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AgencyBloc is an agency management platform (AMS+) built for health, life, and benefits insurance agencies, combining CRM, commission tracking and processing, quoting, and automated workflows to help agencies manage clients, policies, commissions, and growth. It focuses on the specific needs of health and life insurance agencies rather than property and casualty.
The platform provides client and policy management, commission tracking and processing (a key pain point for insurance agencies), a CRM with lead and sales management, quoting, automated workflows, and reporting, tailored to the health, life, and benefits insurance space. Its commission-processing capabilities and industry focus distinguish it for these agency types.
AgencyBloc pricing is not fully transparent (contact for a quote), with reported starting points around 59 to 109 dollars per user per month depending on the plan and configuration, plus potential add-on costs, and a free trial. It suits small to mid-sized health, life, and benefits insurance agencies. Aimed at insurance agencies, it competes with Applied Epic, EZLynx, HawkSoft, NowCerts, and Better Agency.
Pricing Model
subscription
Starting Price
$65/mo
Free Options
Free trial
| Feature | AMS+ | Plus | Enterprise |
|---|---|---|---|
| Per user | — | — | |
| Client and policy management | — | — | |
| Insurance CRM | — | — | |
| Commission tracking | — | — | |
| Workflow automation | — | — | |
| Custom quote | — | — | |
| Commission processing | — | — | |
| Advanced automation | — | — | |
| More features | — | — | |
| For growing agencies | — | — | |
| Custom pricing | — | — | |
| Advanced capabilities | — | — | |
| More users | — | — | |
| Priority support | — | — | |
| Larger agencies | — | — |
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API Types
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Compliance Standards
SOC 2 Type II
EnterpriseISO 27001
EnterpriseGDPR Compliant
GlobalHIPAA
HealthcarePCI DSS
FinanceCCPA
PrivacyFedRAMP
GovernmentCSA STAR
CloudDeployment & Data
Data Residency Options
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