# Page 2 | AgencyBloc AMS+ Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 2 - Is AgencyBloc AMS+ the right Insurance solution for you? Explore 129 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/105829/AgencyBloc-for-Health-Life-Insurance/reviews --- AgencyBloc AMS+ 4.7 (129) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 13th, 2026 # Page 2 - Reviews of AgencyBloc AMS+ ## Showing most helpful reviews Showing 26-50 of 129 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use PC Patty C. Contracting and Licensing Insurance Used the software for: 1-2 years ### "Inquiries " August 7, 2024 5.0 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 Response from AgencyBloc 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 AM Aimee M. Administrative Assistant Insurance Used the software for: Less than 6 months ### "AgencyBloc, Saving us Time. " April 14, 2023 5.0 Overall, our experience is great with AgencyBloc. We are so happy that we are able to utilize this program for what we really need to use it for. Primarily we like to use this program for tracking commissions. Pros We really utilize the commission module almost on a daily basis. We like that we are able to make sure that we are compensated for all of our policies. I enjoy being able to run the commission report every month to see which policies we didn't have a payment on. I like the feature of activities on the individual lead page. I use that page to upload a lot of our agents leads on there. It is really nice that as the Admin we are able to look into our agent's business, not to be nosey or intruding, but to reach out to them to see if they need help reaching out to contact leads. We want all of our agents to succeed so being able to have one centralized location of seeing their activity has been a great help. We have 4 new agents using this program. I feel that they generally like the system as well since we see them using it. I enjoyed having someone that we could reach out to personally and would take the time out of their day to help me with any questions, \[sensitive content hidden\] was a great onboarding instructor. If we couldn't figure out a solution she would find the answer and get back with me. Cons I personally feel that there are a few things that could be adjusted better to help us as an agency. 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. I don't really like the feature where we have a husband and wife both have separate policies and accounts, so I don't want to merge the contact, so I wish I could dismiss that comment on the page and it not ask me that again. Also, my husband is the insurance agent and I am on the administrative side of the company, so it's unfortunate that we can't both be logged into AgencyBloc at the same time under 1 log in. We would have to pay for another user account and we just feel like that expense isn't necessary. 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 field can be tedious. Review Source SB Sher B. Admin Insurance Used the software for: 2+ years ### "An extremely useful, option packed, and user friendly CRM. " April 5, 2022 5.0 I use this software everyday and it is user-friendly and intuitive. i find it fast and rapid to put the data in that I need to and to pull the reports that I need. Pros The ability to customize it to meet our needs. Cons If I ever had a con, I called customer service and had was speedily helped by extremely pleasant and knowledgeable representative. Reason for choosing AgencyBloc AMS+ Robustness of the CRM, the ability to personalize it and all of the functions it had for the price. Review Source KD Kevin D. Owner / Broker Insurance Used the software for: 2+ years ### "AgencyBloc is EXACTLY what I need!" May 5, 2023 5.0 I'm a single owner/broker. I became an AgencyBloc customer before I had a single client or a single lead to enter into the database. I knew my business would grow and that I needed to get started properly. Yes, I could have built an Excel spreadsheet, but did I want to track and develop business on the back of my Excel skills? AgencyBloc allowed me to get off the ground quickly so I could focus on my business instead of sorting through or building a CRMish database. Pros I realize this sounds like I'm speaking in reverse, but this is only fully realized after utilizing AgencyBloc. AgencyBloc's customer support team is OUTSTANDING. I ask a lot of questions and am always trying to stretch what can be done. The Support team is very knowledgeable, professional, and personable. They understand the concept of what I'm trying to accomplish vs how I sometimes communicate what I'm trying to get done. A solid, built-for-insurance CRM coupled with great support is vital to my business. I didn't need to build from the ground up what I wanted to track. With only a few customizations that I was able to do myself, I was up and running quickly. Even though I'm a small business, I depend on AB, it's the first platform I open each morning. Cons My least favorite function is Email Marketing. I say the least favorite with a caveat....I have been using AB's Email Marketing as part of my ongoing marketing for the past 18 months and will continue to do so. It's a bit clunky. Once you understand how it works, it works well. Email marketing is very important to me and I'll continue to use it. Alternatives considered [Google Sheets](https://www.capterra.com/p/169718/Google-Sheets/) Reason for choosing AgencyBloc AMS+ See my above comments. Review Source VW Vanessa W. Project Management and Marketing Insurance Used the software for: 2+ years ### "The Medicare Plan Store Review" January 10, 2023 5.0 I specifically work more in the backend part of our business. I