# AgencyBloc AMS+ Reviews **Vendor:** AgencyBloc **Category:** [Life & Health Insurance Agency Management Software](https://www.g2.com/categories/life-health-insurance-agency-management) **Average Rating:** 4.7/5.0 **Total Reviews:** 42 ## About AgencyBloc AMS+ 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. ## AgencyBloc AMS+ Pros & Cons **What users like:** - Users love the **customer support** of AgencyBloc AMS+, highlighting its accessibility and helpful learning resources. (1 reviews) - Users appreciate the **customization options** of AgencyBloc AMS+, which enhance organization and efficiency for agency needs. (1 reviews) - Users appreciate the **ease of use** of AgencyBloc AMS+, enhancing efficiency and organization in their daily tasks. (1 reviews) - Users appreciate the **easy access** of AgencyBloc AMS+, enhancing efficiency and organization for their agency's daily operations. (1 reviews) - Users appreciate the **user-friendly features** of AgencyBloc AMS+, enhancing efficiency and customization for their agency's needs. (1 reviews) - Helpful (1 reviews) - Note-taking (1 reviews) - Organization (1 reviews) - Workflow Efficiency (1 reviews) **What users dislike:** - Users find the **lack of user-friendliness** in AgencyBloc AMS+ leads to cluttered and unmanageable information displays. (1 reviews) - Users desire a solution for **cluttered policy management** that includes better options for renewing and archiving plans. (1 reviews) ## AgencyBloc AMS+ Reviews ### 1. User-Friendly Interface, Top-Tier Customer Service **Rating:** 4.0/5.0 stars **Reviewed by:** James C. | Marketing Director, Small-Business (50 or fewer emp.) **Reviewed Date:** April 29, 2026 **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. **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. **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. ### 2. Organized Multi-Agent Commission Management That Works Wonderfully **Rating:** 4.5/5.0 stars **Reviewed by:** Kristin R. | Partner, Health Insurance Advisor, Small-Business (50 or fewer emp.) **Reviewed Date:** March 24, 2026 **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. **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. **What problems is AgencyBloc AMS+ solving and how is that benefiting you?** It helps make sure we don’t miss any commissions. ### 3. Agency Block is an Incredible Office System for our Agency **Rating:** 5.0/5.0 stars **Reviewed by:** Carmen S. | Senior Client Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** February 20, 2025 **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. **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. **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. ### 4. Best CMS I've ever used! **Rating:** 5.0/5.0 stars **Reviewed by:** Danielle K. | Small-Business (50 or fewer emp.) **Reviewed Date:** January 24, 2024 **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. **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. **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. ### 5. Very helpful for our Agency **Rating:** 5.0/5.0 stars **Reviewed by:** Joshua D. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 20, 2023 **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 **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. **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. ### 6. AgencyBloc keeps me organized and everything in one place **Rating:** 5.0/5.0 stars **Reviewed by:** Elaine R. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 20, 2023 **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. **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 **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. ### 7. Game changer for growing Medicare insurance agents **Rating:** 5.0/5.0 stars **Reviewed by:** Kristine S. | Senior Health Insurance Specialist, Small-Business (50 or fewer emp.) **Reviewed Date:** April 05, 2023 **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! **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. **What problems is AgencyBloc AMS+ solving and how is that benefiting you?** Tracking clients and changing policies. Tracking client interacts for future reference. Scheduling. ### 8. Best client support I've ever experienced **Rating:** 5.0/5.0 stars **Reviewed by:** Denise L. | Small-Business (50 or fewer emp.) **Reviewed Date:** March 02, 2023 **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. **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. **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. ### 9. Best decision ever! **Rating:** 5.0/5.0 stars **Reviewed by:** Brian S. | Small-Business (50 or fewer emp.) **Reviewed Date:** March 20, 2023 **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. **What do you dislike about AgencyBloc AMS+?** I truly can't think of anything I'm not happy with. **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. ### 10. This CRM changed my 10 hour work day to 7.5 hours! **Rating:** 5.0/5.0 stars **Reviewed by:** Charline C. | Insurance Advisor, Small-Business (50 or fewer emp.) **Reviewed Date:** March 07, 2023 **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! **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. **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. ### 11. Absolutely recommend. Has saved countless hours and always available for support. **Rating:** 5.0/5.0 stars **Reviewed by:** Ashley H. | Mid-Market (51-1000 emp.) **Reviewed Date:** March 27, 2023 **What do you like best about AgencyBloc AMS+?