--- title: AgencyBloc AMS+ Reviews meta\_title: 'AgencyBloc AMS+ Reviews 2026: Details, Pricing, & Features | G2' meta\_description: Filter 42 reviews by the users' company size, role or industry to find out how AgencyBloc AMS+ works for a business like yours. aggregate\_rating: rating\_value: 4.7 review\_count: 42 scale: '5' date\_modified: '2026-08-07' parent\_category: name: Insurance url: https://www.g2.com/categories/insurance ---

# AgencyBloc AMS+ Reviews & Product Details

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###### Profile Status

This profile is currently managed by AgencyBloc AMS+ but has limited features.  
  
Are you part of the AgencyBloc AMS+ team? [Upgrade your plan](https://sell.g2.com) to enhance your branding and engage with visitors to your profile!

AMS+, an AgencyBloc solution, is an all-encompassing, industry-specific sales and servicing management solution designed to help your team be more efficient, increase sales, and improve client retention. Manage your company’s leads, prospects, and clients all in one centralized location. Convert more prospects and turn the dial up on your sales team’s initiatives with insurance-specific sales enablement tools. Then, close the loop and improve client retention with dedicated customer and policy management tools designed for the health, benefits, and senior market insurance space. AgencyBloc is the #1 Recommended Insurance Industry Growth Platform serving the health, benefits, and senior insurance space. Our suite of insurance-specific solutions can help your independent insurance agency, GA, IMO/FMO, or call center remain compliant and accelerate growth.

* * *

Seller
[AgencyBloc](https://www.g2.com/sellers/agencybloc)
Discussions
[AgencyBloc AMS+ Community](https://www.g2.com/products/agencybloc-ams/discuss)
Languages Supported

English

Solution Type

All-in-One

Overview by
Amber Petkosek

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## Pricing

Pricing provided by AgencyBloc AMS+.

### Grow Plan

Starting at $109.00

1 User Per Month

[
View More Pricing Information
](https://www.g2.com/products/agencybloc-ams/pricing)

## Top-Rated Alternatives

[

 ![AgencySmart](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "AgencySmart")

AgencySmart

4.8/5(39)

](https://www.g2.com/products/agencysmart/reviews)

[

 ![NextAgency](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "NextAgency")

NextAgency

4.8/5(37)

](https://www.g2.com/products/nextagency/reviews)

[

 ![Applied Epic](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Applied Epic")

Applied Epic

4.4/5(1,800)

](https://www.g2.com/products/applied-epic/reviews)

[
View All Alternatives
](https://www.g2.com/products/agencybloc-ams/competitors/alternatives)

## User Insights

Average based on 42 real user reviews.

Implementation Time

2 months

Perceived Cost

$$$$$

Typical contract price

$0k - $0k

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Per Month

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## AgencyBloc AMS+ Integrations
(1)

What do users say about integrations?

Integration information sourced from real user reviews.

[

 ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image")

Redtail Technology

](https://www.g2.com/products/redtail-technology/reviews)

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 ![James C.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "James C.")
JC

James C.

Marketing Director

Small-Business (50 or fewer emp.)

4/29/2026

"User-Friendly Interface, Top-Tier Customer Service"

4/5

What do you like best about AgencyBloc AMS+?

I like how user-friendly the interface of AgencyBloc AMS+ is. Everything is easy to find in the program, and their customer service and outreach are top-tier. I also found the initial setup to be pretty straightforward and simple to do. Review collected by and hosted on G2.com.

What do you dislike about AgencyBloc AMS+?

have a better and easier section for their marketing automation. The setup of email and SMS marketing to leads could use some improvement on its ease of use. Review collected by and hosted on G2.com.

What problems is AgencyBloc AMS+ solving and how is that benefiting you?

AgencyBloc AMS+ lets us view and status all of our clients and their policies while keeping track of commissions for our sales agents. Review collected by and hosted on G2.com.

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Validated ReviewerIncentivizedSource: G2 invite

KR

Kristin R.

Partner, Health Insurance Advisor

Small-Business (50 or fewer emp.)

3/24/2026

"Organized Multi-Agent Commission Management That Works Wonderfully"

4.5/5

What do you like best about AgencyBloc AMS+?

I appreciate the ability to manage commissions for multiple agents, which makes it easier to keep everything organized and consistent. Review collected by and hosted on G2.com.

What do you dislike about AgencyBloc AMS+?

It can feel a little clunky at first. Getting all of your commissions mapped out and entered into the system takes some time. But once that setup is done, it works wonderfully. Review collected by and hosted on G2.com.

What problems is AgencyBloc AMS+ solving and how is that benefiting you?

It helps make sure we don’t miss any commissions. Review collected by and hosted on G2.com.

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Current UserValidated ReviewerSource: Organic

CS

Carmen S.

Senior Client Manager

Mid-Market (51-1000 emp.)

2/20/2025

"Agency Block is an Incredible Office System for our Agency"

5/5

What do you like best about AgencyBloc AMS+?

The Agency Block system is very user friendly and easy to learn and use. I love the features and how the system makes our agency day to day work a lot more efficient.

