--- title: "AgencyBloc AMS+ Reviews, Pros and Cons - 2026 Software Advice" description: "Reviews of AgencyBloc AMS+. Learn how real users rate this software's ease-of-use, functionality, overall quality and customer support. Talk to our advisors to see if AgencyBloc AMS+ is a good fit for you!" source_url: "https://www.softwareadvice.com/insurance/agencybloc-profile/reviews/" page_type: "reviews" language: "en" --- 1 million+ businesses helped. Get advice Get Free Advice [Home](https://www.softwareadvice.com/) / [Insurance Software](https://www.softwareadvice.com/insurance/) / [AgencyBloc AMS+](https://www.softwareadvice.com/crm/agencybloc-ams-profile/) / AgencyBloc AMS+ Reviews 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](https://www.softwareadvice.com/crm/agencybloc-ams-profile/) Reviews [Alternatives](https://www.softwareadvice.com/crm/agencybloc-ams-profile/alternatives/) # AgencyBloc AMS+ User Reviews ## Reviews summary - Overall rating: 4.7/5 - Total reviews: 129 ### Secondary ratings - Ease of use: 4.7/5 - Customer support: 4.9/5 - Value for money: 4.6/5 - Functionality: 4.5/5 ### 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%) ### Most mentioned pros - Added lead functionality with texting capabilities make it much easier to keep in touch with clients throughout the year. - 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. - This program has already helped me earn commission dollars that would have missed prior to having this CRM. ### Most mentioned cons - Integration with Employee Navigator is poor. - I spent more than a month researching why things were happening as they didnt understand or have first hand knowledge. - That you cannot text pictures to members, and that there is not fax capabilities. ## AgencyBloc AMS+ customer reviews Showing reviews 1-25 of 129 (page 1). ### 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. --- ### President of Agency~ - Overall rating: 5/5 - Reviewer: Keith B. - Verified reviewer: Yes - Industry: Insurance - Company size: 2-10 employees - Product usage: Used daily for more than 2 years - Reviewed: May 2022 - Review source details: This review was submitted organically. No incentive was offered Good Value and overall ease of use. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 4/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Using AgencyBLoc has helped improve our client base and data mining sources. A daily CRM tool to manage our existing client base with LEAD reminder to contact call. Overall very satisfied with 'LIVE CHAT' bar and ongoing support. #### Cons The reminder or "To DUE reminder" sometimes will not notify us of a potential upcoming clients birthday for marketing .....the notification system at times will not recognize certain potential future LEADS for our agency..... --- ### Will Pay Off 100% - Overall rating: 5/5 - Reviewer: Leslie J. - Verified reviewer: Yes - Industry: Insurance - Company size: 2-10 employees - Product usage: Used daily for less than 12 months - Reviewed: September 2021 - Review source details: This review was submitted organically. No incentive was offered I am extremely happy with my purchase. It came highly recommended and it has meet all of my needs plus some I did not realize that I needed. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Easy of the product is number one! Yes, you will have to learn some items and how they can work for you but there are video to watch and staff willing to help you out. #### Cons There has not been anything I have not liked about the product. If I need help on something specific their are video training and staff to assist me. It make life easier that I do not have to go this alone. --- ### AgencyBloc - Overall rating: 5/5 - Reviewer: Todd R. - Verified reviewer: Yes - Industry: Insurance - Company size: 2-10 employees - Product usage: Used daily for more than 2 years - Reviewed: September 2020 - Review source details: This review was submitted organically. No incentive was offered Finding a product that fit so many aspects of what I was looking for was amazing. When I was searching I found several but they were all missing certain features. This was the most comprehensive program I found and I have been very pleased with it. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 4/5 - Customer support: 5/5 - Functionality: 4/5 #### Pros This is a great product for client base and the staff is very helpful and friendly. Many basic features are easy to use and efficient. MANY MANY features to fit different needs of how people may manage their own business. Payroll tracking is amazing and ties right to data tracking all in one program. #### Cons Reports are bit cumbersome to set up. Would like to have more ability to share information at different management levels without giving admin access. --- ### Agency Bloc - Overall rating: 4/5 - Reviewer: Lyndia C. - Verified reviewer: Yes - Industry: Insurance - Company size: 201-500 employees - Product usage: Used daily for more than 2 years - Reviewed: December 2021 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. I love that I can track everything in agency bloc. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 4/5 - Customer support: 4/5 - Functionality: 4/5 #### Pros I like how versatile it is and how I can use it to track clients and policies #### Cons The inability to take notes between tabs --- ### AgencyBloc AMS+ - Overall rating: 5/5 - Reviewer: Beth R. - Verified reviewer: Yes - Industry: Insurance - Company size: 2-10 employees - Product usage: Used daily for less than 12 months - Reviewed: January 2024 - Review source details: This review was submitted organically. No incentive was offered #### Ratings breakdown - Ease of use: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros It is easy to use, the support team was wonderful to work with, and the commissions tracking has been invaluable. #### Cons I wish it had better email capability and a better connection with Employee Navigator. #### Vendor response Beth - we appreciate the high recommendation and feedback! We'll be sure to dig in with our development team regarding your comments about email and Employee Navigator. Replied February 2024 --- ### Effective, but lately it's been having a slow response. - Overall rating: 5/5 - Reviewer: Chance M. - Verified reviewer: Yes - Industry: Insurance - Company size: 2-10 employees - Product usage: Used daily for more than 2 years - Reviewed: January 2021 - Review source details: This review was submitted organically. No incentive was offered Efficient, but pausing at random times doesn't help. It prevents me to do my work. #### Ratings breakdown - Ease of use: 3/5 - Value for money: 4/5 - Customer support: 4/5 - Functionality: 5/5 #### Pros Everything has a spot. Personal info is where you need it to be. Very functional. #### Cons Lately it keeps pausing when you click on a tab. It'll take forever to load. We have our IT guys check our service multiple times and everything was okay. AgencyBloc pauses at the worst times. There's instances where I'll have to click out and log back in for it to load properly. --- ### Great Database System, Improves Inter-departmental Communication. - Overall rating: 5/5 - Reviewer: Lindsay B. - Product usage: Used unspecified for unspecified - Reviewed: April 2015 - Review source details: This review was submitted organically. No incentive was offered Our company started with a primarily paper based system and went to AgencyBloc specifically as a database to keep all of our client and clients employee information. We quickly realized that AgencyBloc was a powerful tool and saves us the time. We frequently need reports on our groups and employees to create quotes. The reports are easy to pull off of the Website and we rely heavily on them. The nice thing is they are always up to date and accurate which we didn't have with the excel documents we created without AgencyBloc. We used to have to input all of the information ourselves, now we just pull it from AB. It does mean that you have to be vigilant about making sure the information is current in AgencyBloc but once you get a system set up it is a huge time saver. Our customers are impressed with how fast we get information to them! The activity section has also proved to be really helpful. We are a small business and each of us work from home so communication within our company is vital. Activities allow us to document all of our interactions with clients and carriers, then each of us can view the activity for information. Therefore, we are never "in the dark" when communicating with customers or carriers...there are detailed notes that we can each refer to. The other thing I really appreciate about the system is that it has lots of features and you can choose which you are going to use and how. It is easy to customize to fit your specific needs. The AgencyBloc staff is always available to answer any questions we have and they are always willing to hear feedback. Some of the feedback we have given has actually resulted in changes, which means they listen! Overall, we have had a very positive experience with AgencyBloc and the staff that run it! #### Ratings breakdown - Ease of use: 5/5 - Customer support: 5/5 --- ### AgencyBloc is AWESOME - Overall rating: 5/5 - Reviewer: Sandy F. - Verified reviewer: Yes - Industry: Insurance - Company size: 11-50 employees - Product usage: Used daily for less than 12 months - Reviewed: August 2020 - Review source details: This review was submitted organically. No incentive was offered I've been working with the same software for 40 years and I wished I had known about AgencyBloc a lot sooner. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros User friendly and more efficient then our previous software. Being able to move around in the different tabs without getting in and out of certain areas. We have eliminated the most time consuming responsibility of manually entering LARGE commission statements and are importing in seconds. #### Cons Haven't found anything that I don't like yet. #### Reasons for switching to AgencyBloc AMS+ GBS became obsolete. --- ### This is a well though out program and their custome service is excellent! - Overall rating: 5/5 - Reviewer: Danette B. - Product usage: Used daily for more than 2 years - Reviewed: April 2018 - Review source details: This review was submitted organically. No incentive was offered A single location to store our cleint informations as well as commission data. In addition the ability to customize is excellent. