# Page 3 | AgencyBloc AMS+ Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 3 - Is AgencyBloc AMS+ the right Online CRM 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 3 - Reviews of AgencyBloc AMS+ ## Showing most helpful reviews Showing 51-75 of 129 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use JD Jamie D. Vice President Insurance Used the software for: Less than 6 months ### "AgencyBloc Rocks!" July 8, 2020 5.0 Everyone we have worked with has been great! From the sales demo and getting all our questions answered, to the initial set up, to commission training, etc., everyone has been patient with our hundreds of questions. Pros This software program is outstanding! There are too many features to list however, the one that stands out the most is the commission tracker. Just importing commission statements each month and AgencyBloc automating that part of our job is priceless. Instead of searching through statements or spreadsheets, I can quickly run a report in AgencyBloc and see exactly who we are missing commissions for each month. Cons As with any software or new program, the least likeable thing is the time it takes to get everything set up and going. Even though this is a "con", I can say since AgencyBloc syncs with another system we use for client data, getting the client and/or carrier information in the system wasn't hard. It just takes some upfront time, as it will with any system. Reason for choosing AgencyBloc AMS+ Pricing was a major factor of course, followed by ease of implementation. Since AgencyBloc syncs with Employee Navigator, it was easier to get all of our data imported than with other systems. Review Source CM Chance M. Employee Insurance Used the software for: 2+ years ### "Effective, but lately it's been having a slow response." January 20, 2021 5.0 Efficient, but pausing at random times doesn't help. It prevents me to do my work. Pros Everything has a spot. Personal info is where you need it to be. Very functional. Cons Lately it keeps pausing when you click on a tab. It'll take forever to load. We have our IT guys check our service multiple times and everything was okay. AgencyBloc pauses at the worst times. There's instances where I'll have to click out and log back in for it to load properly. Review Source TC Tiffany C. Office Manager Used the software for: 2+ years ### "Overall, very good" April 9, 2018 5.0 Pros Ease of use, does most everything we need it to. Allows my agents to access it from their tablets, phones and laptops while out in the field. Cons There are a few functions that I wish AgencyBloc to do: Allow my agents to send out their own mass email campaigns. Wish it was more expensive to simply allow them to have access to their own commission payments. Wish they could also run their own reports, ie: missing commission reports. I feel to much is put on my simply because the agents don't have access to a lot of functions just simply because we don't pay a higher fee. Review Source LB Lindsay B. Project Manager Used the software for: ### "Great Database System, Improves Inter-departmental Communication." April 17, 2015 5.0 Our company started with a primarily paper based system and went to AgencyBloc specifically as a database to keep all of our client and clients employee information. We quickly realized that AgencyBloc was a powerful tool and saves us the time. We frequently need reports on our groups and employees to create quotes. The reports are easy to pull off of the Website and we rely heavily on them. The nice thing is they are always up to date and accurate which we didn't have with the excel documents we created without AgencyBloc. We used to have to input all of the information ourselves, now we just pull it from AB. It does mean that you have to be vigilant about making sure the information is current in AgencyBloc but once you get a system set up it is a huge time saver. Our customers are impressed with how fast we get information to them! The activity section has also proved to be really helpful. We are a small business and each of us work from home so communication within our company is vital. Activities allow us to document all of our interactions with clients and carriers, then each of us can view the activity for information. Therefore, we are never "in the dark" when communicating with customers or carriers...there are detailed notes that we can each refer to. The other thing I really appreciate about the system is that it has lots of features and you can choose which you are going to use and how. It is easy to customize to fit your specific needs. The AgencyBloc staff is always available to answer any questions we have and they are always willing to hear feedback. Some of the feedback we have given has actually resulted in changes, which means they listen! Overall, we have had a very positive experience with AgencyBloc and the staff that run it! Review Source DM Deborah M. owner Used the software for: 2+ years ### "Perfect Customer database software