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Compare AgencyBloc AMS+ and SmartOffice

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At a Glance
AgencyBloc AMS+
AgencyBloc AMS+
Star Rating
(40)4.7 out of 5
Market Segments
Small-Business (92.3% of reviews)
Information
Pros & Cons
Entry-Level Pricing
Starting at $109.00 1 User Per Month
Learn more about AgencyBloc AMS+
SmartOffice
SmartOffice
Star Rating
(28)3.7 out of 5
Market Segments
Small-Business (69.2% of reviews)
Information
Pros & Cons
Not enough data
Entry-Level Pricing
$70.00 1 Per User Per Month
Browse all 3 pricing plans

AgencyBloc AMS+ vs SmartOffice

When assessing the two solutions, reviewers found AgencyBloc AMS+ easier to use, set up, and administer. Reviewers also preferred doing business with AgencyBloc AMS+ overall.

  • Reviewers felt that AgencyBloc AMS+ meets the needs of their business better than SmartOffice.
  • When comparing quality of ongoing product support, reviewers felt that AgencyBloc AMS+ is the preferred option.
  • For feature updates and roadmaps, our reviewers preferred the direction of AgencyBloc AMS+ over SmartOffice.
Pricing
Entry-Level Pricing
AgencyBloc AMS+
Grow Plan
Starting at $109.00
1 User Per Month
Learn more about AgencyBloc AMS+
SmartOffice
Performance
$70.00
1 Per User Per Month
Browse all 3 pricing plans
Free Trial
AgencyBloc AMS+
Free Trial is available
SmartOffice
Free Trial is available
Ratings
Meets Requirements
9.0
29
8.1
23
Ease of Use
9.3
29
7.5
23
Ease of Setup
9.2
18
7.8
9
Ease of Admin
9.3
19
8.7
9
Quality of Support
9.0
26
7.4
23
Has the product been a good partner in doing business?
9.2
19
7.9
8
Product Direction (% positive)
8.7
26
6.7
21
Features by Category
Life & Health Insurance Agency ManagementHide 12 FeaturesShow 12 Features
8.6
15
Not enough data
Platform Administration
Feature Not Available
Not enough data
8.6
12
Not enough data
7.3
8
Not enough data
6.9
7
Not enough data
9.8
8
Not enough data
Feature Not Available
Not enough data
9.6
14
Not enough data
Platform Basics
9.2
15
Not enough data
Platform Documentation
Feature Not Available
Not enough data
Feature Not Available
Not enough data
8.8
15
Not enough data
Feature Not Available
Not enough data
Insurance Agency Management SystemsHide 12 FeaturesShow 12 Features
9.4
11
Not enough data
Administration
Feature Not Available
Not enough data
9.2
11
Not enough data
9.4
9
Not enough data
8.3
8
Not enough data
9.4
11
Not enough data
Feature Not Available
Feature Not Available
6.7
6
Not enough data
9.2
8
Not enough data
Insurance Documentation
Not enough data
Not enough data
9.5
10
Not enough data
7.7
5
Feature Not Available
Not enough data
Not enough data
Financial Services CRMHide 21 FeaturesShow 21 Features
Not enough data
Not enough data
Content
Not enough data
Not enough data
Platform Additional Functionality
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Platform Reporting and Analytics
Not enough data
Not enough data
Not enough data
Not enough data
Customer Support
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
Not enough data
Not enough data
Feature Not Available
Marketing Automation
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Sales Force Automation
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Agentic AI - Financial Services CRM
Not enough data
Not enough data
Categories
Categories
Shared Categories
AgencyBloc AMS+
AgencyBloc AMS+
SmartOffice
SmartOffice
AgencyBloc AMS+ and SmartOffice are categorized as Insurance Agency Management Systems
Unique Categories
AgencyBloc AMS+
AgencyBloc AMS+ is categorized as Life & Health Insurance Agency Management
SmartOffice
SmartOffice is categorized as Financial Services CRM
Reviews
Reviewers' Company Size
AgencyBloc AMS+
AgencyBloc AMS+
Small-Business(50 or fewer emp.)
92.3%
Mid-Market(51-1000 emp.)
7.7%
Enterprise(> 1000 emp.)
0%
SmartOffice
SmartOffice
Small-Business(50 or fewer emp.)
69.2%
Mid-Market(51-1000 emp.)
26.9%
Enterprise(> 1000 emp.)
3.8%
Reviewers' Industry
AgencyBloc AMS+
AgencyBloc AMS+
Insurance
87.2%
Hospital & Health Care
5.1%
Marketing and Advertising
2.6%
Information Technology and Services
2.6%
Financial Services
2.6%
Other
0.0%
SmartOffice
SmartOffice
Financial Services
50.0%
Insurance
30.8%
Banking
7.7%
Research
3.8%
Investment Management
3.8%
Other
3.8%
Alternatives
AgencyBloc AMS+
AgencyBloc AMS+ Alternatives
AgencySmart
AgencySmart
Add AgencySmart
NextAgency
NextAgency
Add NextAgency
Applied Epic
Applied Epic
Add Applied Epic
AMS360
AMS360
Add AMS360
SmartOffice
SmartOffice Alternatives
Redtail Technology
Redtail Technology
Add Redtail Technology
Wealthbox CRM
Wealthbox CRM
Add Wealthbox CRM
Applied Epic
Applied Epic
Add Applied Epic
AMS360
AMS360
Add AMS360
Discussions
AgencyBloc AMS+
AgencyBloc AMS+ Discussions
Monty the Mongoose crying
AgencyBloc AMS+ has no discussions with answers
SmartOffice
SmartOffice Discussions
Monty the Mongoose crying
SmartOffice has no discussions with answers