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AgencyBloc AMS+

agencybloc.com

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Spec score 9.1 #1 of 15 in Insurance Software

What it is

AgencyBloc AMS+ is a cloud agency management system for health insurance organizations, including independent agencies and wholesale IMO/FMOs. Its CRM tracks clients, policies, tasks, and interactions, linking policy records with client, agent, and carrier records. Workflows automate communications and tasks for prospects, client retention, and renewals. Compliance tools cover Scope of Appointment, ACA consent and attestations, broker compensation, and phone recordings. Accounts include analytics plus standard and custom reporting. Listed integrations include Connecture, Ease, Employee Navigator, Lead Advantage Pro, SunFire, HealthSherpa for Medicare, RetireFlo, Zapier, email forwarding, and Microsoft Outlook Sync. The product lists AI features, compliance workflows, opportunity management, audit trails, and email and calendar sync. AgencyBloc says its solutions are HIPAA-compliant and backed by a SOC 2 Type II report. Customers own their data and can export Excel or CSV files. AMS+ is web-based, paid, and priced on request. Grow lists automated servicing and lead workflows, click-to-text, and text messaging; Accelerate and Elevate list premium versions. Insurance agency websites cost extra.

Spec sheet

What it does
AMS+ is a cloud agency-management and CRM system for health, Medicare, benefits and senior insurance organizations.Read 15 Oct 2026 · agencybloc.com
Purpose
AMS+ is an agency management system built for health insurance organizations, including independent agencies and wholesale IMO/FMOs.Read 7 Oct 2026 · agencybloc.com
Integrations
The pricing page lists quoting and enrollment integrations including Connecture, Ease, Employee Navigator, Lead Advantage Pro, SunFire, and HealthSherpa for Medicare.Read 7 Oct 2026 · agencybloc.com
Security
AgencyBloc says its solutions, including AMS+, are HIPAA-compliant and backed by a SOC 2 Type II report.Read 7 Oct 2026 · agencybloc.com
Compliance
The product includes tools for Scope of Appointment, ACA Consent to Contact, ACA Attestations, broker compensation, and phone recordings.Read 7 Oct 2026 · agencybloc.com
Headquarters
Iowa, USARead 28 Sep 2026 · agencybloc.com
Founded
2008Read 28 Sep 2026 · agencybloc.com
Activity tracking
An activity calendar and task tools organize follow-ups and agency work.Read 15 Oct 2026 · agencybloc.com
Agent management
AMS+ includes agent communication, task-management and license or insurance automation tools.Read 15 Oct 2026 · agencybloc.com
AI features
YesRead 20 Sep 2026 · agencybloc.com
API authentication
Zapier's AgencyBloc connector uses API keys; account owners and users with Manage Users permission can create them.Read 15 Oct 2026 · help.zapier.com
API limits
Zapier's help page states there are no AgencyBloc token or webhook-subscription limits and that custom fields are supported.Read 15 Oct 2026 · help.zapier.com
Automation
Built-in workflows can automate communications and tasks related to prospects, client retention, and policy renewals.Read 7 Oct 2026 · agencybloc.com
Backups
Stored data and attachments are written to multiple locations instantly, backed up multiple times daily and held in multiple physical locations.Read 15 Oct 2026 · agencybloc.com
Centralized CRM
The system centralizes prospects, clients, policies, carriers, agents, tasks and communications.Read 15 Oct 2026 · agencybloc.com
Company founding and headquarters
AgencyBloc says it was founded in 2008 and is headquartered in Iowa; LinkedIn lists Cedar Falls, Iowa.Read 15 Oct 2026 · agencybloc.com
Company legal name
Crunchbase identifies the legal name as AgencyBloc, LLC.Read 15 Oct 2026 · crunchbase.com
Company size
LinkedIn lists AgencyBloc as a privately held software-development company with 51–200 employees.Read 15 Oct 2026 · linkedin.com
Compliance tools
Compliance capabilities cover electronic Scope of Appointment, ACA consent, ACA attestations, broker compensation and phone recordings.Read 15 Oct 2026 · agencybloc.com
CRM and policies
It provides CRM tools to track clients, policies, tasks, and interactions, with policy records linked to client, agent, and carrier records.Read 7 Oct 2026 · agencybloc.com
Data ownership
AgencyBloc says customers own their data and can export it in Excel or CSV formats.Read 15 Oct 2026 · agencybloc.com
Documentation and support
GetApp lists email/help-desk, chat, knowledge base, phone support, documentation, webinars, live online training and videos.Read 15 Oct 2026 · getapp.com
Funding and investors
Crunchbase lists Resurgens Technology Partners and Saratoga Partners among AgencyBloc's investors.Read 15 Oct 2026 · crunchbase.com
Hosting model
AgencyBloc describes the product as a SaaS platform and its terms refer to an AgencyBloc-hosted platform and subscription services.Read 15 Oct 2026 · agencybloc.com
Lead management
Lead forms, lead importing, pipeline dashboards, automated workflows, assignment and routing are included in the feature set.Read 15 Oct 2026 · agencybloc.com
Licence
Terms grant a non-transferable, non-exclusive right to use the service, reserve intellectual-property ownership to AgencyBloc and prohibit copying, hosting or reverse engineering.Read 15 Oct 2026 · agencybloc.com
Limit: activity clutter
G2 reviewers report that activities cannot be edited or deleted, which can clutter client records.Read 15 Oct 2026 · g2.com
Limit: onboarding
GetApp includes reviewer comments that onboarding was difficult and lacked sufficient support.Read 15 Oct 2026 · getapp.com
Limit: reporting learning curve
G2 reviewers say reporting and report customization can take substantial time to learn.Read 15 Oct 2026 · g2.com
Marketing
The platform provides text messaging, email marketing, landing pages and optional insurance agency websites.Read 15 Oct 2026 · agencybloc.com
Mobile app
AMS+ Talk & Text for Android lets Elevate subscribers make and receive calls, send texts, review voicemails and automatically log communications to AMS+ contacts.Read 15 Oct 2026 · play.google.com
Monitoring
The service is monitored in real time around the clock, including network, hosting and application anomalies.Read 15 Oct 2026 · agencybloc.com
News: Cloud Award
On January 13, 2026, AgencyBloc announced that AMS+ won The Cloud Awards' Cloud CRM Solution of the Year.Read 15 Oct 2026 · globenewswire.com
News: embedded AI
On June 30, 2026, AgencyBloc launched Client Snapshot beta, Voicemail Activity Generator beta and Ask AMS+ alpha inside AMS+.Read 15 Oct 2026 · agencybloc.com
Open API
AgencyBloc says AMS+ has an open API and documentation for custom integrations.Read 15 Oct 2026 · agencybloc.com
Other connections
The pricing page also lists RetireFlo for Medicare Rx and provider intake, Zapier, email forwarding, and Microsoft Outlook Sync.Read 7 Oct 2026 · agencybloc.com
Other integrations
The pricing matrix lists RetireFlo, Zapier, email forwarding and Microsoft Outlook synchronization.Read 15 Oct 2026 · agencybloc.com
Praise: customer support
GetApp reports a 4.9 support score and recurring comments that support is fast, knowledgeable, friendly and helpful.Read 15 Oct 2026 · getapp.com
Praise: ease of use and support
G2's review summary says users repeatedly praise ease of use, customer support and improved agency efficiency.Read 15 Oct 2026 · g2.com
Praise: organization
GetApp reviewers describe the product as user-friendly and efficient for organizing client information, commission work and daily workflows.Read 15 Oct 2026 · getapp.com
Pricing limits
Insurance agency websites are available for an additional cost separate from AMS+ package pricing.Read 7 Oct 2026 · agencybloc.com
Quoting integrations
Listed quoting and enrollment connections include Connecture, Ease, Employee Navigator, Lead Advantage Pro, SunFire and HealthSherpa Medicare.Read 15 Oct 2026 · agencybloc.com
Rating on G2
4.7 out of 5 from 42 reviewsRead 15 Oct 2026 · g2.com
Rating on GetApp
4.7 out of 5 from 129 reviewsRead 15 Oct 2026 · getapp.com
Reporting
Every AMS+ account includes analytics plus standard and custom reporting.Read 15 Oct 2026 · agencybloc.com
Security encryption
Accounts are password protected and data sent between a customer's computer and AgencyBloc is protected with SSL encryption.Read 15 Oct 2026 · agencybloc.com
Security monitoring
AgencyBloc says it monitors its service in real time, 24 hours a day, 365 days a year.Read 7 Oct 2026 · agencybloc.com
Security practices
The security page says accounts are password protected, data is SSL-encrypted in transit, and data is backed up across multiple locations.Read 7 Oct 2026 · agencybloc.com
Self-hosting
The terms describe AgencyBloc-hosted subscription services and do not provide a customer self-hosting option.Read 15 Oct 2026 · agencybloc.com
SOC 2
AgencyBloc says it completed a SOC 2 audit and received a clean SOC 2 Type II report.Read 15 Oct 2026 · agencybloc.com
Support and sales
The company invites prospective customers to schedule a demo and request customized pricing information.Read 7 Oct 2026 · agencybloc.com
System requirements
The terms require an account and other compatible system elements specified by AgencyBloc; the login page says Internet Explorer is unsupported and recommends Chrome, Firefox or Edge.Read 15 Oct 2026 · app.agencybloc.com
Who it serves
The product is described for agencies selling group benefits, ACA health insurance, Medicare, life insurance, or a mix of those lines.Read 7 Oct 2026 · agencybloc.com
Workflow automation
Built-in insurance-specific automation can manage prospect follow-up, client retention and policy renewals.Read 15 Oct 2026 · agencybloc.com

