# Compare Agency Matrix vs AgencyBloc AMS+ 2026 | Capterra > Unsure of what to choose? Check Capterra to compare AgencyBloc AMS+ and Agency Matrix based on pricing, features, product details, and verified reviews. Source: https://www.capterra.com/compare/50949-105829/Agency-Matrix-vs-AgencyBloc-for-Health-Life-Insurance --- # AgencyBloc AMS+ vs Agency Matrix Features and Cost Comparison Last updated March 13th, 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+Agency Matrix2/4 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/) [Agency Matrix](https://www.capterra.com/p/50949/Agency-Matrix/)[3.7 (104)](https://www.capterra.com/p/50949/Agency-Matrix/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 [## Agency Matrix](https://www.capterra.com/p/50949/Agency-Matrix/)[3.7 (104)](https://www.capterra.com/p/50949/Agency-Matrix/reviews/) Starting Price Contact vendor Value-for-Money 3.7 Functionality 3.4 Ease of Use 3.6 Customer Service 3.4 Reviews Sentiment CC MK GT Based on [104 reviews](#user-reviews) Positive 68 Neutral 14 Negative 22 ## 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 Only AgencyBloc AMS+ - API - Configurable Workflow - Customizable Fields Best performer 25 / 50 Only Agency Matrix - Calendar Management - Client Portal - Contact Database 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 3.7 User reviews[104](https://www.capterra.com/p/50949/Agency-Matrix/reviews/) Ease of use 3.6 Functionality 3.4 Value for money 3.7 Customer support 3.4 Price starts from Price starts from $109Per User, Per Month - Free version - Free trial Price starts from \-- - Free version - Free trial Best for Best for Insurance agencies of all sizes who sell health, life, group benefits, and senior products. Best for Independent insurance agencies and brokers in the United States. ## 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/) CC Chris C. Owner/Manager > "Tech support and customer service were both great - and that's good because you WILL need tech..." [See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___3778326) NT Nate T. COO > "you landing pages and client pages have abunch of wasted real estate due to a failure to move the..." [See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___7046446) MK Michelle K. Vice President > "The one thing I did like was when typing Certificates the system auto filled almost everything." [See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___3199583) NT Nate T. COO > "Programming team is sub par at best, no SQL support and very hard to get htem on the phone" [See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___7046446) GT Greg T. V-President > "The videos in most cases allow you to setup your agency in a long weekend and minor tweaks..." [See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2193144) KM Kaitlyn M. Account executive > "The slowness when opening attachments, sending emails looked very funny from the system and we never..." [See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___6508316) BL BLANCA L. Agent/ Owner > "I have been using Agency Matrix maybe like the past 15 years or more, I was employed and that..." [See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2193246) NT Nate T. COO > "wasted a decade of my agency time with this." [See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___7046446) MA Maria A. agent > "That I can text and send payment alert to my clients, keep their information on file and check my..." [See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2193245) VR Verified Reviewer Owner > "The support its non existent, you email support nothing - call one one picks up you leave a message..." [See full review](https://www.capterra.com/p/50949/Agency-Matrix/#GetApp___5001220) SH Sharon H. President > "Being able to travel and still take care of your clients because I have to software to access at all..." [See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2193133) KM Kaitlyn M. Account executive > "Not the easiest to do commissions." [See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___6508316) EA ESSAM A. President > "The number of users and price and it’s geared more to commercial and the scanning is better than..." [See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2200461) CC Chris C. Owner/Manager > "It did NOT bring in policy coverages when transferring to Agency Matrix." [See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___3778326) RH ROBERTA H. Office Manager > "Having Agency Matrix as our agency management system for over 5 years has helped us manage things..." [See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2200489) AB Allegra B. Executive Assistant > "Every update they have done has led to serious system outages, glitches, and causing tasks to