# AgencyBloc AMS+ Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about AgencyBloc AMS+ Software - reviews, pricing plans, popular comparisons to other Insurance products and more.

Source: https://www.capterra.com/p/105829/AgencyBloc-for-Health-Life-Insurance

---

# 

 AgencyBloc AMS+ Software Review 2026: Features, Integrations, Pros & Cons

Last updated on March 13, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews)

AgencyBloc AMS+

## What is AgencyBloc AMS+?

AgencyBloc is the #1 Recommended Insurance Industry Growth Platform serving the health, benefits, and senior insurance space. Our suite of insurance-specific solutions can help your independent insurance agency, GA, IMO/FMO, or call center remain compliant and accelerate growth.

## What is AgencyBloc AMS+ used for?

[Insurance CRM](https://www.capterra.com/insurance-crm-software/)[CRM](https://www.capterra.com/customer-relationship-management-software/)[Insurance](https://www.capterra.com/insurance-agency-software/)

Overall rating

Based on 129 user reviews

Reviews sentiment

Positive

98%

Neutral

1%

Negative

2%

Starting price

$109

Per User, Per Month

Free trial  
available

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Our "Best of" badge program showcases products with the highest ratings...

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## AgencyBloc AMS+ alternatives

Highest Rated

[4.6 (6,038)](https://www.capterra.com/p/147657/monday-com/reviews/)

Starting price

$9.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

94%

of reviewers

rated it above 4 stars

[4.4 (18,784)](https://www.capterra.com/p/61368/Salesforce/reviews/)

Starting price

$25.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

90%

of reviewers

rated it above 4 stars

[4.6 (1,456)](https://www.capterra.com/p/127994/Jobber/reviews/)

Starting price

$39.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

93%

of reviewers

rated it above 4 stars

[4.2 (1,307)](https://www.capterra.com/p/135618/Odoo/reviews/)

Starting price

$31.10

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

83%

of reviewers

rated it above 4 stars

[View all alternatives](https://www.capterra.com/p/105829/AgencyBloc-for-Health-Life-Insurance/alternatives/)

## FAQs about AgencyBloc AMS+

Overview

### What problems does AgencyBloc AMS+ solve?

AgencyBloc AMS+ solves manual commission processing, scattered client records, and missed follow-ups by centralizing contacts, activities, documents, lead pipelines, and commission data in one searchable system. Insurance agencies, admins, producers, and operations teams benefit most by reducing spreadsheet work, catching unpaid policies, and keeping multi-location teams aligned.

Answer based on 88 reviews

Overview

### Which roles and teams benefit most from AgencyBloc AMS+?

AgencyBloc AMS+ is most used by agency owners, presidents, partners, and other executives who oversee client growth, policy operations, and business performance. Office managers, administrators, and assistants rely on it to manage workflows, documents, and renewals, while agents and account managers use it to track prospects, client records, and service activity.

Answer based on 120 reviews

Overview

### What company size and industries is AgencyBloc AMS+ built for?

AgencyBloc AMS+ serves insurance agencies of all sizes, but it is primarily used by small businesses, which make up 97% of reviewers, in the insurance industry at 88%. It also appears with midsize businesses at 3%, plus financial services and health, wellness and fitness organizations at 5% each.

Answer based on 129 reviews

Features and Usability

### What are the key features of AgencyBloc AMS+?

AgencyBloc AMS+ includes core insurance agency tools like client management, commission management, policy management, and reporting/analytics. Reviewers also highlight configurable workflow, sales pipeline management, and document management as key differentiators, especially for tracking leads, organizing client records, automating follow-ups, and handling commission statements and custom reports.

Answer based on 45 reviews

Pricing

### How much does it cost and what fees or limitations are included?

AgencyBloc AMS+ starts at $109/user/month for the Grow plan, with customized pricing by agency and a free trial available. Reviewers often call it affordable, simple, and competitively priced, though some say it feels expensive for lighter use. One quoted add-on fee is mass emails at 2 cents each.

Answer based on 17 reviews

Integrations

### Which third-party tools and platforms does AgencyBloc AMS+ integrate with?

AgencyBloc AMS+ integrates with Intulse, ClientCircle, AgentMethods, Ease, Employee Navigator, Five9, Microsoft Outlook, and Zapier. These integrations cover phone systems, client communication, benefits administration, email, contact workflows, and broader app connections.

Answer based on 9 reviews

Getting Started and Support

### How easy is it to onboard and train a team on AgencyBloc AMS+?

AgencyBloc AMS+ is generally easy to onboard for agents and new hires, with many users reporting they are productive on day one. Training includes live online sessions, webinars, videos, and documentation. Admins and backend users may need more time for workflows, reporting, and advanced setup, especially if training is skipped.

Answer based on 15 reviews

Getting Started and Support

### What customer support options does AgencyBloc AMS+ offer, and how do users rate the experience?

AgencyBloc AMS+ offers email/help desk, FAQ/forum, knowledge base, phone support, and chat. Users generally describe support as responsive, knowledgeable, and helpful during setup, troubleshooting, and training, with quick answers and follow-up. Some users report onboarding difficulties, occasional implementation issues, and delays tied to product performance or integrations.

