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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.
Publications that cover the tools tracked here
  • TechCrunch
  • Bloomberg
  • The Information
  • Fortune
  • The Verge
  • 8 alternatives
  • 5 direct

Top 3 alternatives to AgencyBloc

  1. Applied Epic logo

    Applied Epic

    #1 Top pick

    Specialized 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

  2. Vertafore AMS360 logo

    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

  3. EZLynx logo

    EZLynx

    #3

    Run, 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

AgencyBloc and its alternatives compared on starting price (cheapest paid plan, monthly, as of November 2026), free plan and average user rating, and how directly each replaces it.
AgencyBloc logo
AgencyBloc Compared tool
Price: Not published Free plan: No 4.7 out of 5, from 42 ratings on G2 (42)
Applied Epic logo
Applied Epic
Price: Contact sales Free plan: No 4.3 out of 5, from 1,942 ratings across G2 and Capterra (1,942) Direct alternative
Vertafore AMS360 logo
Vertafore AMS360
Price: Not published Free plan: No 4.3 out of 5, from 1,067 ratings on G2 (1,067) Direct alternative
EZLynx logo
EZLynx
Price: Not published Free plan: No 4.1 out of 5, from 797 ratings across G2 and Capterra (797) Direct alternative
AgencyZoom logo
AgencyZoom
Price: $149/mo Free plan: No 4.6 out of 5, from 237 ratings across G2 and Capterra (237) Direct alternative
HawkSoft logo
HawkSoft
Price: Not published Free plan: No 4.7 out of 5, from 148 ratings across G2 and Capterra (148) Direct alternative
HubSpot logo
HubSpot
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
Salesforce logo
Salesforce
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
Creatio logo
Creatio
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

AgencyBloc compared with 287 Sales tools on Toolradar, as of Nov 2026
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.

CSV download of these CRM leaderboards, licensed CC BY 4.0

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.

Lowest entry price, plans with no stated unit, CRM tools on Toolradar, as of Nov 2026
# 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.

Lowest entry price, per-user plans, CRM tools on Toolradar, as of Nov 2026
# 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.

Lowest entry price, flat team plans, CRM tools on Toolradar, as of Nov 2026
# 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. 1
    Applied Epic logo

    Applied Epic

    Paid Battle-tested at scale

    Specialized 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. 2
    Vertafore AMS360 logo

    Vertafore AMS360

    Paid Battle-tested at scale

    Comprehensive 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. 3
    EZLynx logo

    EZLynx

    Paid

    Run, 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. 4
    AgencyZoom logo

    AgencyZoom

    Free plan Cheaper than AgencyBloc

    Sales 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. 5
    HawkSoft logo

    HawkSoft

    Paid

    Empower 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. 6
    HubSpot logo

    HubSpot

    Paid Battle-tested at scale

    CRM 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. 7
    Salesforce logo

    Salesforce

    Paid Battle-tested at scale

    Manage 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. 8
    Creatio logo

    Creatio

    Paid

    AI 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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