** The hours saved are immeasurable. We have been able to get custom agency statements out to our downlines and saved at least one working day per commission cycle. **What do you dislike about AgencyBloc AMS+?** There really has not been a downside to agency bloc. **What problems is AgencyBloc AMS+ solving and how is that benefiting you?** Time management is the most significant way Agency Bloc has benefitted our company. The organization that Agency Bloc has given us also saves time on any internal issues. ### 12. AgencyBloc was an easy transition **Rating:** 4.5/5.0 stars **Reviewed by:** Alyssa R. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 20, 2023 **What do you like best about AgencyBloc AMS+?** AgencyBloc is very easy to use. I love how easy we can set tasks for ourselves and our co-workers. The reports are also easy to pull and accurate. **What do you dislike about AgencyBloc AMS+?** I wish we could email and text directly from the system, so there is a permanent record of all correspondence. **What problems is AgencyBloc AMS+ solving and how is that benefiting you?** It is customized for health insurance. EzLynx is our management system for P&C clients, but it's not able to track policies and commissions accurately for health. ### 13. AgencyBloc Review **Rating:** 5.0/5.0 stars **Reviewed by:** Christine V. | Founder and President, Small-Business (50 or fewer emp.) **Reviewed Date:** September 16, 2022 **What do you like best about AgencyBloc AMS+?** Ease of use of the system, easy integrations, great support & service. Our Medicare agency made the switch to AgencyBloc earlier this year, and we're so happy we made the change. We've received personal training and support to maximize our use of AgencyBloc’s features every step of the way. We've been able to easily integrate with our own Medicare quoting & enrollment platform, as well as some of our other vendors like Ring Central & Calendly. Our agency has become much more efficient since we made the switch. We're happy to be part of "the Bloc" and would recommend AgencyBloc to any insurance agency out there! **What do you dislike about AgencyBloc AMS+?** Nothing! We haven't come across anything that we don't like. **What problems is AgencyBloc AMS+ solving and how is that benefiting you?** Easy integrations into other systems ### 14. Great platform and service **Rating:** 5.0/5.0 stars **Reviewed by:** Paul S. | Founder and President, Small-Business (50 or fewer emp.) **Reviewed Date:** December 08, 2022 **What do you like best about AgencyBloc AMS+?** The onboarding process with Agencybloc is second to none. Easy to on-board, learn as an admin or to teach to your agents. **What do you dislike about AgencyBloc AMS+?** Nothing really, it's been really smooth so far. **What problems is AgencyBloc AMS+ solving and how is that benefiting you?** Agencybloc solves many problems. From lead distribution to dispositioning to commission and sales tracking. ### 15. Intuitive CRM with Customization for a Busy Agent & Growing Agency **Rating:** 4.5/5.0 stars **Reviewed by:** Jennie Y. | Licensed Agent, Small-Business (50 or fewer emp.) **Reviewed Date:** January 29, 2022 **What do you like best about AgencyBloc AMS+?** AgencyBloc is an out-of-the-box solution for life and health insurance agents. The templates AgencyBloc provides are intuitive, allowing for easy navigation and efficiency when on the phone with clients; this allows agents to update files immediately, saving time and allowing for follow-up by other agents if necessary. AgencyBloc templates are also customizable, allowing users to add fields for specific product types, sales priorities or needs. AgencyBloc provides on-demand training tools which allow agents to learn and adapt their use of the system on their own time. When I've needed more in-depth training or technical support, the AgencyBloc staff are responsive, knowledgeable, and friendly. If they don't have the answer at that moment, they will follow up with you providing specific guidance and training tools to answer your question. I currently use AgencyBloc for individual health insurance sales and will begin use it for individual life insurance sales and adding agents as we expand to an Agency. **What do you dislike about AgencyBloc AMS+?** While AgencyBloc is an out-of-the-box solution, any agent that uses AgencyBloc will need to dedicate time to complete the 3-part onboarding training. I spent a total of about 40 hours completing the onboarding training, setting up commission tracking and customizing the AgencyBloc CRM. Users of AgencyBloc should dedicate time to understanding its full functionality before starting to customize AgencyBloc. AgencyBloc regularly updates the CRM based on user feedback. I recommend building in time every quarter to dedicate to long-term learning of the CRM and determine how to incorporate changes to flex with individual needs. **Recommendations to others considering AgencyBloc AMS+:** If you put the groundwork into learning, customizing and maintaining it - the CRM will offer ROI. **What problems is AgencyBloc AMS+ solving and how is that benefiting you?