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Customer service. We appreciate that the updates are well tested and thought out before they are released. #### Cons Some of basic reports could be more robust in terms of the ability to select any field in the database while choosing a report. --- ### Great CRM. Wouldn't change if they charged me more - Overall rating: 5/5 - Reviewer: Mark S. - Product usage: Used daily for more than 2 years - Reviewed: January 2018 - Review source details: This review was submitted organically. No incentive was offered #### Ratings breakdown - Ease of use: 4/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Being able to connect a client with a spouse, a referral partner or a group account is critical for us. The software makes it easy to do all of these. #### Cons Not the easiest to learn when you don't follow the training courses. A lot of capabilities but it takes a bit to make it work best for your situation --- ### We really like Agency Bloc - Overall rating: 5/5 - Reviewer: Ken B. - Industry: Insurance - Company size: 2-10 employees - Product usage: Used daily for less than 2 years - Reviewed: February 2019 - Review source details: This review was submitted organically. No incentive was offered "AgencyBloc is a really good CRM. Perfect for what we use it for and the customer service is excellent." #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros I like that it is robust yet allows us to be nimble regarding the level of detail we keep for our clients. #### Cons I suppose it would be made better if certain fields were located closer to certain others. It's really not that big a deal though. --- ### Best data storage product out there! - Overall rating: 5/5 - Reviewer: Liz E. - Product usage: Used unspecified for unspecified - Reviewed: July 2014 - Review source details: This review was submitted organically. No incentive was offered I came to work part time for a delightful local insurance agency last year and was given a sufficient amount of instruction on how to navigate through AgencyBloc. Open enrollment came upon us and we were so busy. I found entering and accessing information into AB was incredibly simple. Correcting, updating, or adjusting information ( even creating a custom field) was also simple. I have used several data systems in my career (which has not always been in insurance) and have found AB to be one of the most user friendly systems for data storage and information/report retrieval. My congrats to the developers for creating a comprehensive data base for information storage and retrieval that is so easy to use. Most others I have used are layered with too much information and duplication. I have nothing but good things to report about AB customer service. When we call, the AB staff have consistently answered in a pleasant and helpful manner and have provided usable and understandable answers/instructions. In my experience, thus far, I have not had to leave a message and wait for a call back. All this is a rarity, but certainly appreciated, in the current business climate. #### Ratings breakdown - Ease of use: 5/5 - Customer support: 5/5 --- ### Satisfying - Overall rating: 5/5 - Reviewer: Jeff J. - Verified reviewer: Yes - Industry: Insurance - Company size: Self-Employed - Product usage: Used daily for less than 6 months - Reviewed: February 2023 - Review source details: This review was submitted organically. No incentive was offered Great #### Ratings breakdown - Ease of use: 4/5 - Value for money: 4/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Customer contacts and personal information #### Cons Need more customizing specialized fields --- ### Excellent product and excellent service - Overall rating: 5/5 - Reviewer: Danette B. - Product usage: Used unspecified for unspecified - Reviewed: April 2016 - Review source details: This review was submitted organically. No incentive was offered We love AgencyBloc!! It is so wonderful to find information regarding our clients in one data storage location. The software has streamlined how and what information we keep track of. What we appreciate most about AgencyBloc is, as they have grown they have not lost sight of what is most important when it comes to software and that is "Customer Service". In the three years since I have been using AB I have always had my questions answered on the first call. Not once has someone had to call me back to resolve an issue. This is huge!!! There is nothing more frustrating than calling customer service and having to leave a voice mail of the problem and then getting a recorded message telling you they will return your call within 24 hours!! Another thing I appreciate about AB is they are very careful and thoughtful about upgrades. When we receive an upgrade, we can count on the fact it has been tested and is tried and true. Thank you so much AgencyBloc Team for providing an excellent product that is dependable and we have great confidence knowing you and your team sincerely care about us and the success of our business. #### Ratings breakdown - Ease of use: 5/5 - Customer support: 5/5 --- ### Well worth the upfront setup time !!!! - Overall rating: 4/5 - Reviewer: A A. - Product usage: Used unspecified for unspecified - Reviewed: March 2013 - Review source details: This review was submitted organically. No incentive was offered I highly recommend this solution to any firm looking for an easy to learn & use commission based system. #### Ratings breakdown - Ease of use: 5/5 - Customer support: 5/5 #### Pros The staff at AgencyBloc have been available, helpful, patient, professional and very easy to work with. I've had all my questions answered promptly. The implementation of AB replaced a tedious, manual process (using Excel pivot tables) to manage a very unique and complicated commission tracking and payout need. Having the information backed up regularly and web access was crucial to our firm. #### Cons I hope that AB will further develop reporting options and facilitate the updating of fields in large groups of policies without having to either be creative or work with each policy individually. It would be great if one could select fields from within AB to generate into a report and have those be a bit more professional looking. ## More reviews [Next reviews](https://www.softwareadvice.com/crm/agencybloc-ams-profile/reviews/?page=2) --- AgencyBloc AMS+ Reviews, Pros and Cons - 2026 Software Advice