for the insurance agency. " April 9, 2018 5.0 Pros It is designed around what information I need to track for my customers so the reports are helpful. I am so glad I am not paying for more than I needed. I looked at Salesforce but it was too much for a small agency like mine. When my general agency recommended Agencybloc, it was perfect. Cons The only feature I like least is the reporting. Takes a lot of time to figure out how to get the end result that we need for labels, forms, or other papers. We do not take the time to look at training or call, but I am sure if we did it would help. Review Source VR Verified Reviewer Principal Broker Financial Services Used the software for: 1-2 years ### "Great for starting out." February 16, 2021 5.0 Positive experience for a start-up system to help track & maintain business. Pros Setup and data management are very simple with AgencyBloc. We used it when our agency was in its infancy. Cons The software itself is basic, which is a good thing for starting out. Within 2 years we outgrew the functionality & integrations it provided. Review Source SF Sandy F. Business Manager Insurance Used the software for: 6-12 months ### "AgencyBloc is AWESOME" August 13, 2020 5.0 I've been working with the same software for 40 years and I wished I had known about AgencyBloc a lot sooner. Pros User friendly and more efficient then our previous software. Being able to move around in the different tabs without getting in and out of certain areas. We have eliminated the most time consuming responsibility of manually entering LARGE commission statements and are importing in seconds. Cons Haven't found anything that I don't like yet. Review Source CC Connie C. Benefits Specialist Insurance Used the software for: 6-12 months ### "Great Program - Easy to Use" March 2, 2017 5.0 We moved from GBS to AgencyBloc in 2016. The difference is night and day. All of our client information is available and easy to search and find. AgencyBloc did a mass transfer of information from GBS to AgencyBloc at the inception of their service. Although there were some updates that had to be done after the fact, the system is very user friendly and we did not lose any information. We like that we can set up scheduled phone calls to clients, and create follow up activities that show up in our dashboards. We also set up the birthday email function so our clients receive a birthday message from us. It has been well received. I feel that the system has much more potential that we have not yet tapped into yet with reporting. Looking forward to using the system to it's fullest potential. Pros Easy to Use , Customizable, Lots of reporting Capability, follow up system using the dashboard is great. Also can use the system on your mobile device. Review Source AD Angela D. President Insurance Used the software for: 2+ years ### "Excellent CRM!" March 12, 2019 5.0 It has been great working with them and they keep improving the software's functionality. Pros This software is so easy to use and to learn whether you are familiar with using database software or not it is very intuitive. The customer support is excellent, including tutorials and live help. Also, love the agent tracking. It makes my contracting work so much easier. Cons I cannot think of anything I really dislike. Review Source DB Danette B. Chief Operating Officer Used the software for: 2+ years ### "This is a well though out program and their custome service is excellent!" April 9, 2018 5.0 A single location to store our cleint informations as well as commission data. In addition the ability to customize is excellent. Pros Customer service. We appreciate that the updates are well tested and thought out before they are released. Cons Some of basic reports could be more robust in terms of the ability to select any field in the database while choosing a report. Review Source SG Sophia G. Office Manager Used the software for: 1-2 years ### "Complete CRM and marketing platform for life and health agencies" February 6, 2019 5.0 Pros This CRM can be customized to almost any business model. Dashboard gives a great overview of current view. Offers marketing tools and automated contact with clients. Easy to upload your database into this CRM. Customer service is great at helping through this process. Offers commission reconciliation, lead management, automated workflow. Completely cloud based so it can be accessed from anywhere. Demo is available without having to purchase. Cons Could use more customizing when it comes to health policies that are enrolled ON Exchange. Certain information that is needed to manage ON Exchange policies can not be linked. Otherwise a great platform. Review Source MS Mark S. Vice President Used the software for: 2+ years ### "Great CRM. Wouldn't change if they charged me more" January 15, 2018 5.0 Pros Being able to connect a client with a spouse, a referral partner or a group account is critical for us. The software makes it easy to do all of these. Cons Not the