** AgencyBloc pulls together agent data that previously was housed in many different systems and formats and, therefore, unhelpful when reviewing trends in agency operations and sales activity. With this in mind, we can quickly review trends in sales based on products and season, pinpoint unpaid commissions, sort lead quality, and subsequently assign workflow tasks that trigger emails. AgencyBloc allows me to use my data to pinpoint the most useful agent activities to improve client retention and new sales activity. ### 16. Support is very good and it is user friendly **Rating:** 5.0/5.0 stars **Reviewed by:** Heidi L. | Broker, Small-Business (50 or fewer emp.) **Reviewed Date:** September 12, 2022 **What do you like best about AgencyBloc AMS+?** The information that can be saved in the CRM for my industry **What do you dislike about AgencyBloc AMS+?** Nothing I can think of at this time. I am still a bit new. **What problems is AgencyBloc AMS+ solving and how is that benefiting you?** n/a ### 17. The next step to grow your company is AgencyBloc **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** April 15, 2022 **What do you like best about AgencyBloc AMS+?** I love that we can reach out to AgencyBloc at any time and receive help. Or if we need more help, we can schedule a one on one meeting with our team at AgencyBloc **What do you dislike about AgencyBloc AMS+?** I haven't found anything yet that I dislike with AgencyBloc **What problems is AgencyBloc AMS+ solving and how is that benefiting you?** We were using a spreadsheet to track all our clients and it was getting hard to keep everything in order that way. Once we saw what AgencyBloc could and does do for us, it was a no-brainer. We are now able to run many different types of reports to see what we have sold over the month or even year. Its so easy to add a custom field to our account based on our needs. ### 18. Well-Rounded Insurance CRM **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** February 10, 2022 **What do you like best about AgencyBloc AMS+?** AgencyBloc has everything we were looking for in a CRM. Our agency is multiplying and needs something to keep up with our needs. From the tracking of commissions to saving notes on prospective and current clients, AgencyBloc's CRM has it all. When you are onboarding Agency Bloc walks you through the process until you are entirely comfortable and provides ongoing help once you are seasoned. Our agency couldn't be more pleased with our decision to switch to them. **What do you dislike about AgencyBloc AMS+?** The only difficulty I have had is in using the sales tracking process. I find the multiple-step process of setting up an opportunity and then adding a related activity complex. It would be more efficient if the user could mark the "opportunity" to include a corresponding activity. **What problems is AgencyBloc AMS+ solving and how is that benefiting you?** We had been paying commissions to our LOA agents through an Excel spreadsheet. As our agency grew, this process became tedious and riddled with missed commissions. With AgencyBloc, we upload the commission statements and the CRM finds the corresponding policy. In the long run, we are saving time which saves money. ### 19. Agency Bloc for Efficiency in Communications **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** September 07, 2022 **What do you like best about AgencyBloc AMS+?** Agency Bloc has enabled us to maintain a quality & up to date database designed for growth. We particularly like the auto emails we send for birthdays. **What do you dislike about AgencyBloc AMS+?** The downside to AgencyBloc is not maintaining the data on a daily basis. **What problems is AgencyBloc AMS+ solving and how is that benefiting you?** Database management; Client communications ### 20. The Best Customer Service! **Rating:** 5.0/5.0 stars **Reviewed by:** Sara T. | Office Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** December 14, 2021 **What do you like best about AgencyBloc AMS+?** I love that when I send a question, I receive a response, sometimes the same day, but definitely by the following day. Also, still being somewhat new to AgencyBloc and trying to figure out some of the functions, I'm sure my questions are a little out there and don't make much sense, but the Specialists have a way of interpreting my questions and reply with excellent answers! **What do you dislike about AgencyBloc AMS+?** I wouldn't say I dislike anything about AgencyBloc. There are just certain personal preferences that I have gotten used to with my previous CRM that I don't have with AgencyBloc. I wish I could see certain Individuals Information on the Policy Summary sidebar. **What problems is AgencyBloc AMS+ solving and how is that benefiting you?