Besides keeping our Clients information organized we have the abilitie to customize the system based our our clients and company needs.

I love the customer service and learning tools available, as well as the videos. Review collected by and hosted on G2.com.

What do you dislike about AgencyBloc AMS+?

I wish ther ewas a way that we could renew our groups and archive the old plan information instead of having multiple lines of active/termed and replaced policies that clutter the page. In addtion we cannot edit or delete activities which again causes a cluttered look to the system. Review collected by and hosted on G2.com.

What problems is AgencyBloc AMS+ solving and how is that benefiting you?

We are using Agency Bloc for our client managament system, It's been a great help for housing our clients information in a user friendly and easy to use database. Review collected by and hosted on G2.com.

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Current UserValidated ReviewerSource: Organic

DK

Danielle K.

Small-Business (50 or fewer emp.)

1/24/2024

"Best CMS I've ever used!"

5/5

What do you like best about AgencyBloc AMS+?

This system is very user friendly and easy to you. Agency Bloc has a great support team to assist when needed. I love the automated features to make our agency day to day work a lot more efficient. Review collected by and hosted on G2.com.

What do you dislike about AgencyBloc AMS+?

The only thing i would ask for more of is customization when creating automated workflows and reporting. We are not yet using the AMS+ platform, but it is my understanding that the new platform will have more of these features. Review collected by and hosted on G2.com.

What problems is AgencyBloc AMS+ solving and how is that benefiting you?

We have used Agency Bloc for our client managament sysyetem, and also recently it has helped us with seeing our production numbers so we know where we need to improve. Review collected by and hosted on G2.com.

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Validated ReviewerSource: Organic

JD

Joshua D.

Small-Business (50 or fewer emp.)

4/20/2023

"Very helpful for our Agency"

5/5

What do you like best about AgencyBloc AMS+?

Besides keeping all our information organized (like a glorified filing cabinet), our internal communication has become much more streamlined through the Activities tab pertaining to each policy. Also, we are now able to integrate with other entities to enhance our influence - both InTulse (telecommunications) and Client Circle (member growth and retention) are fully integrated with our Agency Bloc Review collected by and hosted on G2.com.

What do you dislike about AgencyBloc AMS+?

It takes longer to record policy information then it used to, when I complete an enrollment, because so many clicks are necessary - so that part takes longer then it did before. Also, we cannot edit information on the Activities tab or delete activities and it get quite cluttered for some clients - every time they call a new activity is generated automatically. Review collected by and hosted on G2.com.

What problems is AgencyBloc AMS+ solving and how is that benefiting you?

Our agency is now much better organized and can therefore scale more quickly. Under the old system, we were accidentally copying forms and creating redundancies and that is no longer an issue for us. Review collected by and hosted on G2.com.

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Current UserValidated ReviewerSource: Organic

ER

Elaine R.

Small-Business (50 or fewer emp.)

2/20/2023

"AgencyBloc keeps me organized and everything in one place"

5/5

What do you like best about AgencyBloc AMS+?

It's so easy to use and navigate. The setup makes it simple to find answers if you get stuck trying something new. There's tutorials and articles to help, plus live chat. Review collected by and hosted on G2.com.

What do you dislike about AgencyBloc AMS+?

Client files get duplicated when our admin updates policies with commission information. Also I've seen spaces get added in front of the spelling of a clients first or last name. The client's name does not yield any search results if there is a space in front of the name Review collected by and hosted on G2.com.

What problems is AgencyBloc AMS+ solving and how is that benefiting you?

AgencyBloc keeps all of our clients in one place. We can keep notes on the client, enrollment applications, create activities with due dates and set follow ups. I am able to set my own personal activities and to-do's. Everything I need to as an insurance producer I can do and keep track of in AB. Review collected by and hosted on G2.com.

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Current UserValidated ReviewerSource: Organic

 ![Kristine S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Kristine S.")
KS

Kristine S.

Senior Health Insurance Specialist

Small-Business (50 or fewer emp.)

4/5/2023

"Game changer for growing Medicare insurance agents"

5/5

What do you like best about AgencyBloc AMS+?

I love most everything about AgencyBloc. It tracks your clients, policies and changes, activities, conversations, etc... AgencyBloc has a great chat feature that helps you when you need help. Everyone there has been nothing but friendly and helpful. Lots of reports that can be run and unlimited customizable reports for your needs can be made.

Being able to make an activity each time we talk to a client for future refernce is so important and helpful. I had several agent friends recommend AgencyBloc and would easily recommend them to anyone! Review collected by and hosted on G2.com.

What do you dislike about AgencyBloc AMS+?

My only issue is that the screens are not customizable at all. A few tweaks would make things easier for us and it isn't an option. Examples: Moving a box from the very bottom of the screen to the top so we don't have to scroll down every time or being able to delete/hide a field we don't use. I'd also love to color code clients so it's a quick recognition of what they have without having to scroll to the bottom and then click on policy list. Review collected by and hosted on G2.com.

What problems is AgencyBloc AMS+ solving and how is that benefiting you?

