- What it does: AgencyBloc sells AMS+, an agency management system and CRM for health, senior and benefits agencies, GAs and IMO/FMOs, alongside Commissions+ and a quoting and enrollment product. AMS+ comes in Grow, Accelerate and Elevate packages and includes electronic Scope of Appointment, integrated VoIP, lead management and marketing tools.
- Best for: Health, Medicare, group benefits and life agencies and uplines that need compliance workflows and commissions in the same system.
- Not a fit for: Property and casualty agencies that need carrier download and comparative rating.
- Pricing: Not published (Package pricing by request)
Pricing
Grow, Accelerate and Elevate AMS+ packages; Commissions+ priced by transaction volume. No dollar amounts published.
Common questions
How much does AgencyBloc cost?
AgencyBloc does not publish pricing; it is quoted by sales (Package pricing by request). Grow, Accelerate and Elevate AMS+ packages; Commissions+ priced by transaction volume. No dollar amounts published.
Who is AgencyBloc best for?
Health, Medicare, group benefits and life agencies and uplines that need compliance workflows and commissions in the same system. It is a weaker fit for property and casualty agencies that need carrier download and comparative rating.
Is AgencyBloc SOC 2 compliant?
AgencyBloc reports a SOC 2 Type II attestation.
What are the best AgencyBloc alternatives?
Other agency tools tools we track include Agency Revolution, AgencyZoom, Applied Epic, Bold Penguin, EZLynx. See our AgencyBloc alternatives page for a side-by-side.