** We can finally reduce at least three separate applications that we were using into one. I'm sure we will continue finding new ways to streamline. ### 21. Agencybloc - A Life & Health Agency Platform for Agents not in P&C **Rating:** 4.5/5.0 stars **Reviewed by:** George E D. | Agent, Owner, Counselor, Small-Business (50 or fewer emp.) **Reviewed Date:** July 20, 2020 **What do you like best about AgencyBloc AMS+?** I came from an all lines background and had The Agency Manager since 1983, The in 2002, I entered just the Life & Health Insurance arena, and did not need everything the Cadillac program offered or the cost. I looked at several Agency Management Systems and selected Agencybloc. 1) The Price, 2) It was tailored to my occupation without P&C, 3) It was easy to use and kept all my info as needed in regards to my clients and their policies. A super nice feature is the ability of the program to send out Birthday wish's to all clients automatically! I get so many reply e-mails thanking me for remembering them. It also will let you set up pre- e-mails . like reminding clients turning 65 what they need to be doing 3 months prior to turning 65 and each month a different e-mail. Little things that that are special. **What do you dislike about AgencyBloc AMS+?** I would like in these days to have a way to Share a Client's Screen with the client. Some vendors offer this service, that allows a client to log In to a portal for them and then the agent can share the file or policies with the insured. That would be a nice feature with Covid - 19. The storing of PDF's is very helpful under Notes to add files and policies **Recommendations to others considering AgencyBloc AMS+:** It's a cost effective way to have an Agency Management System at a very competitive proce **What problems is AgencyBloc AMS+ solving and how is that benefiting you?** I have requested the Sharing of Screens as a suggestion, Agency Bloc said they would consider it in future revisions, Benefits, I can access my Data anywhere, and do business anywhere, it would be nice to have a scanner or other data, but it's very helpful to me! This system keeps things fast and in order for me! I'm sure it will do even more that I use it for in daily operations ### 22. Insurance agent using AgencyBloc **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** January 17, 2018 **What do you like best about AgencyBloc AMS+?** I like being able to run reports based on birth date, active client or prospect, and turning 65. The reports are great for mailings and calling to remind clients of upcoming events. **What do you dislike about AgencyBloc AMS+?** That we can't turn off certain tabs that we don't use making adding an individual a little more time consuming. It feels like you do a lot of clicking around on certain tabs. **Recommendations to others considering AgencyBloc AMS+:** It is a great software for Insurance needs. It allows you to house all your clients information in one location. It also allows you to run reports for mailings and data collection. I would recommend this product to anyone. **What problems is AgencyBloc AMS+ solving and how is that benefiting you?** We are able to upload any documents to an individuals account therefore making our clients folders complete and accessible anywhere. Attaching documents to different policies is a huge plus for our business. Also we like being able to pin future events and reminders for ourselves about work that needs to be done or clients that need to be called. ### 23. It’s a decent system, but there are much better ones out there. **Rating:** 3.5/5.0 stars **Reviewed by:** Ronnie M. | owner, Small-Business (50 or fewer emp.) **Reviewed Date:** December 21, 2021 **What do you like best about AgencyBloc AMS+?** It worked well, but everything had to manually entered and you had to remember to put that in the system. Tracking commissions was relatively easy as long as they came in excel. **What do you dislike about AgencyBloc AMS+?** The integrations didn't work very well and I didn't love the UI because it wasn't completely intuitive. It was also expensive for the value it provided. My employees stopped using it because it was not easy/ automatic to add in new groups. **What problems is AgencyBloc AMS+ solving and how is that benefiting you?** We needed a way to track commissions, and it did well for that. Tracking missing commissions was a bit of a nightmare though and was not as easy as other product I use now, Benelinx. ### 24. Excellent CRM and I would highly recommend it. **Rating:** 5.0/5.0 stars **Reviewed by:** Tony M. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** September 29, 2021 **What do you like best about AgencyBloc AMS+?** Great structure and interface right out of the box with just enough customizations to make it your own. The automated workflows are better than most I've seen and used, and extremely easy to setup. **What do you dislike about AgencyBloc AMS+?** Some of the preloaded coverage templates could be improved and offer more custom fields. Would love a mail merge function for sending out large batches of snail mail. **What problems is AgencyBloc AMS+ solving and how is that benefiting you?