Tracking clients and changing policies. Tracking client interacts for future reference. Scheduling. Review collected by and hosted on G2.com.

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Validated ReviewerSource: Organic

DL

Denise L.

Small-Business (50 or fewer emp.)

3/2/2023

"Best client support I've ever experienced"

5/5

What do you like best about AgencyBloc AMS+?

The amount of data you can enter into Agency Bloc is incredibly useful for reporting purposes. Their customer support is unparalleled. Whenever I have a problem or a question, I can count on a response usually within hours, at most 24 hours. Review collected by and hosted on G2.com.

What do you dislike about AgencyBloc AMS+?

The only downside to agency bloc, if you can even call it that, is there is A LOT to learn when it comes to reporting. I've been using agency bloc for about 4 years now and still have a lot to learn about reports and customizing reports. Like I said, it's not a downside as they have webinars (and recorded webinars from the past) that you can learn from. I just haven't found the time to devote to it. Review collected by and hosted on G2.com.

What problems is AgencyBloc AMS+ solving and how is that benefiting you?

Commission tracking is a huge benefit from AgencyBloc. We can enter commissions manually and also import commissions from most carriers and sources which is a tremendous time saver. The reports help us confirm what we are receiving is correct and also if we are missing any commissions. It is also a very detailed database for client information. Review collected by and hosted on G2.com.

Show More

Validated ReviewerSource: Organic

 ![Brian S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Brian S.")
BS

Brian S.

Small-Business (50 or fewer emp.)

3/20/2023

"Best decision ever!"

5/5

What do you like best about AgencyBloc AMS+?

I am Brian Spire, and I own South Dakota Senior Insurance Agency. I've been using AgencyBloc for over three years now! The commission's module alone has saved me thousands of dollars in payroll while decreasing human error. I'm confident that when I pay my agents, I pay them exactly what I promised. I highly recommend AgencyBloc for anyone looking to take their business to the next level. Review collected by and hosted on G2.com.

What do you dislike about AgencyBloc AMS+?

I truly can't think of anything I'm not happy with. Review collected by and hosted on G2.com.

What problems is AgencyBloc AMS+ solving and how is that benefiting you?

Before AgencyBloc, my insurance agency was inefficient with our processes and systems. AgencyBloc helped us make the transition to paperless. Since we began AgencyBloc over three years ago, we have been able to triple our book of business. I know I wouldn't have been able to have that type of growth without them. Review collected by and hosted on G2.com.

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Validated ReviewerSource: Organic

CC

Charline C.

Insurance Advisor

Small-Business (50 or fewer emp.)

3/7/2023

"This CRM changed my 10 hour work day to 7.5 hours!"

5/5

What do you like best about AgencyBloc AMS+?

The ease of use is critical for my agency. The layout is user-friendly and easy to navigate. The tutorials and commission reports have allowed me to keep better track of my commissions. No more creating excel spreadsheets! Review collected by and hosted on G2.com.

What do you dislike about AgencyBloc AMS+?

I hope they will implement quoting tools. If I could use one system, that would save me even more time. Review collected by and hosted on G2.com.

What problems is AgencyBloc AMS+ solving and how is that benefiting you?

AgencyBloc has created an automated environment with the intake form on my website. I am now able to find out which client commissions are missing. This reporting tool has translated into more funds for my agency. Review collected by and hosted on G2.com.

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Current UserValidated ReviewerSource: Organic

## Questions about AgencyBloc AMS+? Ask real users or explore answers from the community

Get practical answers, real workflows, and honest pros and cons from the G2 community or share your insights.

[
Ask about AgencyBloc AMS+
](https://www.g2.com/products/agencybloc-ams/discussions/new)

GU

Guest User

What is AgencyBloc used for?

0 Upvotes

0

[
Join the conversation
](https://www.g2.com/discussions/what-is-agencybloc-used-for)

[
View all Discussions
](https://www.g2.com/products/agencybloc-ams/discuss)

## Pricing Options

Pricing provided by AgencyBloc AMS+.

### Grow Plan

Starting at $109.00

1 User Per Month

[
View More Pricing Information
](https://www.g2.com/products/agencybloc-ams/pricing)

AgencyBloc AMS+ Comparisons

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4.8/5(37)

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 ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_cc9e6bb284c507b6f607f2ecfd6d9c02/agencysmart.jpg "Product Avatar Image")

AgencySmart

4.8/5(39)

[
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 ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_637d6a3179f04c22c82f6327a286b6ad/applied-epic.png "Product Avatar Image")

Applied Epic

4.4/5(1,800)

[
Compare Now
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##### 
##### AgencyBloc AMS+ Features

Administration

Contact Management

Commissions

Reporting & Statistics

Insurance Documentation

Insurance Policy Management

Platform Administration

Task Management

Contact Management

Platform Basics

Reporting

[
View More Features
](https://www.g2.com/products/agencybloc-ams/features)

##### Categories on G2

[Insurance Agency Management Systems](https://www.g2.com/categories/insurance-agency-management-systems)[Life & Health Insurance Agency Management](https://www.g2.com/categories/life-health-insurance-agency-management)

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