take..." [See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___3092271) LT LESLIE T. owner > "I am also pleased with the updates they provide as they integrate new ideas making their product..." [See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2209835) JB Jacob B. Insurance Agent > "No customer service" [See full review](https://www.capterra.com/p/50949/Agency-Matrix/#SoftwareAdvice___6206969) BE Brannon E. Owner > "I like the amount of features that can be utilized inside the software." [See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2193425) CD Christian D. Owner/Agent > "It's a mess of useless crap that you have to sort through to make anything useful and even then it..." [See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___4717127) RR Rubymir R. Office Owner > "I also loved received an email in my inbox with the items due for that day." [See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2194027) CC Chris C. Owner/Manager > "Instead of an improvement from Insurance Pro as we were told, it's simply causing so much more work..." [See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___3778326) BD Brittany D. Insurance Agent > "I also really like the availability of training videos on the site." [See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2634365) RA Robyn A. Account Executive > "It is not that easy to use, often times we need to put in information more than once before the..." [See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___4319589) AO Amy O. Owner > "When we started our agency they were also relatively new so we felt like they took the time to truly..." [See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2209811) ME Marcus E. Principal Agent > "It can be overwhelming at first" [See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___3854885) AO ANTONIO O. Manager > "Initial Price vs benefit was great. As it has evolved, new features have come handy." [See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2200926) SH SHEILA H. OFFICE MANAGER > "I have to ok it a couple of times before it will actually scan so it takes alot of unnecessary time..." [See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2209665) SP Staci P. owner > "There are a lot added options for those who have the time to figure it out. " [See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2193171) SE Stacy E. Owner > "I had to leave messages and call back many times before someone would actually talk to me about it...." [See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2202021) GD GARY D. COMMERCIAL ACCOUNT MANAGER > "EASY TO STORE CLIENT INFORMATION, CLIENT SEARCH WORKS WELL. " [See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2200898) BR Ben R. Sales Agent > "Features sometimes don't work properly. When a software update comes out it will sometimes resets..." [See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2193243) JC James C. owner agent > "Its not a big giant system just a good easy to use system that does most task a smaller agency would..." [See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2201054) RR Rubymir R. Office Owner > "Recurring problems when sending emails from Agency Matrix and pdf files" [See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2194027) SC Steve C. President > "With each update is a new learning curve for staff. " [See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2193113) DC David C. Owner > "It is tedious to enter carrier names, addresses, naic numbers, etc" [See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2194230) SE Stacy E. Owner > "As a new owner of an agency I am 100% for change, but only if it makes things better." [See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2202021) BE Brannon E. Owner > "A lot of the features are overwhelming and do not understand what the workflow is or how to best use..." [See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2193425) GD GARY D. COMMERCIAL ACCOUNT MANAGER > "IT'S AN EFFECTIVE WORKAROUND, BUT IT'S JUST CUMBERSOME. " [See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2200898) MK Michelle K. Vice President > "The customer service was terrible." [See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___3199583) SE Stacy E. Owner > "We like how easy it is to access our customers information." [See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2202021) SE Stacy E. Owner > "I hate that the product is made for car insurance, which we do not sell." [See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2202021) CG Cindy G. Owner > "Very useful to store customer’s info." [See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2201182) AM Adam M. Owner > "There are no good options for interacting in real time with