have no idea how well I'm utilizing what functions I know about and if I could be more effective within the system. I have attended many training sessions. Have there been advanced sessions for users who have been using the system for a while. I don't know what I don't know. Pros Our company benefits most from these functionalities within the AB system:All aspects of the client management components - Custom Fields have served us wellReporting - both preset reports and the custom reports are important to our businessCommissions - entry and reporting are critical to us managing distribution accuracy Cons We would benefit from the ability to add live links in the system that allow our agents to go to other online entities, specifically new client portals that send important documents client should have prior to their appt. The addition of live link availability would be a time saver for agents and administrators. I have also requested that some changes in the Commissions Not Received Report would be helpful in following up and resolving those issues Reason for choosing AgencyBloc AMS+ Be cause it fit our needs Review Source CM Catie M. Project Manager Insurance Used the software for: 1-2 years ### "Very Impressed" August 9, 2022 4.0 We are very happy with the service and are always excited to learn about more features and improvements as it gets better every year. Pros There is a lot of functionality and it can be very customized to the business. We are still learning about new ways to use the service and the customer service line has always been there to help. Cons Sometimes the customization can be a little too much and can create confusion because we set something up the incorrect way which causes time and frustration to be efficient. Review Source LS Lea-Ann S. Office Administrator Insurance Used the software for: 2+ years ### "AgencyBloc is a valuable resource to our agency!" February 6, 2024 5.0 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. Reason for choosing AgencyBloc AMS+ I was not involved in the decision process. Review Source Response from AgencyBloc 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. Steve P. IT Director Insurance Used the software for: 2+ years ### "All In One Insurance Solution for Brokers!" July 19, 2016 5.0 AgencyBloc is the single best all-in-one insurance platform out there - and I've used just about all of them as the IT Director for Custom Health Plans. Absolutely any part of the system can be found from a top level search, and the lead system especially has unparalleled versatility for customization. It's even possible to post directly into the CRM, and combined with the autoresponder capability, you can have an instant-deploy message go out the moment a lead comes in. It also has a very Google Calendar-esque notification function built in, so you'll never miss a lead having a birthday or with a policy running out. Last but not least, the staff are super responsive, and listen to agents' requests for new features or tweaks to existing ones. Gary Marr especially on their technical team has been a non-stop asset to our overall online endeavors, and is a true gem within AgencyBloc - having an awesome system is great, but having an awesome system with technicians who care is absolutely stellar. Pros Biggest pros are the ease of customization and searchability, and the simplicity of use on any device. The entire CRM is mobile friendly, so even on the go, the whole system is at your fingertips. Cons The only real con other than a relatively hefty learning curve (which is expected with this many features) is the lack of a built in rate engine - obviously not a huge deal with so many out there, and if nothing else, it's likely something planned in the future. Regardless, it's easy enough to write a cross-post into a quoting engine AND AgencyBloc without disrupting either one. Review Source TB Tom B. President Insurance Used the software for: Less than 6 months ### "Very Impressed" March 19, 2024 5.0 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 Response from AgencyBloc 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 SB Sydnie B. Director of Marketing Insurance Used the software for: 1-2 years ### "Review of AgencyBloc" August 2, 2023 5.0 Pros The report system is easy to use and everyone in our office is able to run their own reports. The individual detail pages is easy to use and very organized so it is easy to find information fast. Cons The email marketing is extremely lacking. There is no spellcheck, the features are limited, and you cannot send test emails. You are unable to change setting for workflows once someone has gone through, so you have to inactivate the workflow and start over anytime you want to make a change. You cannot removed certain fields on pages that are unnecessary to your company. Review Source LE Lori E. Sr Compliance Officer Health, Wellness and Fitness Used the software for: 2+ years ### "Agency Bloc" December 28, 2023 4.0 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 Response from AgencyBloc January 2, 2024 Thank you for sharing your review, Lori - we look forward to continuing to keep your book of business organized! YM Yira M. Administrative Assistant Insurance Used the software for: 1-2 years ### "Great product and IT support. Great client database tool." February 21, 2023 5.0 Overall, we're pleased with AB and its functionality, and their Customer Support. Pros The product is easy to understand and use. The support team is wonderful and are always there to answer questions and help you understand how to use the product. A lot of nice features and the integration with our Intulse system has been very handy and easier to keep on