Answer based on 45 reviews

## Features

Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically.

Contact Management

4.6 (23)

52.17% of 23 reviewers that rated this feature as important or highly important

Manage, organize, and store contact information

Reporting/Analytics

4.4 (19)

52.63% of 19 reviewers that rated this feature as important or highly important

View and track pertinent metrics to find patterns and gain insights from data

Lead Management

4.6 (16)

56.25% of 16 reviewers that rated this feature as important or highly important

Store information about leads or contacts and track, manage and nurture them throughout the sales process

Activity Tracking

4.7 (12)

83.33% of 12 reviewers that rated this feature as important or highly important

Track and document all activities across devices, networks, and other systems

Activity Dashboard

4.5 (11)

54.55% of 11 reviewers that rated this feature as important or highly important

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Mobile Access

4.7 (9)

22.22% of 9 reviewers that rated this feature as important or highly important

Access software remotely via mobile devices

AgencyBloc AMS+ 28 features

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Track and document all activities across devices, networks, and other systems

Application programming interface that allows for integration with other systems/databases

Manage contact details and communication with clients

Provides a channel for team members to share media files, communicate, and work together

Tracking, calculating, and paying commissions and earnings to employees

Periodic reports with commission payout details

Track and manage adherence to policies for any service, product, process, or supplier

Configure existing workflows to meet your organization's needs

Manage, organize, and store contact information

Customize data fields to support various needs and use cases

Assembly of graphs and charts for visualizing and tracking statistics/metrics

Store, manage, and track all electronic documents in a centralized location

Intended to be used by insurers

Involves selling of insurance solutions, managing policies, handling claims & assessing risk and coverage

Create, administer and manage insurance policies for various customers and insurance lines

Automatically identify and save contact information of potential customers

Store information about leads or contacts and track, manage and nurture them throughout the sales process

Businesses operating within the life and health insurance sectors

Access software remotely via mobile devices

Track all opportunities for potential sales and convert them into recurring revenue

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

Create, manage, and track policies and procedures within an organization

Timed notification for any upcoming task, deadline, appointment, or activity

View and track pertinent metrics to find patterns and gain insights from data

Estimate of expected sales revenue within a specific time frame, such as quarterly, monthly or yearly based on past trends and reports.

Pipeline view and tracking lead status

Reports specific to sales analysis for trends and strategies

Get Advice

We can help you find the software with the features you need.

Features

4.5 (81)

4.5

Based on 81 reviews

## Pricing

Value for money

4.6 (67)

Free Trial

[View pricing plan details](https://www.capterra.com/p/105829/AgencyBloc-for-Health-Life-Insurance/pricing/)

Grow

$109.00

Per User,Per Month

It 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
-   Lead post vendor integration
-   Lead import tool
-   Personalized lead dashboards & pipeline management
-   Automated lead workflows (Basic)
-   Lead forms
-   Text messaging (Basic)
-   Email marketing
-   Landing pages
-   Website Builder
-   Standard reporting
-   Custom Reporting
-   Connecture Integration
-   CSG Actuarial Integration
-   FEX Quotes Integration
-   Lead Advantage Pro Integration
-   Ease Integration
-   Employee Navigator Integration
-   Email Forwarding
-   Microsoft Outlook Sync
-   Direct Mail Manager

Value for money

4.6 (67)

4.6

Based on 67 reviews

## Integrations

[

Zapier](https://www.capterra.com/p/130182/Zapier/)[

Microsoft Outlook](https://www.capterra.com/p/227138/Microsoft-Outlook/)[

Five9](https://www.capterra.com/p/132405/Five9/)[

Employee Navigator](https://www.capterra.com/p/135330/Employee-Navigator/)[

Ease](https://www.capterra.com/p/156433/EaseCentral/)[

Intulse](https://www.capterra.com/p/161865/Intulse/)[

ClientCircle](https://www.capterra.com/p/141002/Rocket-Referrals/)

Connect with a Capterra advisor for a free 15-minute consultation

Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs.

## Support, customer service and training options

Customer Service

4.9 (122)

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

Customer Service

4.9 (122)

4.9

Based on 122 reviews

## User reviews

Overall rating

4.7

Based on 129 reviews

Filter by rating

5(101)

4(25)

3(1)

2(0)

1(2)

Mentioned topic

Sorted by most recent

MG

Michael G.

President

Insurance

### "Smoking Mirrors"

1.0

Overall Rating

1.0

1.0

Ease of Use

2.0

2.0

Features

1.0

1.0

Customer Service

1.0

1.0

Likelihood to Recommend

0/10

March 26, 2026

I was told it integrates with Employee Navigator but after I signed up, I found out that very little data carries over and you have to manually sych it. You also have to manually synch all accounts every time. Random info comes over with no rhyme or reason. I spent more than a month researching why things were happening as they didnt understand or have first hand knowledge. THey simply sent me articles. Takes a lot to manually update info. I feel like I was promised something that was fiction.