** Easy peasy client and policy management, but again it's the automated workflows that make it shine. Huge time saver. Also an excellent way to keep track of your agents if you're doing any recruiting, and again - automated workflows to manage this as well. ### 25. Easy to use but several features lacking **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** June 22, 2021 **What do you like best about AgencyBloc AMS+?** Easy to set up and get going. Integrates with Ease which is great for brokers that have a large book of small group benefits. Ability to customize access, so agents are only able to see their own book/assigned clients. Microsoft Outlook integration and custom email address for task creation are definite pluses. **What do you dislike about AgencyBloc AMS+?** Workflows are clunky. I end up with duplicate tasks automatically assigned because a group multiple policies renewing and the workflow triggers the same set of reminders for each policy. Column sizes on the page listing activities are not adjustable - activity titles are often cutoff because the column isn't big enough to display all of the text, so you have to click on the activity to view more. Unable to custom sort list of tasks - you can sort various ways but you can't freely rearrange them. Agencybloc doesn't integrate with enough apps and other applications. **What problems is AgencyBloc AMS+ solving and how is that benefiting you?** Agencybloc has helped our agency reduce the number of back and forth emails being sent internally. Our team has a clear understanding of who is responsible for each task. ### 26. Receptive to Client Feedback **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** June 07, 2021 **What do you like best about AgencyBloc AMS+?** I appreciate that the reps and Agency Bloc took the time to reach out to us about our experience and listen to our feedback. I really value a company going out and searching for feedback. Most businesses aren't proactive and usually wait for negative feedback to reach out. **What do you dislike about AgencyBloc AMS+?** With the Ease integration of Agency Bloc, I wish there were a few more connections. For instance, when I file a document like a summary of benefits, I also have to upload it to Ease. I'd like to alleviate the double work by having them sync. **What problems is AgencyBloc AMS+ solving and how is that benefiting you?** We are able to streamline our business tasks and cut down on administration time. We are able to grow our company because we have more time to talk with clients and acquire new clients. With Agency Bloc, we have the privilege of automation. ### 27. Happy Member of The Bloc **Rating:** 5.0/5.0 stars **Reviewed by:** Heather R. | Health Department Office Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** February 23, 2021 **What do you like best about AgencyBloc AMS+?** Agency Bloc is incredibly user-friendly as an agency management tool not only from a technology perspective, but the support team as well. The representatives at Agency Bloc are at my fingertips to get immediate, consistent and knowledgeable assistance. I am able to count on seeing the same familiar names pop up in chat, emails, and at user meetup. This is incredibly reassuring for a company servicing thousands of health insurance clients. If I don't know how to pull information from my data, the members of the team are trusted colleagues that will construct solutions, training and anything else that we need to succeed! The platform itself is quick and easy for every line in my team - from producer, CSR, admins, and commissions personnel, it is a system that is quickly picked up and direct with it's data points. This system is a vast improvement over other clunky databases. **What do you dislike about AgencyBloc AMS+?** There are just a few areas of the technology that I wish were improved. While the system is well built and offers customization to our needs, there are a few places where we have suggested we need tweaks to allow fields for specific common data points that have not yet been built. Secondly, the ability to more easily obtain data flow directly from Carriers into Agency Bloc, eliminating the need for manual data entry or repeated uploading is something we are counting on being in development soon. The insurance carriers are all over the map when it comes to conformity of data, but Agency Bloc is just the type of cutting edge, creative and driven company to break into this industry-wide problem and become a data hero! Something we would prefer is if the workflows involving use of Agency Bloc controlled emails is the ability to have more bells and whistles available in the email itself. Allowing graphics, templates, formatting and other tools (think Constant Contact) would allow for more professional and state of the art communication with our clients. We are company embracing video, photos, and other means to hold our clients attention and be relevant in the digital world. **What problems is AgencyBloc AMS+ solving and how is that benefiting you?