clients." [See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2200473) DB Donna B. Office Manager/Agent > "Our transition was slow, but she was patient and super helpful. " [See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2208159) AO ANTONIO O. Manager > "Reports name and descriptions are really confusing and set expectations that are not met by them." [See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2200926) MS Mark S. owner > "There are some functions that are user friendly." [See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2200662) MM Monica M. Owner > "There is no way to reconcile my agency sweep account. " [See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2212807) SR Stephen R. Owner > "I like the ease of use and customer support prior to ITC" [See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2193073) JT Joanne T. co owner > "the font on reports are extremely small and hard to read" [See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2193760) JC Joan C. Owner > "I like the easy and ability to work anywhere with the system" [See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2193194) MW Michele W. Owner/Agent > "It is sometime difficult and time consuming to set up new functions or companies." [See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2200514) CS Cheryl S. owner > "The company has provided excellent support & training. " [See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2193219) AO ANTONIO O. Manager > "We had to learn most of them by Try & error, and we may still not have mastered all features." [See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2200926) CM Cecilia M. owner > "I like it that the training when we started was very helpful" [See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2208065) MM Monica M. Owner > "Setting up custom letters is very difficult. " [See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2212807) AN Amy N. Owner > "At the time I purchased, the price was very attractive. " [See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2209941) JC James C. owner agent > "I really wish the downloads sysem had an undo button." [See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2201054) JR Jeff R. Agency Owner > "It was pretty easy to use, and add/update data" [See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2193090) BE Brannon E. Owner > "Currently looking for a new CRM just because the support level is zero." [See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2193425) JC Joan C. Owner > "Easy of use and understanding with someone always there if you should need help" [See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2193194) GG GUSTAVO G. OWNER > "WHAT I DONT REALLY LIKE ABOUT THIS SOFTWARE IS THE TRAINING VIDEOS IS NOT TO HELPFUL" [See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2193694) JR Jeff R. Agency Owner > "It's been a good experience so far and with independence 1 month away, I'm hoping it stays that way!" [See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2193090) SC Steve C. President > "Certificate process needs a lot more work. " [See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2193113) BS Bob S. Owner > "Easy to use and making changes." [See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2193096) GC Grace C. Owner > "It has been hard on occasion to get a hold of customer service." [See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2204641) WD William D. Owner > "Friendly to use." [See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2204935) DC David C. Owner > "The initial set up can be cumbersome. " [See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2194230) CM Cecilia M. owner > "I really enjoy using the easy system" [See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2208065) LF LAQUICA F. Agency Principal > "when having commercial clients it is not as easy as I have had. " [See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2200590) DB Donna B. Office Manager/Agent > "SENSITIVE CONTENT HIDDEN\], our trainer, was wonderful. " [See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2208159) LA Leslie A. Office Administrator > "The reports are not as easy to work up as you would think." [See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2193142) JU John U. OWNER BROKER > "Its been easy to use." [See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2200725) MS Mark S. owner > "A great deal of repetitive entry." [See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2200662) [View Reviews](https://www.capterra.com/p/50949/Agency-Matrix/reviews/) ## User interface 4.73 (129) [Agency Matrix](https://www.capterra.com/p/50949/Agency-Matrix/) 3.71 (104) ## 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) Agency