# Compare AgencyBloc AMS+ vs NextAgency 2026 | Capterra > Unsure of what to choose? Check Capterra to compare AgencyBloc AMS+ and NextAgency based on pricing, features, product details, and verified reviews. Source: https://www.capterra.com/compare/105829-171245/AgencyBloc-for-Health-Life-Insurance-vs-NextAgency --- # AgencyBloc AMS+ vs NextAgency Features and Cost Comparison Last updated April 6th, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.[Learn more](https://www.capterra.com/our-story/) Your comparison: AgencyBloc AMS+NextAgency2/4 selected [AgencyBloc AMS+](https://www.capterra.com/p/105829/AgencyBloc-for-Health-Life-Insurance/)[4.7 (129)](https://www.capterra.com/p/105829/AgencyBloc-for-Health-Life-Insurance/reviews/) [NextAgency](https://www.capterra.com/p/171245/NextAgency/)[4.9 (41)](https://www.capterra.com/p/171245/NextAgency/reviews/) [## AgencyBloc AMS+](https://www.capterra.com/p/105829/AgencyBloc-for-Health-Life-Insurance/)[4.7 (129)](https://www.capterra.com/p/105829/AgencyBloc-for-Health-Life-Insurance/reviews/) Starting Price $109.00/month Value-for-Money 4.6 Functionality 4.5 Ease of Use 4.7 Customer Service 4.9 Reviews Sentiment LS LS JB Based on [129 reviews](#user-reviews) Positive 126 Neutral 1 Negative 2 [## NextAgency](https://www.capterra.com/p/171245/NextAgency/)[4.9 (41)](https://www.capterra.com/p/171245/NextAgency/reviews/) Starting Price $85.00/month Value-for-Money 4.9 Functionality 4.7 Ease of Use 4.8 Customer Service 4.9 Reviews Sentiment RB AJ MM Based on [41 reviews](#user-reviews) Positive 41 Neutral 0 Negative 0 ## Send this comparison chart to my inbox ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. ## Summary * * * Features in Insurance Software 14 / 50 Best performer 31 / 50 Only NextAgency - Access Controls/Permissions - Alerts/Notifications - Calendar Management User satisfaction User satisfaction 4.7 User reviews[129](https://www.capterra.com/p/105829/AgencyBloc-for-Health-Life-Insurance/reviews/) Ease of use 4.7 Functionality 4.5 Value for money 4.6 Customer support 4.9 User satisfaction 4.9 User reviews[41](https://www.capterra.com/p/171245/NextAgency/reviews/) Ease of use 4.8 Functionality 4.7 Value for money 4.9 Customer support 4.9 Price starts from Price starts from $109Per User, Per Month - Free version - Free trial Price starts from $85Per User, Per Month - Free version - Free trial Best for Best for Insurance agencies of all sizes who sell health, life, group benefits, and senior products. Best for Agencies selling benefits, senior, and life policies needing agency management software with CRM, marketing, compliance, automation, and commission tools. Used by agencies of all sizes nationwide. ## User reviews Pros & cons LAS Lea-Ann S. Office Administrator > "I feel that AgencyBloc's highlights are: easy navigation, communication through the activities feature is a valuable feature with our agents..." [See full review](https://www.capterra.com/p/105829/AgencyBloc-for-Health-Life-Insurance/#Capterra___6158069) MG Michael G. President > "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..." [See full review](https://www.capterra.com/p/105829/AgencyBloc-for-Health-Life-Insurance/#Capterra___7119428) LAS Lea-Ann S. Office Administrator > "The AgencyBloc Support Team is always available to assist with any questions or needs by phone or the online chat feature." [See full review](https://www.capterra.com/p/105829/AgencyBloc-for-Health-Life-Insurance/#Capterra___6158069) MG Michael G. President > "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." [See full review](https://www.capterra.com/p/105829/AgencyBloc-for-Health-Life-Insurance/#Capterra___7119428) JB John B. Manager / VP > "We know who to contact for what issues and everyone has been quick to respond and help us resolve any issues we may have had." [See full review](https://www.capterra.com/p/105829/AgencyBloc-for-Health-Life-Insurance/#Capterra___4989017) TB Tom B. President > "The biggest hindrance to the program was the upfront labor and time to transfer my existing data to the program up front." [See full