--- description: Review of AgencyBloc AMS+ Software: system overview, features, price and cost information. Get free demos and compare to similar programs on Software Advice Ireland. image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png title: AgencyBloc AMS+ | Reviews, Pricing & Demos - SoftwareAdvice IE --- Breadcrumb: [Home](/) > [Business Management Software](/directory/4371/business-management/software) > [AgencyBloc AMS+](/software/418532/agencybloc-ams) # AgencyBloc AMS+ Canonical: https://www.softwareadvice.ie/software/418532/agencybloc-ams Page: 1 / 6\ Next: [Next page](https://www.softwareadvice.ie/software/418532/agencybloc-ams?page=2) > 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 internet connection. The software can be scaled to meet the needs of agencies of all sizes > > Verdict: Rated **4.7/5** by 129 users. Top-rated for **Likelihood to recommend**. ----- ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.7/5** | 129 Reviews | | Ease of Use | 4.7/5 | Based on overall reviews | | Customer Support | 4.9/5 | Based on overall reviews | | Value for Money | 4.6/5 | Based on overall reviews | | Features | 4.5/5 | Based on overall reviews | | Recommendation percentage | 90% | (9/10 Likelihood to recommend) | ## About the vendor - **Company**: AgencyBloc - **Location**: Cedar Falls, US - **Founded**: 2005 ## Commercial Context - **Starting Price**: US$109.00 - **Pricing model**: Per User (Free Trial) - **Pricing Details**: Plans are customized to the insurance agency. - **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+ - **Deployment & Platforms**: Cloud, SaaS, Web-based, Mac (Desktop), Windows (Desktop), Linux (Desktop) - **Supported Languages**: English - **Available Countries**: Canada, United States ## Features - API - Activity Dashboard - Activity Tracking - Client Management - Collaboration Tools - Commission Management - Commission Statements - Compliance Management - Configurable Workflow - Contact Management - Customizable Fields - Dashboard - Document Management - For Insurance Industry - Insurance Management - Insurance Policy Management - Lead Capture - Lead Management - Life & Health - Mobile Access ## Integrations (7 total) - ClientCircle - Ease - Employee Navigator - Five9 - Intulse - Microsoft Outlook - Zapier ## Support Options - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - Chat ## Category - [Business Management Software](https://www.softwareadvice.ie/directory/4371/business-management/software) ## Related Categories - [Business Management Software](https://www.softwareadvice.ie/directory/4371/business-management/software) - [iPad CRM Software](https://www.softwareadvice.ie/directory/433/ipad/software) - [CRM Systems](https://www.softwareadvice.ie/directory/4153/crm/software) - [Insurance CRM Software](https://www.softwareadvice.ie/directory/342/insurance-crm/software) - [Online CRM Software](https://www.softwareadvice.ie/directory/387/online-crm/software) ## Alternatives 1. [Salesforce Sales Cloud](https://www.softwareadvice.ie/software/2764/salesforce-sales-cloud) — 4.4/5 (18768 reviews) 2. [Jobber](https://www.softwareadvice.ie/software/3660/jobber-lawncare) — 4.6/5 (1420 reviews) 3. [Dynamics 365](https://www.softwareadvice.ie/software/106335/microsoft-dynamics-crm) — 4.4/5 (5811 reviews) 4. [monday.com](https://www.softwareadvice.ie/software/131008/monday-com) — 4.6/5 (5726 reviews) 5. [Odoo](https://www.softwareadvice.ie/software/77019/odoo-pos) — 4.2/5 (1294 reviews) ## Reviews ### "Great for starting out." — 5.0/5 > **Verified Reviewer** | *16 February 2021* | Financial Services | Recommendation rating: 8.0/10 > > **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. > > Positive experience for a start-up system to help track \& maintain business. ----- ### "Inquiries" — 5.0/5 > **Patty** | *7 August 2024* | Insurance | Recommendation rating: 10.0/10 > > **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. > > Friendly and very informative on any question or issue i have that needs resolved. ----- ### "Daily User" — 5.0/5 > **Joe** | *8 August 2019* | Insurance | Recommendation rating: 7.0/10 > > **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 is EXACTLY what I need\!" — 5.0/5 > **Kevin** | *5 May 2023* | Insurance | Recommendation rating: 10.0/10 > > **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. > > 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. ----- ### "AgencyBloc, Saving us Time." — 5.0/5 > **Aimee** | *14 April 2023* | Insurance | Recommendation rating: 10.0/10 > > **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. > > 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. ----- Page: 1 / 6\ Next: [Next page](https://www.softwareadvice.ie/software/418532/agencybloc-ams?page=2) ## Links - [View on SoftwareAdvice](https://www.softwareadvice.ie/software/418532/agencybloc-ams) ## This page is available in the following languages | Locale | URL | | en | | | en-AU | | | en-GB | | | en-IE | | | en-NZ | | ----- ## Structured Data