AgencyBloc

Name: AgencyBloc
Brand: AgencyBloc
Rating: 4.7 (140 reviews)

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All-in-one agency management system for health and life insurance professionals.

CRM Sales Workflow Automation

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4.7(140 across the web)

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Reviews onG2Capterra

140 reviews tracked

The Bottom Line

Entry price

Paid plans only

Biggest pro

Specifically designed for health and life insurance agencies, not a generic CRM.

Biggest con

No free trial or free tier explicitly mentioned.

TL;DR - AgencyBloc

All-in-one platform for health and life insurance agencies.
Centralizes CRM, marketing, quoting, enrollment, and commissions.
Automates workflows to boost efficiency and revenue.

Pricing: Paid only

Best for: Enterprises & pros

4.7/5 across review platforms

What is AgencyBloc?

Editorial review

AgencyBloc is a comprehensive agency management system (AMS) designed specifically for health and life insurance agencies. It replaces disparate tools and spreadsheets with a unified platform that centralizes client, policy, and commission data. The platform helps agencies manage their book of business, streamline marketing efforts, simplify quoting and enrollment processes, and accurately track commissions. AgencyBloc's Plus Suite includes AMS+ for client and policy management, Commissions+ for automated commission processing, and Quote+ for quoting and enrollment. It caters to independent agents, general agencies (GAs), IMO/FMOs, call centers, and even health insurance carriers, providing industry-specific solutions to increase sales, improve client retention, and ensure compliance. The system emphasizes automation to reduce manual tasks, prevent missed opportunities, and allow agents to focus on client relationships and growth.

Available on: Web

LCLouis CorneloupUpdated May 26, 2026 · how we evaluateSourceagencybloc.com ↗

Pros & Cons

Pros

Specifically designed for health and life insurance agencies, not a generic CRM.
Consolidates multiple functions (CRM, marketing, quoting, commissions) into one platform.
Automates repetitive tasks, saving time and reducing errors.
Helps uncover missing commission revenue.
Provides tools for compliance and client retention.

Cons

No free trial or free tier explicitly mentioned.
Pricing details are not publicly available, requiring a demo or contact for information.
Primarily focused on health and life insurance, which might not be suitable for other insurance types.

Ratings Across the Web

4.7(140 reviews)

Ratings aggregated from independent review platforms. Learn more

Preview

Key Features

Client and Policy Management (CRM)Marketing Automation with pre-built contentQuoting and Enrollment toolsCommissions Processing and ReconciliationCompliance TrackingTask and Activity TrackingAutomated Workflows (Lead Nurturing, Client Retention)Insurance Phone Dialer / VoIP integration

Pricing Plans

Pricing checked Jul 11, 2026

Basic

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Everything in all plans.

Premium

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Everything in all plans, plus:

Health, senior, & benefits-specific CRM
Automated servicing workflows
Electronic Scope of Appointment, ACA Consent to Contact, & ACA Attestations
Appointment scheduler for leads and individuals
Text & email appointment reminders
Email inbox integration
Calendar availability sync
Rx Collect

Included in all plans

Customer & Policy Management
Customer file & document management
Prospect & Client Management / Communication
Click-to-text leads, individuals, and agents
Automated lead workflows
Automated lead assignment & routing
Text messaging

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Reviews

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4.7/5

Across 140 verified user reviews on Capterra, G2

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Best AgencyBloc Alternatives

Top alternatives based on features, pricing, and user needs.

Applied EpicPaid

Specialized insurance software leveraging AI to automate workflows and connect the digital insurance ecosystem.

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Vertafore AMS360Paid

Comprehensive insurance software solutions for agencies, carriers, and MGAs, leveraging AI for enhanced efficiency.

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EZLynxPaid

Run, manage, and scale your insurance agency with an all-in-one system powered by automation and AI.

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HawkSoftPaid

Empower your insurance agency with an intuitive and efficient management system.

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AgencyZoomFreemium

Sales suite for insurance agents to automate processes, boost retention, and track growth.

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Still deciding?

Most buyers shortlist 2 or 3 tools before committing. Pull a side-by-side comparison or browse the full alternatives shortlist below.

AgencyBloc vs Applied EpicHead-to-head: features, pricing, who wins AgencyBloc vs Vertafore AMS360Head-to-head: features, pricing, who wins AgencyBloc vs EZLynxHead-to-head: features, pricing, who wins

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AgencyBloc FAQ

How does AgencyBloc's Commissions+ solution help recover missing commission revenue?

Commissions+ streamlines the reconciliation of carrier statements and tracks agent splits, allowing agencies to easily identify discrepancies and spot missed commissions that might otherwise go unnoticed, ultimately helping to recover lost revenue.

Can AgencyBloc integrate with existing third-party quoting and enrollment tools, or must we use Quote+?

AgencyBloc's AMS+ is designed to integrate with leading third-party quoting and enrollment tools. While Quote+ is available as an all-in-one solution, the system supports syncing data from other platforms to eliminate duplicate manual entry and maintain accurate records.

What specific types of automation are available within AgencyBloc to assist with lead management and client retention?

AgencyBloc offers various automation tools, including lead nurturing and conversion workflows, client retention automation for timely communication, and automated follow-up sequences for new lead form submissions. These features help ensure prompt responses and consistent client engagement without manual intervention.

Is AgencyBloc suitable for large insurance carriers, or is it primarily for smaller agencies and uplines?

While AgencyBloc is widely used by independent agents, GAs, and IMO/FMOs, its Quote+ solution is also designed to help health insurance carriers expand their reach, promote group health insurance products, and increase sales through its nationwide capabilities.

How does AgencyBloc ensure data compliance and security for sensitive client and policy information?

AgencyBloc provides a secure and compliant space for managing client and policy data. The platform is built with features to help agencies meet industry compliance standards, although specific security certifications or protocols are not detailed, it emphasizes a secure environment for all centralized data.

Source: agencybloc.com

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