefty learning curve (which is expected with this many features) is the lack of a built in rate engine - obviously not a huge deal with so many out there, and if nothing else, it's likely something planned in the future. Regardless, it's easy enough to write a cross-post into a quoting engine AND AgencyBloc without disrupting either one. --- ### One giant step... - Overall rating: 4/5 - Reviewer: Richard P. - Product usage: Used unspecified for unspecified - Reviewed: June 2013 - Review source details: This review was submitted organically. No incentive was offered If you are looking for a software system to run an agency that specializes in group life and health and related lines you should take a look at the Agency Bloc product. It is easy to use, fairly inexpensive, and does a great job generating reports and tracking clients. I am very happy I am making the switch. #### Ratings breakdown - Ease of use: 5/5 - Customer support: 5/5 #### Pros Making the decision to change agency management software is extremely difficult but when you run into substantial limitations on functionality it is time to look at alternatives. After switching to Agency Bloc I immediately found that I could generate reports in seconds that took me much longer to generate on my old system. I found the interface to be much more user friendly and service team was there to solve the few minor glitch moments that came up. Perhaps the most important "Pro" I have found is off site storage. We all know the importance of backing up data and we all think we have taken this important setp. I thought that as well, but my server crashed last week and some of that data that I thought was being backed up was not backed up. My existing agency management firm charged me for rebuilding a couple of files and it took some time to get it done. The information on Agency Bloc was unaffected because it was not stored on the server. This is a real plus. #### Cons For some reason it seems that the people who design these agency systems get carried away with setting up functions that the average agency just does not use. In some cases the information that I would like to see on one centralized screen requires that you either change screens several times or set up a "custom" page where you can put the info you want to see in one place. I would like to see more "user defined" fields on the main screens but the ability to set up custome fields on some of the pages works with a little effort. --- ### AgencyBloc Rocks - Overall rating: 5/5 - Reviewer: Dominic S. - Product usage: Used unspecified for unspecified - Reviewed: October 2013 - Review source details: This review was submitted organically. No incentive was offered We are a growing ancillary General Agent who was in need of a more robust database and tracking system. We were previously using Microsoft Access to track our agents quotes and service issues but that limited us to one user and was not cloud-based. We added another employee and it is imperative that all members of the team can see the activities and notes from the different groups we manage. Agency Bloc fits this bill. Agency Bloc helps us manage our entire current block of business as well as all our new quoting activity and customer service issues. If one person goes out, the next can easily pick up on open items or issues. The system will even allow us to pay commissions if we pay the upgrade. As we quoted out ideas for an agency management system, we talked to a variety of vendors. Agency Bloc was the most reasonably priced. I recommend fully Agency Bloc to the agents I work with. It is an affordable professional solution for benefit agents. #### Ratings breakdown - Ease of use: 5/5 - Customer support: 5/5 --- ### Great inner office program - Overall rating: 4/5 - Reviewer: Corey B. - Verified reviewer: Yes - Industry: Health, Wellness and Fitness - Company size: 2-10 employees - Product usage: Used daily for less than 6 months - Reviewed: February 2019 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. Able to keep all information on groups and brokers in one area with ease to find said information without using multiple programs. We have implemented the notes section to download documents we all need access to. #### Ratings breakdown - Ease of use: 4/5 - Functionality: 5/5 #### Pros Ease of use and compatibility within the office #### Cons When adding contact information for some of the tabs it can be a bit redundant. Search bar at the top doesn't apply within the category. --- Showing 1 - 10 of 129 Reviews [See All Reviews](https://www.softwareadvice.com/crm/agencybloc-ams-profile/reviews/) ## AgencyBloc AMS+ Popular Comparisons [Zoho CRM vs AgencyBloc AMS+](https://www.softwareadvice.com/crm/agencybloc-ams-profile/vs/zoho-crm/)[Mailchimp vs AgencyBloc AMS+](https://www.softwareadvice.com/crm/agencybloc-ams-profile/vs/mailchimp/) [Compare All Alternatives](https://www.softwareadvice.com/crm/agencybloc-ams-profile/alternatives/) ## Other Top Recommended Insurance Software [EZLynx](https://www.softwareadvice.com/insurance/ezlynx-profile/) **3.7** (75) Recently recommended **9** times [Jenesis Software](https://www.softwareadvice.com/insurance/jenesis-agency-management-profile/) **4.7** (284) Recently recommended **8** times [Macaw](https://www.softwareadvice.com/product/266247-Macaw/) **3.6** (22) Recently recommended **4** times [Applied Epic](https://www.softwareadvice.com/insurance/applied-epic-profile/) **4.2** (142) Recently recommended **2** times Stuck Between Options? 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