top of missed calls. Cons Trying to learn how to create Workflows had a bit of a learning curve. Not being able to attach links to Workflows is a bit of a bummer. I love the Workflow feature, but they need to be kept to fairly simple text. Thank goodness the AB support team was always there to help and answer our many questions! Integrating the Intulse was a bit confusing to figure out at first. Review Source JW Jacquelyn W. Insurance Broker Financial Services Used the software for: 1-2 years ### "I LOVE AgencyBloc!!" July 22, 2022 5.0 Pros It is easy to implement, easy to use, has all the capabilities I am looking for to design automated workflows, track activities, track commissions and keep notes, documents, and call recordings. Cons I haven't found a way to store referral partner contact information as easily as I would like, but keep it separate from my client contact information. Review Source DS Donita S. Executive Assistant / Account Manager Insurance Used the software for: 2+ years ### "Commissions Module" January 7, 2022 5.0 I can not say enough praise for the AgencyBloc support team. I have had extensive conversations and had them walk me through how to create work flows, sales pipelines, and reporting. Everyone I have worked with is extremely knowledgeable, patient, and so very helpful. Pros The commission upload feature is one of my favorite parts of this program. 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 to set it up and how to use it and it has saved me a tremendous amount of time. The newest update that allows for keeping statement dates of the reports within the agent report dates was another bonus. Cons The way that the imports works with the existing policies to match them up can be frustrating at times and I would like to see the option (at some point) to be able to do edits on the policy or be able to control the override of information from the import so eliminate the need to go back in and change information back on the policy detail page. Review Source Richard P. Owner Used the software for: ### "One giant step..." June 24, 2013 4.0 If you are looking for a software system to run an agency that specializes in group life and health and related lines you should take a look at the Agency Bloc product. It is easy to use, fairly inexpensive, and does a great job generating reports and tracking clients. I am very happy I am making the switch. Pros Making the decision to change agency management software is extremely difficult but when you run into substantial limitations on functionality it is time to look at alternatives. After switching to Agency Bloc I immediately found that I could generate reports in seconds that took me much longer to generate on my old system. I found the interface to be much more user friendly and service team was there to solve the few minor glitch moments that came up. Perhaps the most important "Pro" I have found is off site storage. We all know the importance of backing up data and we all think we have taken this important setp. I thought that as well, but my server crashed last week and some of that data that I thought was being backed up was not backed up. My existing agency management firm charged me for rebuilding a couple of files and it took some time to get it done. The information on Agency Bloc was unaffected because it was not stored on the server. This is a real plus. Cons For some reason it seems that the people who design these agency systems get carried away with setting up functions that the average agency just does not use. In some cases the information that I would like to see on one centralized screen requires that you either change screens several times or set up a "custom" page where you can put the info you want to see in one place. I would like to see more "user defined" fields on the main screens but the ability to set up custome fields on some of the pages works with a little effort. Review Source CB Cathy B. Office Manager Insurance Used the software for: 1-2 years ### "Extremely User Friendly & A MAJOR Time Saver!" September 7, 2017 5.0 There are too many to list. But, mainly, the fact that our customers are all in one easy spot, and since we have two office locations, all of us are able to access and utilize the program. I personally have saved many, many hours of my work week, as am now able to simply upload most of our commissions directly into Agency Bloc, and don't have to spend my valuable time simply inputting numbers into Excel. Pros Before we purchased the Agency Bloc software, I was spending a good majority of my time simply inputting commissions. This was all done by one person (me!), and I was simply not able to keep up with this exhaustive process, and take care of our customers and their respective issues to boot. Since utilizing the commission feature on Agency Bloc, I now have the necessary time to help our customers and spend the time with each and every one of them. No more working nights and/or weekends just to keep my head above water. Also, the customer service that Agency Bloc extends is absolutely beyond compare. Our rep never fails to respond to our pleas for help (regardless of how trivial), and gets back to us the same day, and usually within the hour even. THANK YOU so much! I would highly recommend Agency Bloc to any insurance agency that is looking to streamline and organize their customer base. With AB, you can be as detail oriented as you like, and rest assured that they will be there to assist you 100%. Review Source KB Keith B. Agency Owner Insurance Used the software for: 2+ years ### "President of Agency~ " May 11, 2022 5.0 Good Value and overall ease of use. Pros Using AgencyBLoc has helped improve our client