easiest to learn when you don't follow the training courses. A lot of capabilities but it takes a bit to make it work best for your situation Review Source Dominic S. President Used the software for: ### "AgencyBloc Rocks" October 4, 2013 5.0 We are a growing ancillary General Agent who was in need of a more robust database and tracking system. We were previously using Microsoft Access to track our agents quotes and service issues but that limited us to one user and was not cloud-based. We added another employee and it is imperative that all members of the team can see the activities and notes from the different groups we manage. Agency Bloc fits this bill. Agency Bloc helps us manage our entire current block of business as well as all our new quoting activity and customer service issues. If one person goes out, the next can easily pick up on open items or issues. The system will even allow us to pay commissions if we pay the upgrade. As we quoted out ideas for an agency management system, we talked to a variety of vendors. Agency Bloc was the most reasonably priced. I recommend fully Agency Bloc to the agents I work with. It is an affordable professional solution for benefit agents. Review Source Corey B. Administrative assistant Health, Wellness and Fitness Used the software for: Less than 6 months ### "Great inner office program " February 6, 2019 4.0 Able to keep all information on groups and brokers in one area with ease to find said information without using multiple programs. We have implemented the notes section to download documents we all need access to. Pros Ease of use and compatibility within the office Cons When adding contact information for some of the tabs it can be a bit redundant. Search bar at the top doesn't apply within the category. Review Source KF Kayla F. Director of client services Used the software for: 1-2 years ### "Fabulous software, we are loving it and feeling so much more organized!" June 2, 2017 5.0 Pros Fabulous software, we are loving it and feeling so much more organized! Before this, we were using multiple documents on an intranet and this just pulled everything together for us. Super easy to use! Cons The customization for fields is my favorite part, because even though the framework there is fabulous, every broker has different things that you need to track for clients. It's super quick to edit and organize. Review Source KB Ken B. President Insurance Used the software for: 1-2 years ### "We really like Agency Bloc" February 20, 2019 5.0 "AgencyBloc is a really good CRM. Perfect for what we use it for and the customer service is excellent." Pros I like that it is robust yet allows us to be nimble regarding the level of detail we keep for our clients. Cons I suppose it would be made better if certain fields were located closer to certain others. It's really not that big a deal though. Review Source AK Amy K. President Used the software for: ### "Agency Bloc" April 11, 2011 4.0 The price-point is inline with what I wanted to spend and I have the opportunity for this system to grow with me and my agency as my needs change. I am very satisfied with the system and have experienced excellent service support when I needed it. Pros AgencyBloc has a nice "dashboard" with various tabs that you move through to complete different tasks. I found it to be a more intuitive interface. Its also web-based so you can use it anywhere. Another facet I found important was not having to worry about downloading updates or new software onto my computer. Cons I would like to be able to see individuals within a group and their enrollment for the various policies offered by the employer. I also think it would be an enhancement to have the capability to build an individual contact at the same level of the employer. When there is a family enrolled I would like to have the ability to have spouse and children fall under the primary applicant instead of creating an individual contact for each member enrolled on the policy. Review Source LE Liz E. Receptionist Used the software for: ### "Best data storage product out there!" July 10, 2014 5.0 I came to work part time for a delightful local insurance agency last year and was given a sufficient amount of instruction on how to navigate through AgencyBloc. Open enrollment came upon us and we were so busy. I found entering and accessing information into AB was incredibly simple. Correcting, updating, or adjusting information ( even creating a custom field) was also simple. I have used several data systems in my career (which has not always been in insurance) and have found AB to be one of the most user friendly systems for data storage and information/report retrieval. My congrats to the developers for creating a comprehensive data base for information storage and retrieval that is so easy to use. Most others I have used are layered with too much information and duplication. I have nothing but good things to report about AB customer service. When we call, the AB staff have