Alternatives
Best AgencyBloc alternatives in 2026
Data compiled by Toolradar Updated How we rate
Cite this list: Toolradar, best AgencyBloc alternatives 2026, toolradar.com/alternatives/agencybloc
5 direct alternatives to AgencyBloc and 3 more tools in the same category, compared on pricing, features, and best-for use cases. Pick the right replacement without the marketing fluff.
Quick answer
- Applied Epic is the top alternative to AgencyBloc on our list, followed by Vertafore AMS360 and EZLynx.
- None of the 8 alternatives has a free plan.
- Highest rated: HawkSoft, 4.7 out of 5 from 148 ratings, Sep 2026.
- 8 alternatives
- 5 direct
Top 3 alternatives to AgencyBloc

Applied Epic
#1 Top pickSpecialized insurance software leveraging AI to automate workflows and connect the digital insurance ecosystem.
Pricing
Contact sales
4.3 /5 across G2 and Capterra · 1,942 ratings, Sep 2026
Our take
Best overall

Comprehensive insurance software solutions for agencies, carriers, and MGAs, leveraging AI for enhanced efficiency.
Pricing
Not published
4.3 /5 on G2 · 1,067 ratings, Sep 2026

EZLynx
#3Run, manage, and scale your insurance agency with an all-in-one system powered by automation and AI.
Pricing
Not published
4.1 /5 across G2 and Capterra · 797 ratings, Sep 2026
AgencyBloc vs 8 alternatives
| Tool | Starting price (Nov 2026) | Free plan | Rating | Fit |
|---|---|---|---|---|
| Price: Not published | Free plan: No | 4.7 out of 5, from 42 ratings on G2 (42) | ||
| Price: Contact sales | Free plan: No | 4.3 out of 5, from 1,942 ratings across G2 and Capterra (1,942) | Direct alternative | |
| Price: Not published | Free plan: No | 4.3 out of 5, from 1,067 ratings on G2 (1,067) | Direct alternative | |
| Price: Not published | Free plan: No | 4.1 out of 5, from 797 ratings across G2 and Capterra (797) | Direct alternative | |
| Price: $149/mo | Free plan: No | 4.6 out of 5, from 237 ratings across G2 and Capterra (237) | Direct alternative | |
| Price: Not published | Free plan: No | 4.7 out of 5, from 148 ratings across G2 and Capterra (148) | Direct alternative | |
| Price: $7/mo | Free plan: No | 3.9 out of 5, from 19,150 ratings across Trustpilot, TrustRadius, PeerSpot and more (19,150) | Same category as AgencyBloc | |
| Price: $25/mo | Free plan: No | 4.4 out of 5, from 44,685 ratings across G2 and Capterra (44,685) | Same category as AgencyBloc | |
| Price: $40/mo | Free plan: No | 4.6 out of 5, from 509 ratings across G2 and Capterra (509) | Same category as AgencyBloc |
Why people consider alternatives to AgencyBloc
AgencyBloc is a comprehensive agency management system (AMS) designed specifically for health and life insurance agencies.
Teams most often switch away when one of these starts to bite:
- Pricing at scale as usage or premium tiers add up.
- Missing integrations with the rest of your stack.
- Performance or scale limits as your needs grow.
- A specific feature gap you have hit in crm.
The 5 direct alternatives below cover the same core job (CRM) with different trade-offs. The 3 tools marked "Same category as AgencyBloc" fit the category but replace AgencyBloc less directly.
AgencyBloc by the numbers
| Metric | AgencyBloc | Peer median | Position (1 is best) |
|---|---|---|---|
| Free plan | No | 31% have one | n/a |
| Listed as an alternative to | 12 tools | 2 | #19 of 287 (joint) |
| User rating | 4.7/5 (across the web, 42 ratings) | 4.5/5 | #26 of 166 (joint) tools with 20+ reviews |
Listed as an alternative to: #20 on 2026-10-16 to #19 on 2026-11-03 (rank among 287 tools, 1 is best).
Each position is counted among the tools that have data for that row, as noted under it. All Sales data · How we compute this. Advertising and placement fees are not inputs to any position.
Cite this: Toolradar, “AgencyBloc by the numbers”, Nov 2026.
CRM leaderboards from Toolradar data
Toolradar ranks CRM tools on one measure at a time, only where at least 8 tools have data. As of Nov 2026.
Lowest entry price, plans with no stated unit
Cheapest standard paid plan per month (annual prices divided by 12), read on vendor pages and compared only with tools priced on the same basis.
Counted among 141 tools with no stated price unit, verified price.
| # | Tool | Entry plan |
|---|---|---|
| 1 | MyKidReports | $0.99/mo, billed monthly |
| 2 | Stablebuzz | $1.11/mo |
| 3 | VSCO Workspace | $2.50/mo, billed monthly |
| 4 | Rock RMS | $4.45/mo |
| 5 | ConnectMachine 2.0 | $5/mo, billed yearly |
Lowest entry price, per-user plans
Cheapest standard paid plan per month (annual prices divided by 12), read on vendor pages and compared only with tools priced on the same basis.
Counted among 61 tools priced per user, verified price.
| # | Tool | Entry plan |
|---|---|---|
| 1 | Chronock | $6.67/user/mo, billed yearly |
| 2 | Pixelwand CRM | $8/user/mo, billed yearly |
| 3 | Bonsai | $9/user/mo, billed monthly |
| 3 | Close MCP | $9/user/mo, billed monthly |
| 3 | Freshsales | $9/user/mo, billed monthly |
Lowest entry price, flat team plans
Cheapest standard paid plan per month (annual prices divided by 12), read on vendor pages and compared only with tools priced on the same basis.
Counted among 24 tools priced as a flat team plan, verified price.
| # | Tool | Entry plan |
|---|---|---|
| 1 | Bento | $5/mo flat, billed monthly |
| 2 | Paw Partner | $10.99/mo flat, billed monthly |
| 3 | Bloom CRM | $14/mo flat, billed monthly |
| 4 | StyleSeat | $19/mo flat, billed monthly |
| 5 | Rentec Direct | $25/mo flat, billed monthly |
A position exists only when at least 8 tools have data for that metric. 226 of 517 CRM tools have a verified price; the others publish none we could read (often "contact sales"). Advertising and placement fees are not inputs to any position. Visit counts include visits from every source. How we compute this. Cite this: Toolradar, “CRM leaderboards”, Nov 2026. Data licensed CC BY 4.0. All CRM statistics.
8 alternatives to AgencyBloc
Direct alternatives come first, ranked by G2 and Capterra ratings, media mentions, and editor review. Tools marked "Same category as AgencyBloc" follow, ranked the same way.
- 1