Matrix Top features 25/50 - 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/50949/Agency-Matrix/#features) ### Recognition No recognitions have been awarded to AgencyBloc AMS+ No recognitions have been awarded to Agency Matrix ### 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 Agency Matrix 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 Agency Matrix - By Zywave - Located in United States - Founded in 1995 ## 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) [Agency Matrix](https://www.capterra.com/p/50949/Agency-Matrix/)[3.71 (104)](https://www.capterra.com/p/50949/Agency-Matrix/reviews/) vs [ePayPolicy](https://www.capterra.com/p/198072/ePayPolicy/)[4.88 (247)](https://www.capterra.com/p/198072/ePayPolicy/reviews/) Contact vendor for pricing Price $25/month 3.4 Features 4.8 3.6 Ease of Use 4.9 [View full comparison](https://www.capterra.com/compare/50949-198072/Agency-Matrix-vs-ePayPolicy) [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 [Dynamics 365](https://www.capterra.com/p/157279/Dynamics-365/)[4.37 (5,819)](https://www.capterra.com/p/157279/Dynamics-365/reviews/) $109/month Price $50/month 4.5 Features 4.3 4.7 Ease of Use 4.1 [View full comparison](https://www.capterra.com/compare/105829-157279/AgencyBloc-for-Health-Life-Insurance-vs-Dynamics-365) [Agency Matrix](https://www.capterra.com/p/50949/Agency-Matrix/)[3.71 (104)](https://www.capterra.com/p/50949/Agency-Matrix/reviews/) vs [Jenesis Software](https://www.capterra.com/p/119068/Jenesis-Software/)[4.71 (283)](https://www.capterra.com/p/119068/Jenesis-Software/reviews/) Contact vendor for pricing Price $70/month 3.4 Features 4.6 3.6 Ease of Use 4.7 [View full comparison](https://www.capterra.com/compare/50949-119068/Agency-Matrix-vs-Jenesis-Software) [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 [Jobber](https://www.capterra.com/p/127994/Jobber/)[4.58 (1,456)](https://www.capterra.com/p/127994/Jobber/reviews/) $109/month Price $39/month 4.5 Features 4.3 4.7 Ease of Use 4.6 [View full comparison](https://www.capterra.com/compare/105829-127994/AgencyBloc-for-Health-Life-Insurance-vs-Jobber) [Agency Matrix](https://www.capterra.com/p/50949/Agency-Matrix/)[3.71 (104)](https://www.capterra.com/p/50949/Agency-Matrix/reviews/) vs [Applied Epic](https://www.capterra.com/p/70671/Applied-Epic/)[4.17 (141)](https://www.capterra.com/p/70671/Applied-Epic/reviews/) Contact vendor for pricing Price $1000one time 3.4 Features 4.1 3.6 Ease of Use 3.8 [View full comparison](https://www.capterra.com/compare/50949-70671/Agency-Matrix-vs-Applied-Epic) [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 [monday.com](https://www.capterra.com/p/147657/monday-com/)[4.57 (6,028)](https://www.capterra.com/p/147657/monday-com/reviews/) $109/month Price $9/month 4.5 Features 4.5 4.7 Ease of Use 4.5 [View full comparison](https://www.capterra.com/compare/105829-147657/AgencyBloc-for-Health-Life-Insurance-vs-monday-com) [Agency Matrix](https://www.capterra.com/p/50949/Agency-Matrix/)[3.71 (104)](https://www.capterra.com/p/50949/Agency-Matrix/reviews/) vs [NowCerts](https://www.capterra.com/p/132779/NowCerts/)[4.77 (150)](https://www.capterra.com/p/132779/NowCerts/reviews/) Contact vendor for pricing Price $99/month 3.4 Features 4.7 3.6 Ease of Use 4.7 [View full comparison](https://www.capterra.com/compare/50949-132779/Agency-Matrix-vs-NowCerts) [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 [Odoo](https://www.capterra.com/p/135618/Odoo/) [4.20 (1,304)](https://www.capterra.com/p/135618/Odoo/reviews/) $109/month Price $31.1/month 4.5 Features 4.2 4.7 Ease of Use 4.0 [View full comparison](https://www.capterra.com/compare/105829-135618/AgencyBloc-for-Health-Life-Insurance-vs-Odoo) [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 [Bitrix24](https://www.capterra.com/p/113540/Bitrix24/)[4.19 (989)](https://www.capterra.com/p/113540/Bitrix24/reviews/) $109/month Price $69/month 4.5 Features 4.3 4.7 Ease of Use 4.0 [View full comparison](https://www.capterra.com/compare/105829-113540/AgencyBloc-for-Health-Life-Insurance-vs-Bitrix24) [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 [Trello](https://www.capterra.com/p/211559/Trello/)[4.53 (23,525)](https://www.capterra.com/p/211559/Trello/reviews/) $109/month Price $5/month 4.5 Features 4.3 4.7 Ease of Use 4.5 [View full comparison](https://www.capterra.com/compare/105829-211559/AgencyBloc-for-Health-Life-Insurance-vs-Trello) [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 [ClickUp](https://www.capterra.com/p/158833/ClickUp/)[4.63 (4,580)](https://www.capterra.com/p/158833/ClickUp/reviews/) $109/month Price $10/month 4.5 Features 4.6 4.7 Ease of Use 4.3 [View full comparison](https://www.capterra.com/compare/105829-158833/AgencyBloc-for-Health-Life-Insurance-vs-ClickUp)