# 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 Online CRM 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)[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 Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... ## AgencyBloc AMS+ alternatives Highest Rated [4.6 (5,720)](https://www.capterra.com/p/147657/monday-com/reviews/) Starting price $9.00 Per User, Per Month [4.4 (18,766)](https://www.capterra.com/p/61368/Salesforce/reviews/) Starting price $25.00 Per User, Per Month [4.6 (1,420)](https://www.capterra.com/p/127994/Jobber/reviews/) Starting price $39.00 Per User, Per Month [4.2 (1,291)](https://www.capterra.com/p/135618/Odoo/reviews/) Starting price $31.10 Per User, Per Month [View all alternatives](https://www.capterra.com/p/105829/AgencyBloc-for-Health-Life-Insurance/alternatives/) ## 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/) Popular comparisons [Salesforce Sales Cloud vs AgencyBloc AMS+](https://www.capterra.com/compare/61368-105829/Salesforce-vs-AgencyBloc-for-Health-Life-Insurance)[Dynamics 365 vs AgencyBloc AMS+](https://www.capterra.com/compare/105829-157279/AgencyBloc-for-Health-Life-Insurance-vs-Dynamics-365)[Jobber vs AgencyBloc AMS+](https://www.capterra.com/compare/105829-127994/AgencyBloc-for-Health-Life-Insurance-vs-Jobber)[monday.com vs AgencyBloc AMS+](https://www.capterra.com/compare/105829-147657/AgencyBloc-for-Health-Life-Insurance-vs-monday-com)[Odoo vs AgencyBloc AMS+](https://www.capterra.com/compare/105829-135618/AgencyBloc-for-Health-Life-Insurance-vs-Odoo)[Bitrix24 vs AgencyBloc AMS+](https://www.capterra.com/compare/105829-113540/AgencyBloc-for-Health-Life-Insurance-vs-Bitrix24)[Trello vs AgencyBloc AMS+](https://www.capterra.com/compare/105829-211559/AgencyBloc-for-Health-Life-Insurance-vs-Trello)[ClickUp vs AgencyBloc AMS+](https://www.capterra.com/compare/105829-158833/AgencyBloc-for-Health-Life-Insurance-vs-ClickUp) [Smartsheet vs AgencyBloc AMS+](https://www.capterra.com/compare/79104-105829/Smartsheet-vs-AgencyBloc-for-Health-Life-Insurance)[NetSuite vs AgencyBloc AMS+](https://www.capterra.com/compare/105829-135757/AgencyBloc-for-Health-Life-Insurance-vs-NetSuite)[HoneyBook vs AgencyBloc AMS+](https://www.capterra.com/compare/105829-162588/AgencyBloc-for-Health-Life-Insurance-vs-HoneyBook)[Holded vs AgencyBloc AMS+](https://www.capterra.com/compare/105829-153384/AgencyBloc-for-Health-Life-Insurance-vs-Holded)[vcita vs AgencyBloc AMS+](https://www.capterra.com/compare/105829-142264/AgencyBloc-for-Health-Life-Insurance-vs-Appointment-Scheduling)[Striven vs AgencyBloc AMS+](https://www.capterra.com/compare/105829-134106/AgencyBloc-for-Health-Life-Insurance-vs-Striven)[NextAgency vs AgencyBloc AMS+](https://www.capterra.com/compare/105829-171245/AgencyBloc-for-Health-Life-Insurance-vs-NextAgency)  Independent research methodology Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. 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