Pros

It is inexpensive and has some texting and email functionality. It has some but limited integration with Employee Navigator.

Cons

Integration with Employee Navigator is poor. Teams knowledge was subpar. getting things corrected was all on me. They made mistakes that delayed the implementation and only agreed to refund half of the month fee despite the delay being more than a month.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

LB

Lynn B.

President

Insurance

### "Bridge Insurance Review"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

November 8, 2024

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

Pros

Very user-friendly, efficient, and organized!

Cons

Sometimes it feels as though the system freezes up

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

Response from Vendor

November 28, 2024

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!

JS

Jennifer S.

Owner Agent

Insurance

### "PRO and CON"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

October 8, 2024

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.

Alternatives considered

[Intulse](https://www.capterra.com/p/161865/Intulse/)

Reasons for choosing AgencyBloc AMS+

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

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

PC

Patty C.

Contracting and Licensing

Insurance

### "Inquiries "

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

August 7, 2024

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

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.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

Response from Vendor

August 23, 2024

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

TB

Tom B.

President

Insurance

### "Very Impressed"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

0.0

0.0

Likelihood to Recommend

10/10

March 19, 2024

Pros

The most important feature that i enjoy from Agency bloc is the workflow feature that helps me to never miss a sales opportunity from my Medicare prospect list for people turning age 65. This program has already helped me earn commission dollars that would have missed prior to having this CRM.

Cons

The biggest hindrance to the program was the upfront labor and time to transfer my existing data to the program up front. Even with that, the time was well worth the end result .

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

Response from Vendor

March 26, 2024

Tom, Thank you so much for taking the time to leave such a fantastic review! We're thrilled to hear that AgencyBloc's workflow feature is helping you stay on top of your Medicare prospect list and maximize your sales opportunities. It's incredibly rewarding to know that we can directly contribute to your success. We completely understand your point about the initial data transfer process. While it may require some upfront effort, we're glad you see the value it brings in the long run. To help future customers with this process, we're constantly looking for ways to improve our data migration tools and support services. Thanks again for your kind words and for being a valued AgencyBloc customer. - AgencyBloc

ND

Nicholas D.

Partner

Insurance

### "very honest review of agency bloc"

1.0

Overall Rating

1.0

1.0

Ease of Use

1.0

1.0

Features

2.0

2.0

Customer Service

2.0

2.0

Likelihood to Recommend

0/10

March 11, 2024

if your a busy agency owner it will be extremely tough to onboard. here is an honest video review \[sensitive content hidden\]

Pros

tracking features, build in commission module

Cons

onboarding process was very difficult, lack of onboarding support

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

BH

Brandon H.

Director of Client Relations

Insurance

### "AgencyBloc Review"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

9/10

February 7, 2024

Very positive. Looking forward to further feature improvements in the future!

Pros

Added lead functionality with texting capabilities make it much easier to keep in touch with clients throughout the year.

Cons

Lead conversion does not appear to leave a reportable record so far to be able to track conversion KPIs. Would definitely like to see this added soon!

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

Response from Vendor

March 15, 2024

Thank you for the kind review, Brandon! We are thrilled to be able to make your client work efficiently and easily. We appreciate your feedback about the lead conversion reporting, too. We look forward to a great partnership!

LS

Lea-Ann S.

Office Administrator

Insurance

### "AgencyBloc is a valuable resource to our agency!"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

February 6, 2024

Our experience with AgencyBloc has been very good!

Pros

Our agency has used AgencyBloc for just under 5 years. I am the Office Administrator for our agency and we have 8 agents. I feel that AgencyBloc's highlights are: easy navigation, communication through the activities feature is a valuable feature with our agents working from various locations, and policy information/data storage is a resource for current and past policies. The AgencyBloc Support Team is always available to assist with any questions or needs by phone or the online chat feature.

Cons

The switching of screens to get to various features.

Reasons for choosing AgencyBloc AMS+

I was not involved in the decision process.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

Response from Vendor

March 15, 2024

Thank you for the 5-star review, Lea-Ann! We are so glad to be able to provide such a valuable tool for your team.

BR

Beth R.

Director of Operations

Insurance

### "AgencyBloc AMS+"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

9/10

January 26, 2024

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.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

Response from Vendor

February 4, 2024

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.

LE

Lori E.

Sr Compliance Officer

Health, Wellness and Fitness

### "Agency Bloc"

4.0

Overall Rating

4.0

4.0

Ease of Use

5.0

5.0

Features

3.0

3.0

Customer Service

3.0

3.0

Likelihood to Recommend

8/10

December 28, 2023

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

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

Response from Vendor

January 2, 2024

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

[View all Reviews](https://www.capterra.com/p/105829/AgencyBloc-for-Health-Life-Insurance/reviews/)

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