AgencyBloc AMS+ 2026: Benefits, Features & Pricing

It has been great working with them and they keep improving the software's functionality.

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.

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.

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.

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.

Positive experience for a start-up system to help track & maintain business.

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.

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.