** Just in the past year we have added the commission features to our processes and are finding this to be come easier and easier as time passes. It was a hurdle for our company for a while, but it's coming along and we hope to be able to fully utilize the benefits of those features soon. Being able to tell when we have not been paid correctly by a carrier is a powerful tool that can give us an edge with keeping our financials accurate and put us in an even better position to acquire more business. We are already beginning to see more consistent data in this area allowing us to be more efficient with time and finding costly omissions faster. ### 28. The process was simple... even fun! **Rating:** 5.0/5.0 stars **Reviewed by:** Marci D. | B, Small-Business (50 or fewer emp.) **Reviewed Date:** February 22, 2021 **What do you like best about AgencyBloc AMS+?** I like being uber-organized! Now that the first spreadsheets are well done being uploaded, I find myself using the Activities and Notes tabs most often. The Reports capability is very good and can quickly compile information I need in a snap. Having all the space and flexibility in creating a contact/adding details is nice as well. Assigning categories and priorities and the next mode of contact are helpful features. I can even assign a follow-up user other than myself. **What do you dislike about AgencyBloc AMS+?** This CRM does everything we need it to do. We have 6 people in our office using a different primary function but we can all build on the same task(s). It has really helped our team's cohesion in regards to getting and staying organized. **Recommendations to others considering AgencyBloc AMS+:** Set aside time to really focus on the information that is going to be uploaded with the first spreadsheet. Expect it to take some time- if you want quality reports later. **What problems is AgencyBloc AMS+ solving and how is that benefiting you?** Time saved!!!!! ### 29. Review of AgencyBloc with Updates **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** October 05, 2021 **What do you like best about AgencyBloc AMS+?** Agent month-end statements are much easier to process and balance each month. **What do you dislike about AgencyBloc AMS+?** I always ran a statement after each upload of commissions per company to reconcile any differences and now it adds the entire month together. **What problems is AgencyBloc AMS+ solving and how is that benefiting you?** When I cannot balance per check, alot of manual work involved now. Love the locking feature for month-end statements. The manual entry process is much easier and the search is also much easier. ### 30. Excellent CRM Tool **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Hospital & Health Care | Small-Business (50 or fewer emp.) **Reviewed Date:** December 28, 2020 **What do you like best about AgencyBloc AMS+?** They system is complete and you can manage an entire book of business, along with all of the administration pieces that are critical to the day to day business. The ability to upload documents and attach email related to tasks at hand. **What do you dislike about AgencyBloc AMS+?** Nothing! The system can do so much that we are just starting to utilize as a new company in 2017. **Recommendations to others considering AgencyBloc AMS+:** If you are a new agency and just starting up, this is the tool for you! Easy to use, great support, video and webinars that help you become familiar and train to use for what steps you are at in the building process. Simple to change and make your own. **What problems is AgencyBloc AMS+ solving and how is that benefiting you?** Keeping all ongoing emails, tasks and updates in one place allows all involved in the management of accounts to be up to date and current with what the Client is needing. ### 31. AgencyBloc keeps the agency up to date and in sync. **Rating:** 4.0/5.0 stars **Reviewed by:** Corinne W. | Implementation Lead, Small-Business (50 or fewer emp.) **Reviewed Date:** July 02, 2020 **What do you like best about AgencyBloc AMS+?** I like the reporting capabilities, the ability to assign tasks, automatic workflows and stay on top of my day to day paperwork and needs. **What do you dislike about AgencyBloc AMS+?** Cannot reorganize tasks, create checklist items for secondary task workflow/follow up and the inability to customize the dashboard information shown for the users needs. **Recommendations to others considering AgencyBloc AMS+:** Agencybloc is user friendly and able to assist in the set up of your needs right off the bat. It integrates with Outlook and other enrollment management tools so do your research. In addition it is constantly evolving to make it even more user friendly and allows for automated workflows to allow you to not have to worry about reoccurring work and upcoming items/marketing needs. **What problems is AgencyBloc AMS+ solving and how is that benefiting you?** It is my belief our agency has clean up commission in a much more manageable way (I personally do not deal with the commission aspect, but am familiar with how far the reporting and clean up has come since switching to Agency Bloc). It has allowed me to be more targeted, follow up with others on my team and pinpoint issues right away with better tracking and ability to support one another. ### 32. Very Easy to use, Great Customer Service **Rating:** 4.0/5.0 stars **Reviewed by:** Rebecca C. | Small-Business (50 or fewer emp.) **Reviewed Date:** June 18, 2020 **What do you like best about AgencyBloc AMS+?