Plans and prices

Grow $109 a month per user per month; starting price 1 user · automated servicing workflows Basic · click-to-text Basic · automated lead workflows Basic · text messaging Basic Read 15 Oct 2026 · g2.com
Accelerate Priced on request Request customized pricing Premium automated servicing workflows · Premium click-to-text · Premium automated lead workflows · Premium text messaging Read 15 Oct 2026 · agencybloc.com
Elevate Priced on request Request customized pricing Premium automated servicing workflows · Premium click-to-text · Premium automated lead workflows · Premium text messaging · AMS+ Talk & Text mobile access Read 15 Oct 2026 · agencybloc.com

Every AgencyBloc AMS+ plan and price →

Strong points and limits

Strong points

  • CRM links policies to client, agent, and carrier
  • Compliance workflows included
  • Standard and custom reporting
  • Excel and CSV data export
  • HIPAA-compliant solutions stated

Limits

  • Pricing available only on request
  • Agency websites cost extra
  • Cloud web deployment only

Who it suits

It suits agencies selling group benefits, ACA, Medicare, life insurance, or mixed lines. Teams needing compliance workflows, policy-linked CRM records, and automated servicing can request a demo and customized pricing.

Verdict

AMS+ combines insurance-focused CRM, compliance, workflow automation, reporting, and integrations for agencies. Its paid pricing and separate website cost require a direct quote before selection.

Where Specifiction places it

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