review](https://www.capterra.com/p/105829/AgencyBloc-for-Health-Life-Insurance/#Capterra___6208410) JB John B. Manager / VP > "This platform really makes our jobs, lives, and client interaction and support so much easier!" [See full review](https://www.capterra.com/p/105829/AgencyBloc-for-Health-Life-Insurance/#Capterra___4989017) SB Sydnie B. Director of Marketing > "There is no spellcheck, the features are limited, and you cannot send test emails." [See full review](https://www.capterra.com/p/105829/AgencyBloc-for-Health-Life-Insurance/#Capterra___4952748) SB Sydnie B. Director of Marketing > "The report system is easy to use and everyone in our office is able to run their own reports." [See full review](https://www.capterra.com/p/105829/AgencyBloc-for-Health-Life-Insurance/#Capterra___4952748) PC Patty C. Contracting and Licensing > "There is nothing really that i dislike about your portal or service." [See full review](https://www.capterra.com/p/105829/AgencyBloc-for-Health-Life-Insurance/#Capterra___6429088) SB Sydnie B. Director of Marketing > "The individual detail pages is easy to use and very organized" [See full review](https://www.capterra.com/p/105829/AgencyBloc-for-Health-Life-Insurance/#Capterra___4952748) AM Aimee M. Administrative Assistant > "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..." [See full review](https://www.capterra.com/p/105829/AgencyBloc-for-Health-Life-Insurance/#Capterra___4739428) RW Renee W. Customer Services Manager > "Even with work arounds it has very much helped us streamline our daily work flows. And now that the Sales Pipeline is available, we are..." [See full review](https://www.capterra.com/p/105829/AgencyBloc-for-Health-Life-Insurance/#Capterra___2848372) CM Catie M. Project Manager > "Sometimes the customization can be a little too much and can create confusion because we set something up the incorrect way which causes time..." [See full review](https://www.capterra.com/p/105829/AgencyBloc-for-Health-Life-Insurance/#Capterra___3744354) DS Donita S. Executive Assistant / Account Manager > "The newest update that allows for keeping statement dates of the reports within the agent report dates was another bonus." [See full review](https://www.capterra.com/p/105829/AgencyBloc-for-Health-Life-Insurance/#Capterra___3291465) AM Aimee M. Administrative Assistant > "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. " [See full review](https://www.capterra.com/p/105829/AgencyBloc-for-Health-Life-Insurance/#Capterra___4739428) AM Aimee M. Administrative Assistant > "I like the feature of activities on the individual lead page. " [See full review](https://www.capterra.com/p/105829/AgencyBloc-for-Health-Life-Insurance/#Capterra___4739428) JB John B. Manager / VP > "Our previous CRM is no match to this level of customer service." [See full review](https://www.capterra.com/p/105829/AgencyBloc-for-Health-Life-Insurance/#Capterra___4989017) KD Kevin D. Owner / Broker > "With only a few customizations that I was able to do myself, I was up and running quickly." [See full review](https://www.capterra.com/p/105829/AgencyBloc-for-Health-Life-Insurance/#Capterra___4781345) CM Chance M. Employee > "It prevents me to do my work." [See full review](https://www.capterra.com/p/105829/AgencyBloc-for-Health-Life-Insurance/#Capterra___2636113) DS Donita S. Executive Assistant / Account Manager > "I had spent two years manually calculating for our office. When I called and spoke to the customer service team, they walked me through how..." [See full review](https://www.capterra.com/p/105829/AgencyBloc-for-Health-Life-Insurance/#Capterra___3291465) CM Chance M. Employee > "AgencyBloc pauses at the worst times." [See full review](https://www.capterra.com/p/105829/AgencyBloc-for-Health-Life-Insurance/#Capterra___2636113) [View Reviews](https://www.capterra.com/p/105829/AgencyBloc-for-Health-Life-Insurance/reviews/) Not enough reviews ## User interface 4.73 (129) 4.90 (41) ## 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. ### Features AgencyBloc AMS+ 14/50 - Access Controls/Permissions - Accounting Integration - Activity Dashboard - Activity Tracking - AI Copilot - Alerts/Notifications - API - Audit Trail - Calendar Management - Claims Management - Client Management - Client Portal - Commission Calculations - Commission Management - Configurable Workflow - Contact Database - Contact Management - Customizable Branding - Customizable Fields - Customizable Forms - Customizable Reports - Customizable Templates - Document Management - Document Storage - Document Templates - Email Management - Email Marketing - Forms Management - Generative AI - Insurance Policy Management - Insurance Rating - Invoice Management - Lead Management - Life & Health - Monitoring - Pipeline Management - Policy Management - Property & Casualty - Quotes/Estimates - Real-Time Reporting - Referral Tracking - Reminders - Reporting & Statistics - Risk Assessment - Search/Filter - Self Service Portal - SSL Security - Status Tracking - Task Management - Third-Party Integrations [See all features](https://www.capterra.com/p/105829/AgencyBloc-for-Health-Life-Insurance/#features) NextAgency Top features 31/50 - Access Controls/Permissions - Accounting Integration - Activity Dashboard - Activity Tracking - AI Copilot - Alerts/Notifications - API - Audit Trail - Calendar Management - Claims Management - Client Management - Client Portal - Commission Calculations - Commission Management - Configurable Workflow - Contact Database - Contact Management - Customizable Branding - Customizable Fields - Customizable Forms - Customizable Reports - Customizable Templates - Document Management - Document Storage - Document Templates - Email Management - Email Marketing - Forms Management - Generative AI - Insurance Policy Management - Insurance Rating - Invoice Management - Lead Management - Life & Health - Monitoring - Pipeline Management - Policy Management - Property & Casualty - Quotes/Estimates - Real-Time Reporting - Referral Tracking - Reminders - Reporting & Statistics - Risk Assessment - Search/Filter - Self Service Portal - SSL Security - Status Tracking - Task Management - Third-Party Integrations [See all features](https://www.capterra.com/p/171245/NextAgency/#features) ### Recognition No recognitions have been awarded to AgencyBloc AMS+ NextAgency Best Value CommissionSoftware (2024)  ### Deployment & support AgencyBloc AMS+ Deployment - Cloud, SaaS, Web-Based - Desktop Mac - Desktop Windows - Desktop Linux - On-Premise Windows - On-Premise Linux - Desktop Chromebook - Mobile Android - Mobile iPhone - Mobile iPad Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos NextAgency Deployment - Cloud, SaaS, Web-Based - Desktop Mac - Desktop Windows - Desktop Linux - On-Premise Windows - On-Premise Linux - Desktop Chromebook - Mobile Android - Mobile iPhone - Mobile iPad Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos ### Company Details AgencyBloc AMS+ - By AgencyBloc - Located in United States - Founded in 2005 NextAgency - By Take44 - Located in United States - Founded in 2015 ## Popular Comparisons [AgencyBloc AMS+](https://www.capterra.com/p/105829/AgencyBloc-for-Health-Life-Insurance/)[4.73 (129)](https://www.capterra.com/p/105829/AgencyBloc-for-Health-Life-Insurance/reviews/) vs [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[4.40 (18,781)](https://www.capterra.com/p/61368/Salesforce/reviews/) $109/month Price $25/month 4.5 Features 4.4 4.7 Ease of Use 4.0 [View full comparison](https://www.capterra.com/compare/61368-105829/Salesforce-vs-AgencyBloc-for-Health-Life-Insurance) [NextAgency](https://www.capterra.com/p/171245/NextAgency/)[4.90 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AMS+](https://www.capterra.com/p/105829/AgencyBloc-for-Health-Life-Insurance/)[4.73 (129)](https://www.capterra.com/p/105829/AgencyBloc-for-Health-Life-Insurance/reviews/) vs [HoneyBook](https://www.capterra.com/p/162588/HoneyBook/)[4.73 (680)](https://www.capterra.com/p/162588/HoneyBook/reviews/) $109/month Price $36/month 4.5 Features 4.5 4.7 Ease of Use 4.6 [View full comparison](https://www.capterra.com/compare/105829-162588/AgencyBloc-for-Health-Life-Insurance-vs-HoneyBook)