base and data mining sources. A daily CRM tool to manage our existing client base with LEAD reminder to contact call. Overall very satisfied with 'LIVE CHAT' bar and ongoing support. Cons The reminder or "To DUE reminder" sometimes will not notify us of a potential upcoming clients birthday for marketing .....the notification system at times will not recognize certain potential future LEADS for our agency..... Review Source KT Kathy T. President Financial Services Used the software for: 1-2 years ### "Unique and Timesaving" February 27, 2020 5.0 We use it to consolidate our fixed insurance commission reports and pay the advisors. This keeps track of sales, trails and even other expenses that we can manually enter. It has solved a lot of issues in trying to provide statements from our office vs. using Excel and having to keep track of everything we need to add and remember to look up (i.e., older insurance trails, etc.). We revised our workflows to make sure the data is entered accurately up front, and then it's smooth sailing. Pros The ease of consolidating and reporting information. We replaced our spreadsheets with this and then discovered a lot of additional features that we've gradually started to use as well. This is a great piece of software that's worth every penny... We are small, but the Advisors love the reports compared to what we provided before. And we are no longer spending hours tracking and reporting information for them. Cons I can't think of anything really. It does a great job at what it's supposed to do. Really it does. Reason for choosing AgencyBloc AMS+ It did everything we wanted and then we found out it could be used for even more. As we grow we will explore more features. Review Source LJ Leslie J. Vice President Insurance Used the software for: 6-12 months ### "Will Pay Off 100%" September 29, 2021 5.0 I am extremely happy with my purchase. It came highly recommended and it has meet all of my needs plus some I did not realize that I needed. Pros Easy of the product is number one! Yes, you will have to learn some items and how they can work for you but there are video to watch and staff willing to help you out. Cons There has not been anything I have not liked about the product. If I need help on something specific their are video training and staff to assist me. It make life easier that I do not have to go this alone. Review Source TR Todd R. Owner/Manager Insurance Used the software for: 2+ years ### "AgencyBloc " September 22, 2020 5.0 Finding a product that fit so many aspects of what I was looking for was amazing. When I was searching I found several but they were all missing certain features. This was the most comprehensive program I found and I have been very pleased with it. Pros This is a great product for client base and the staff is very helpful and friendly. Many basic features are easy to use and efficient. MANY MANY features to fit different needs of how people may manage their own business. Payroll tracking is amazing and ties right to data tracking all in one program. Cons Reports are bit cumbersome to set up. Would like to have more ability to share information at different management levels without giving admin access. Review Source SC Shannon C. Licensed Medicare Advisor Insurance Used the software for: 1-2 years ### "AgencyBloc Review" March 28, 2022 5.0 Pros I really like the ease of use. The Main Detail page houses all pertinent client info, and then the tabs at the top make it easy to move to Policies and Activities. Cons I have very little to say for what I like least about this software! My only complaint would be that the 1 time it went down, it took almost all day for it to come back up. Review Source LC Lyndia C. Sales Insurance Used the software for: 2+ years ### "Agency Bloc " December 2, 2021 4.0 I love that I can track everything in agency bloc. Pros I like how versatile it is and how I can use it to track clients and policies Cons The inability to take notes between tabs Review Source JR Jay R. VP of Sales Insurance Used the software for: 2+ years ### "Subpar" February 1, 2023 3.0 Pros It looks nice, but for me, that's where it stops at. Cons Better functionality and a better user interface, I find many of the functions "clunky" Review Source JB Jay B. Owner Insurance Used the software for: 2+ years ### "Best Management System for Benefits" March 9, 2017 5.0 I have been using this system since 2013 and will tell you there is no better on the market today. The customer service is second to no one. I call and they respond immediately to most of my issues. What really impresses me is what I jokingly call my Christmas list when i call in with a suggestion. You see if I feel like there is something missing that I would like to see implemented they carefully listen to me and ( not always ) but a lot of times have implemented the idea. We service approximately 45-50,000 employees and around 200 groups with this system. I believe ( and I have investigated ) that this is the best system in the market place that you can use to service your customers. I highly recommend them to everyone. Pros Is it is not only user friendly but adaptable to my needs. I can make changes in certain areas to custom what I am looking at. Cons Of course I want to be able to customize it more in certain areas. Review Source BR Beth R. Director of Operations Insurance Used the software for: 6-12 months ### "AgencyBloc AMS+" January 26, 2024 5.0 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 Response from AgencyBloc 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. ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. Talk to a Capterra advisor for free and get results within 15 minutes.