AgencyBloc AMS+

RATING:

4.8

(127)

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 recor...

AgencyBloc AMS+ Pricing

Pricing starts at $75/month.

Starting price: 

$105.00 per month

Free trial: 

Available

Free version: 

Not Available

AgencyBloc Custom reporting
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AgencyBloc AMS+ Reviews

Overall Rating

4.8

Ratings Breakdown

Secondary Ratings

Ease-of-use

4.5

Customer Support

5

Value for money

4.5

Functionality

4.5

Most Helpful Reviews for AgencyBloc AMS+

1 - 5 of 87 Reviews

User Profile

Gregory

Verified reviewer

Hospital & Health Care, 2-10 employees

Used daily for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed February 2023

Love Agency Bloc!

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.

Jara

Insurance, 2-10 employees

Used daily for less than 12 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

4

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

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.

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

Reason for choosing AgencyBloc AMS+

It was more userfriendly for the type of business.

Jay

Insurance, 11-50 employees

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

3

EASE OF USE

3

VALUE FOR MONEY

4

FUNCTIONALITY

3

Reviewed February 2023

Subpar

PROS

It looks nice, but for me, that's where it stops at.

CONS

Better functionality and a better user interface, I find many of the functions "clunky"

Reasons for switching to AgencyBloc AMS+

homegrown

Lori

Health, Wellness and Fitness, 201-500 employees

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

4

EASE OF USE

5

VALUE FOR MONEY

3

CUSTOMER SUPPORT

3

FUNCTIONALITY

3

Reviewed December 2023

Agency Bloc

great i liked it very much like i said above

PROS

organization it kept my work on point and manageable

CONS

the price was higher then most but the quality is good

Vendor Response

Thank you for sharing your review, Lori - we look forward to continuing to keep your book of business organized!

Replied January 2024

Kevin

Insurance, 1 employee

Used daily for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed May 2023

AgencyBloc is EXACTLY what I need!

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.

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.

Reason for choosing AgencyBloc AMS+

See my above comments.