AgencyBloc AMS+ 2026: Benefits, Features & Pricing

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Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

AgencyBloc AMS+

4.8

(128)

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...

AgencyBloc AMS+ Screenshots

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

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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

Intulse

ClientCircle

Employee Navigator

Ease

Microsoft Outlook

See all 7 integrations

AgencyBloc AMS+ User Reviews

Overall Rating

4.8

Ratings Breakdown

79%

20%

Secondary Ratings

Ease of Use

4.7

Value for money

4.6

Customer support

4.9

Functionality

4.6

Joe V.

Verified reviewer

Insurance

2-10 employees

Used daily for less than 2 years

Review source

Reviewed August 2019

Daily User

Previously 4

Ratings Breakdown

Ease of use

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.

Jennifer S.

Verified reviewer

Insurance

Self-Employed

Used daily for more than 2 years

Review source

Reviewed October 2024

PRO and CON

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Everything is in one place. I do not have to have different software for phones and database, it is all in 1.

Cons:

That you cannot text pictures to members, and that there is not fax capabilities.

Reasons for choosing AgencyBloc AMS+

All in one access is what sold me. I love that everything is in one place

Angela D.

Verified reviewer

Insurance

2-10 employees

Used daily for more than 2 years

Review source

Reviewed March 2019

Excellent CRM!

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

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

This software is so easy to use and to learn whether you are familiar with using database software or not it is very intuitive. The customer support is excellent, including tutorials and live help. Also, love the agent tracking. It makes my contracting work so much easier.

Cons:

I cannot think of anything I really dislike.

John B.

Verified reviewer

Insurance

2-10 employees

Used daily for less than 12 months

Review source

Reviewed August 2023

Great CRM for the money

From our initial presentation by [sensitive content hidden] , to our data migration supervised by [sensitive content hidden], to the support we receive from our Client Success Manager [sensitive content hidden], to the training offered by [sensitive content hidden], we have just been truly amazed by the amount of support we receive and the attention to detail that everyone we have dealt with provides. We know who to contact for what issues and everyone has been quick to respond and help us resolve any issues we may have had. Our previous CRM is no match to this level of customer service.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

We like the user-friendly design that Agencybloc provides. From the client management, to policies, to reports, to tracking activities, it really is super easy to use. We had another CRM prior and they certainly weren't user friendly and it wasn't designed to use for insurance. This platform really makes our jobs, lives, and client interaction and support so much easier!

Cons:

It would be nice if it was more user friendly to link email outside of Microsoft to be able to track client interactions. We utilize Gmail and that is our only issue at this time.

Reasons for switching to AgencyBloc AMS+

Salesforce was not user friendly for us because it wasn't designed for the insurance industry and we don't have a dedicated tech person to be able to customize the platform enough to suit our needs.

Jara C.

Verified reviewer

Insurance

2-10 employees

Used daily for less than 12 months

Review source

Reviewed October 2022

Works for me, I need userfriendly

I was able to use it immediately and the best part was that I had help from Agency Bloc to download my clientele.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

How easily it was set up and the training that came with it

Cons:

There are a few things I would like it to do for instance if I am working a case I would like the projected due date to remind me in an email to me. I would also like an account to show the whole family not each individual

Reasons for choosing AgencyBloc AMS+

It was more userfriendly for the type of business.

Lynn B.

Verified reviewer

Insurance

2-10 employees

Used daily for less than 2 years

Review source

Reviewed November 2024

Bridge Insurance Review

We really liked the upgrade to AMS+, especially being a Medicare Agency!

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Very user-friendly, efficient, and organized!

Cons:

Sometimes it feels as though the system freezes up

Vendor Response

Hi, Lynn! We sincerely appreciate your kind review of AMS+. We're thrilled to hear we are able to help you and your team stay organized!

Replied November 2024

Patty C.

Verified reviewer

Insurance

11-50 employees

Used daily for less than 2 years

Review source

Reviewed August 2024

Inquiries

Friendly and very informative on any question or issue i have that needs resolved.

Ratings Breakdown

Ease of use

Value for money

Customer support

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

Gregory H.

Verified reviewer

Hospital & Health Care

2-10 employees

Used daily for more than 2 years

Review source

Reviewed February 2023

Love Agency Bloc!

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The product is amazing, it makes our entire AEP season go smoothly and creates an environment that is stress-free when we need it most!

Cons:

Nothing, it is great! I guess only better integration with Lead Advantage Pro but that might be hard.

Morten R.

Verified reviewer

Insurance

11-50 employees

Used daily for less than 12 months

Review source

Reviewed July 2018

Great software with great support.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I like the fact that it is a cloud based system with the ability to easily add custom fields. I also very much like the built in ability to do mass emails/email-drops as well as some built-in automatic workflow functions. Commission importing is also very easy and time saving. I like the continuous product improvements - most recently the addition of Outlook integration. We have also very much enjoyed the strong customer/product support from AgencyBloc.

Cons:

We had used a different software for more than a decade and I may be biased because of that. There is a feature, related to how AgencyBloc has products set up, that I am not keen on. However, it is not a major issue for our work and use of the system.

Joshua D.

Verified reviewer

Used daily for less than 12 months

Review source

Reviewed June 2018

This is perfect for Life and Health agents

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I love how this is setup specifically for Life and Health agents. There are so many customization that can be made, but it already is setup and can be used exactly how it is. There is an endless amount of customized reports that can be ran. This is setup so that if you are a single person or if you are an agency or even if you oversee multiple agencies this is built for it. It is affordable for a month for 1 person to use....Way cheaper than anything else i looked at.

Cons:

I use Facebook for marketing/lead generation. Agencybloc is not directly integrated with Facebook. I just currently emailed Agencybloc to get info on how to set this up.

Showing 1 - 10 of 128 Reviews

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