** Very easy to use & Great customer Service **What do you dislike about AgencyBloc AMS+?** When importing commissions, being able to charge back one agent and pay a different agent on the same policy without having to create a one time adjustment. **What problems is AgencyBloc AMS+ solving and how is that benefiting you?** storing of hard copies and ease of processing commissions ### 33. Agency bloc is great platform and has really helped grow my business. **Rating:** 5.0/5.0 stars **Reviewed by:** Justin C. | Small-Business (50 or fewer emp.) **Reviewed Date:** September 17, 2020 **What do you like best about AgencyBloc AMS+?** automated workflow and the email marketing. **What do you dislike about AgencyBloc AMS+?** having to manually type in my new customers into the platform **Recommendations to others considering AgencyBloc AMS+:** engage the account executives and engage them **What problems is AgencyBloc AMS+ solving and how is that benefiting you?** being able to get to many customers in short amount of time. ### 34. Helps you service clients more efficiently and effectively **Rating:** 4.0/5.0 stars **Reviewed by:** Darci K. | Insurance Specialist, Small-Business (50 or fewer emp.) **Reviewed Date:** August 20, 2019 **What do you like best about AgencyBloc AMS+?** I love how easy it is to categorize my clients and track their benefit plans and enter in contact and interactions with them. The layout is appealing and it is very easy to maneuver within the system. I love to be able to schedule follow-up appointments or activities and the process is completely smooth. **What do you dislike about AgencyBloc AMS+?** The only downside I've experienced thus far is the lack of integration with other systems. This would be a huge enhancement and save much time if the information in the website could translate to other programs I utilize. **What problems is AgencyBloc AMS+ solving and how is that benefiting you?** We are able to easily access client ### 35. Best management software for life and health insurance policies. **Rating:** 5.0/5.0 stars **Reviewed by:** Purity M. | Health Director, Insurance, Mid-Market (51-1000 emp.) **Reviewed Date:** August 24, 2019 **What do you like best about AgencyBloc AMS+?** I like how this software can be scaled to meet the needs of agencies with a low monthly pricing model based on the number of users. **What do you dislike about AgencyBloc AMS+?** The software has not presented any drawback although easier access to attachments should be considered. **Recommendations to others considering AgencyBloc AMS+:** For those intending to venture into insurance business,I would recommend them to use this software in management of life and health insurance agencies. **What problems is AgencyBloc AMS+ solving and how is that benefiting you?** We are looking for a more effective way to increase company's profitability as well as enhancing customer satisfaction and controlling of cost in today's competitive market. The software has helped us track policies,manage agents and their commissions. It has also helped to analyze business performance. ### 36. Great for keeping organized **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** February 13, 2019 **What do you like best about AgencyBloc AMS+?** AB is great for keeping up with client records as well as keeping up with action items to be completed for clients. The due date function and, easy-to-navigate dashboard are two of the best features. **What do you dislike about AgencyBloc AMS+?** There's no easy way to create to-do's to be completed within the program, and so our company had to come up with our own specific system for logging outstanding tasks. This is not a dealbreaker, but having a built in to-do system could be a great addition to the program. **Recommendations to others considering AgencyBloc AMS+:** Definitely do your research into the product, and if you decide to pull the trigger on it, develop specific processes based on the needs of your office in order to keep everything organized. It's a great database for critical information, but its value is based on discipline and clarity of procedure. **What problems is AgencyBloc AMS+ solving and how is that benefiting you?** AgencyBloc lets us stay on top of client concerns and keep up with what needs to be done to meet their needs. Its note-taking system is incredibly important, as it allows anyone in our office to complete tasks by picking up where the previous person left off. We keep our clients happy and ensure that everything is running smoothly with their policies. ### 37. Useful **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** April 07, 2019 **What do you like best about AgencyBloc AMS+?** The great thing about this product is that it will allow you to set specific reminders and add in special notes for everyone you have in the system **What do you dislike about AgencyBloc AMS+?** That face it only shows you on the recents tabs; about the previous 7 people on there. It doesn’t seed scheduled emails or anything. Super simple **Recommendations to others considering AgencyBloc AMS+:** It varies by user needs **What problems is AgencyBloc AMS+ solving and how is that benefiting you?