consistently answered in a pleasant and helpful manner and have provided usable and understandable answers/instructions. In my experience, thus far, I have not had to leave a message and wait for a call back. All this is a rarity, but certainly appreciated, in the current business climate. Review Source JC Joe C. Founding Partner Used the software for: 6-12 months ### "It's rare to find a product that not only meets and exceeds your expectations like AgencyBloc does. " March 15, 2018 5.0 Pros This software gives me the ability to keep track of clients and truly understand my business. The reports function allows me to run a custom report in literally seconds. In addition, the ability to create a follow-up activity for a client or prospect has provide me one software that keeps my team completely on top of follow-up! I have referred several colleagues to AgencyBloc. Review Source JJ Jeff J. Agency owner Insurance Used the software for: Less than 6 months ### "Satisfying " February 19, 2023 5.0 Great Pros Customer contacts and personal information Cons Need more customizing specialized fields Review Source PA Patrick A. Officer Used the software for: ### "Agency Bloc Software Is everything and more!" December 8, 2010 5.0 10/10. We have researched countless softwares and Agencyblocs topped them all. It's by far the most advanced and easiest to use among the ones we tested. I would recommend any company to evaluate this software against what it currently operates and I'm sure this will beat it hands down. Thanks again AgencyBloc in your help in getting us started and your fantastic customer service! Pros AgencyBloc is very simple to understand and use. It's easy to set up new applications, make new policies, and use data entry. The commission structure is perfect and its ease of use makes it that much more enjoyable to use. After purchasing this software, implementing and importing our old and new data, my job of configuring commissions for our agency has been made so much easier. Instead of usually taking me 22 days of the month to get completely done, I'm done in less than 4 days with agencybloc. It's been a life and most of all, time saver! Cons When I find some, i'll let you know! Review Source DB Danette B. Chief Operating Officer Used the software for: ### "Excellent product and excellent service" April 27, 2016 5.0 We love AgencyBloc!! It is so wonderful to find information regarding our clients in one data storage location. The software has streamlined how and what information we keep track of. What we appreciate most about AgencyBloc is, as they have grown they have not lost sight of what is most important when it comes to software and that is "Customer Service". In the three years since I have been using AB I have always had my questions answered on the first call. Not once has someone had to call me back to resolve an issue. This is huge!!! There is nothing more frustrating than calling customer service and having to leave a voice mail of the problem and then getting a recorded message telling you they will return your call within 24 hours!! Another thing I appreciate about AB is they are very careful and thoughtful about upgrades. When we receive an upgrade, we can count on the fact it has been tested and is tried and true. Thank you so much AgencyBloc Team for providing an excellent product that is dependable and we have great confidence knowing you and your team sincerely care about us and the success of our business. Review Source ND Nicholas D. Partner Insurance Used the software for: 6-12 months ### "very honest review of agency bloc" March 11, 2024 1.0 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 GR Guy R. Asset Manager Used the software for: 1-2 years ### "Great management tool. Smart and Linking features help tremendously." June 2, 2017 5.0 Pros Ability to quickly find a Client and supporting information. Linking a Relative or Spouse can simplify changes or adding updated information. Review Source AA A A. VP Used the software for: ### "Well worth the upfront setup time !!!! " March 13, 2013 4.0 I highly recommend this solution to any firm looking for an easy to learn & use commission based system. Pros The staff at AgencyBloc have been available, helpful, patient, professional and very easy to work with. I've had all my questions answered promptly. The implementation of AB replaced a tedious, manual process (using Excel pivot tables) to manage a very unique and complicated commission tracking and payout need. Having the information backed up regularly and web access was crucial to our firm. Cons I hope that AB will further develop reporting options and facilitate the updating of fields in large groups of policies without having to either be creative or work with each policy individually. It would be great if one could select fields from within AB to generate into a report and have those be a bit more professional looking. Review Source Talk to a Capterra advisor for free and get results within 15 minutes.