# AgencyBloc AMS+ Software Reviews, Demo & Pricing - 2026 > Review of AgencyBloc AMS+ Software: system overview, features, price and cost information. Get free demos and compare to similar programs. Source: https://www.softwareadvice.com/crm/agencybloc-profile --- [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+ 2026: Benefits, Features & Pricing 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 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 [Salesforce Sales Cloud](https://www.softwareadvice.com/product/2764-Salesforce/) 4.4 [(18785)](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 [Jobber](https://www.softwareadvice.com/field-service/jobber-profile/) 4.6 [(1457)](https://www.softwareadvice.com/field-service/jobber-profile/reviews/) Ratings Breakdown - 4.62Ease of use - 4.40Value for money - 4.59Customer support - 4.35Functionality Pricing Starting at $39.00 per month Get Price Alternative Product [Dynamics 365](https://www.softwareadvice.com/product/106335-Dynamics-365/) 4.4 [(5825)](https://www.softwareadvice.com/product/106335-Dynamics-365/reviews/) Ratings Breakdown - 4.11Ease of use - 4.13Value for money - 4.19Customer support - 4.33Functionality Pricing Starting at $50.00 per month Get Price Alternative Product [monday.com](https://www.softwareadvice.com/marketing/monday-com-profile/) 4.6 [(6050)](https://www.softwareadvice.com/marketing/monday-com-profile/reviews/) Ratings Breakdown - 4.49Ease of use - 4.28Value for money - 4.43Customer support - 4.45Functionality Pricing Starting at $9.00 per month Get Price Alternative Product [Odoo](https://www.softwareadvice.com/crm/odoo-profile/) 4.2 [(1309)](https://www.softwareadvice.com/crm/odoo-profile/reviews/) Ratings Breakdown - 4.04Ease of use - 4.09Value for money - 3.87Customer support - 4.17Functionality Pricing Starting at $31.10 per month 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 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 ## 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 Overall Rating 4.7 Ratings Breakdown 5 79% 4 19% 3 1% 2 0% 1 2% Secondary Ratings Ease of Use 4.7 Value for money 4.6 Customer support 4.9 Functionality 4.5 VR Verified Reviewer Financial Services 2-10 employees Used other for less than 2 years Review source Reviewed February 2021 Great for starting out. 5 Positive experience for a start-up system to help track & maintain business. Ratings Breakdown 5 Ease of use 4 Value for money 5 Customer support 4 Functionality 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. Read More PC Patty C. Verified reviewer Insurance 11-50 employees Used daily for less than 2 years Review source Reviewed August 2024 Inquiries 5 Friendly and very informative on any question or issue i have that needs resolved. Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 5 Functionality Pros: I love the fact that when you email or chat with a rep at Agency Bloc, that they respond within minutes and the turn around service is great. Cons: There is nothing really that i dislike about your portal or service. Vendor Response Patty - Thank you for the kind words about our support team. We are thrilled to be able help support you whenever possible! Cheers, The Team at AgencyBloc Replied August 2024 Read More JV Joe V. Verified reviewer Insurance 2-10 employees Used daily for less than 2 years Review source Reviewed August 2019 Daily User 5 Previously 4 Ratings Breakdown 3 Ease of use 3 Functionality 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. Read More KD Kevin D. Verified reviewer Insurance Self-Employed Used daily for more than 2 years Review source Reviewed May 2023 AgencyBloc is EXACTLY what I need! 5 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 4 Ease of use 5 Value for money 5 Customer support 4 Functionality 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. Read More AM Aimee M. Verified reviewer Insurance 2-10 employees Used daily for less than 6 months Review source Reviewed April 2023 AgencyBloc, Saving us Time. 5 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 5 Ease of use 5 Value for money 5 Customer support 4 Functionality 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. Read More VW Vanessa W. Verified reviewer Insurance 2-10 employees Used daily for more than 2 years Review source Reviewed January 2023 The Medicare Plan Store Review 5 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 5 Ease of use 5 Value for money 5 Customer support 4 Functionality 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 Read More Steve P. Verified reviewer Insurance 2-10 employees Used daily for more than 2 years Review source Reviewed July 2016 All In One Insurance Solution for Brokers! 5 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 5 Ease of use 5 Value for money 5 Customer support 5 Functionality 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. Read More Richard P. Used unspecified for unspecified Review source Reviewed June 2013 One giant step... 4 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 5 Ease of use 5 Customer support 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. Read More Dominic S. Used unspecified for unspecified Review source Reviewed October 2013 AgencyBloc Rocks 5 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 5 Ease of use 5 Customer support Read More Corey B. Verified reviewer Health, Wellness and Fitness 2-10 employees Used daily for less than 6 months Review source Reviewed February 2019 Great inner office program 4 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 4 Ease of use 5 Functionality 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. Read More Showing 1 - 10 of 129 Reviews [See All Reviews](https://www.softwareadvice.com/crm/agencybloc-ams-profile/reviews/) ## AgencyBloc AMS+ Popular Comparisons [Salesforce Sales Cloud vs AgencyBloc AMS+](https://www.softwareadvice.com/compare/2764-Salesforce/vs/418532-agencybloc-ams/)[Jobber vs AgencyBloc AMS+](https://www.softwareadvice.com/crm/agencybloc-ams-profile/vs/jobber/)[Dynamics 365 vs AgencyBloc AMS+](https://www.softwareadvice.com/compare/106335-Dynamics-365/vs/418532-agencybloc-ams/)[monday.com vs AgencyBloc AMS+](https://www.softwareadvice.com/crm/agencybloc-ams-profile/vs/monday-com/)[Odoo vs AgencyBloc AMS+](https://www.softwareadvice.com/crm/agencybloc-ams-profile/vs/odoo/)[Trello vs AgencyBloc AMS+](https://www.softwareadvice.com/crm/agencybloc-ams-profile/vs/trello/) [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** (74) Recently recommended **8** times [Applied Epic](https://www.softwareadvice.com/insurance/applied-epic-profile/) **4.2** (141) Recently recommended **6** times [Macaw](https://www.softwareadvice.com/product/266247-Macaw/) **3.6** (22) Recently recommended **6** times [Financial Services Cloud](https://www.softwareadvice.com/insurance/salesforce-fin-serv-cloud-profile/) **4.8** (5) Recently recommended **6** times Stuck Between Options? 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