** It fully subjects to the prospect and all the given info one would need to follow up next year ### 38. AgencyBloc is a great way to track current business and control leads. **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** January 17, 2018 **What do you like best about AgencyBloc AMS+?** The ability to enter relevant information **What do you dislike about AgencyBloc AMS+?** I don't like the steps in commission tracking **Recommendations to others considering AgencyBloc AMS+:** It is a very good way to keep track of business and prospects, but not easy to get answers from AgencyBloc. Tracking commissions is not convenient. **What problems is AgencyBloc AMS+ solving and how is that benefiting you?** Seamlessly tracking activities with clients. Good notes and activities entered make it easier to handle issues. ### 39. Agencybloc CRM has helped us deliver better results for clients **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.) **Reviewed Date:** May 24, 2019 **What do you like best about AgencyBloc AMS+?** Easy to keep track of leads in and prospects and move them through the sales funnel **What do you dislike about AgencyBloc AMS+?** Can get a bit pricey at times depending on the size of your team **What problems is AgencyBloc AMS+ solving and how is that benefiting you?** Commissions tracking and sales ### 40. My experience with AgencyBloc has been excellent **Rating:** 5.0/5.0 stars **Reviewed by:** Heather C. | Licensed Insurance Agent/Web Design, Information Technology and Services, Small-Business (50 or fewer emp.) **Reviewed Date:** January 19, 2018 **What do you like best about AgencyBloc AMS+?** Having our clients policy information, copies of applications, and records of correspondence available, with just a few keystrokes, is amazing. **What do you dislike about AgencyBloc AMS+?** Searches are still a little basic. Having a more in depth ability to search would be ideal. **What problems is AgencyBloc AMS+ solving and how is that benefiting you?** No more searching through paper files. Client information is always available, when needed. ### 41. Use agency bloc for our customer database **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** January 17, 2018 **What do you like best about AgencyBloc AMS+?** Able to search individuals and have access to policy information. **What do you dislike about AgencyBloc AMS+?** Would like easier access to attachments. **Recommendations to others considering AgencyBloc AMS+:** Great tool for maximizing current client potential, as well as creating future sales. **What problems is AgencyBloc AMS+ solving and how is that benefiting you?** Able to run reports for future sales. Also able to create customer lists for different products or locations. ### 42. Amazingly Simple, Robust and Growing with New Features **Rating:** 5.0/5.0 stars **Reviewed by:** William A. | Financial Protection & Income Generation Strategist, Financial Services, Small-Business (50 or fewer emp.) **Reviewed Date:** December 22, 2016 **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. **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. **Recommendations to others considering AgencyBloc AMS+:** Unless carrier downloads are a requirement for you (which AB does not support), this is the only software I would recommend and we have tried many packages. Besides, they are priced right and care about their clients. They actually listen to agents who give legitimate feedback to help the system grow. The other companies we've checked into aren't really interested in hearing this. **What problems is AgencyBloc AMS+ solving and how is that benefiting you?** Commission tracking, policy tracking and automation for activities is great. ## AgencyBloc AMS+ Discussions - [What is AgencyBloc used for?](https://www.g2.com/discussions/what-is-agencybloc-used-for) - [View AgencyBloc AMS+ pricing details and edition comparison](https://www.g2.com/products/agencybloc-ams/reviews?section=pricing&secure%5Bexpires_at%5D=2026-05-14+21%3A03%3A28+-0500&secure%5Bsession_id%5D=e6186597-0993-41c1-ac3d-acc3d7c2cd84&secure%5Btoken%5D=1fba12980aed46d201e4cbc7734e7610d5265fc0dd2c7b1fb3ef6bb6e4847f6e&format=llm_user) ## AgencyBloc AMS+ Integrations - [Redtail Technology](https://www.g2.com/products/redtail-technology/reviews) ## AgencyBloc AMS+ Features **Platform Administration** - Task Management - Email Integration - Sales Tools - Commissions - Contact Management **Administration** - Contact Management - Commissions - Sales Tools - Reporting & Dashboards - Email Integration - Task Management **Platform Basics** - Reporting **Insurance Documentation** - Claims Management - Policy Management - Invoicing & Receipts - Electronic Signatures **Platform Documentation** - Policy Management ## Top AgencyBloc AMS+ Alternatives - [AgencySmart](https://www.g2.com/products/agencysmart/reviews) - 4.8/5.0 (38 reviews) - [NextAgency](https://www.g2.com/products/nextagency/reviews) - 4.8/5.0 (37 reviews) - [Applied Epic](https://www.g2.com/products/applied-epic/reviews) - 4.4/5.0 (1,552 reviews)