Applied Epic
Paid Battle-tested at scaleSpecialized insurance software leveraging AI to automate workflows and connect the digital insurance ecosystem.
4.3 /5 across G2 and Capterra · 1,942 ratings, Sep 2026
Price not published
- 2

Vertafore AMS360
Paid Battle-tested at scaleComprehensive insurance software solutions for agencies, carriers, and MGAs, leveraging AI for enhanced efficiency.
4.3 /5 on G2 · 1,067 ratings, Sep 2026
Price not published
- 3

EZLynx
PaidRun, manage, and scale your insurance agency with an all-in-one system powered by automation and AI.
4.1 /5 across G2 and Capterra · 797 ratings, Sep 2026
Price not published
- 4

AgencyZoom
Free plan Cheaper than AgencyBlocSales suite for insurance agents to automate processes, boost retention, and track growth.
4.6 /5 across G2 and Capterra · 237 ratings, Sep 2026
From $149/mo flat, billed monthly; free plan available
- 5

HawkSoft
PaidEmpower your insurance agency with an intuitive and efficient management system.
4.7 /5 across G2 and Capterra · 148 ratings, Sep 2026
Price not published
- 6

HubSpot
Paid Battle-tested at scaleCRM platform for scaling businesses
3.9 /5 across Trustpilot, TrustRadius, PeerSpot and more · 19,150 ratings, Sep 2026
From $7/mo, billed monthly
Same category as AgencyBloc
- 7
Salesforce
Paid Battle-tested at scaleManage sales pipelines, customer support, and marketing journeys in one CRM
4.4 /5 across G2 and Capterra · 44,685 ratings, Sep 2026
From $25/user/mo, billed monthly or yearly
Same category as AgencyBloc
- 8

Creatio
PaidAI CRM built for people and AI agents to work together
4.6 /5 across G2 and Capterra · 509 ratings, Sep 2026
From $40/user/mo, billed monthly
Same category as AgencyBloc
Frequently asked questions
What is the best alternative to AgencyBloc?
Based on real-signal scoring (G2 and Capterra ratings, media mentions, and editorial review), the top alternatives to AgencyBloc are Applied Epic, Vertafore AMS360, EZLynx. Each solves the same core job with different trade-offs on pricing, features, and integrations.
Is there a free alternative to AgencyBloc?
There is no fully free alternative in this list. AgencyZoom is freemium: a permanent free tier plus paid plans (Sales suite for insurance agents to automate processes, boost retention, and track growth).
Why do people look for AgencyBloc alternatives?
Common reasons teams switch away from AgencyBloc: pricing that scales aggressively, missing integrations with the rest of their stack, performance or scale limits, or a specific feature gap in crm. The alternatives on this page solve the same core problem with different trade-offs.
Side-by-side comparisons
In-depth comparison pages for AgencyBloc versus each alternative.

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