Verified User in Insurance
UI
Verified User in Insurance
Small-Business (50 or fewer emp.)
"Use agency bloc for our customer database"
4.5/5
What do you like best about AgencyBloc AMS+?

Able to search individuals and have access to policy information. Review collected by and hosted on G2.com.

What do you dislike about AgencyBloc AMS+?

Would like easier access to attachments. Review collected by and hosted on G2.com.

William A.
WA
William A.
Financial Protection & Income Generation Strategist
Financial Services
Small-Business (50 or fewer emp.)
"Amazingly Simple, Robust and Growing with New Features"
5/5
What do you like best about AgencyBloc AMS+?

AgencyBloc's team is continuously seeking to improve their software and truly value their clients feedback in doing so. Their most recent upgrade launched yesterday is a summary column that shows the key details about a clients status on the right side of the screen. And I mean all the key details that we previously had to click through the tabs to find out. Now they are all in a central place, front and center. Review collected by and hosted on G2.com.

What do you dislike about AgencyBloc AMS+?

It lacks Zapier and other integration support. They need to build a Zapier integration so we can leverage it with our marketing and agency systems.

Commission reconciliations are significantly better than our old way, however, they do need to get the "rounding" figured out. There is often times .01c that doesn't round and causes us to manually go into those line items and assign the penny to the agency so the books balance. Review collected by and hosted on G2.com.