AgencyBloc AMS+ vs Applied Epic for Salesforce
AgencyBloc AMS+
agencybloc.comApplied Epic for Salesforce
www1.appliedsystems.comSide by side
| Figure | AgencyBloc AMS+ | Applied Epic for Salesforce |
|---|---|---|
| Price from | $109/mo | — |
| Free plan | — | — |
| Free trial | Yes | — |
| Open source | — | — |
| Web | Yes | Yes |
| Android | Yes | — |
| API | Yes | Yes |
| Plans published | 3 | 1 |
| Spec score · Insurance Software | 9.1 (#1) | 8.1 (#2) |
| Spec score · Insurance CRM Software | 9.1 (#3) | 8.1 (#18) |
| Company legal name | Crunchbase identifies the legal name as AgencyBloc, LLC. | Crunchbase identifies the legal entity as Applied Systems, Inc. |
| Founded | 2008 | 1983 |
| Headquarters | Iowa, USA | University Park, Illinois, United States |
| Purpose | AMS+ is an agency management system built for health insurance organizations, including independent agencies and wholesale IMO/FMOs. | Applied Epic for Salesforce is an insurance sales and marketing application that connects Salesforce with Applied Epic so sales and servicing teams can work across synced platforms. |
| Reporting | Every AMS+ account includes analytics plus standard and custom reporting. | The product includes dashboards and more than 50 insurance reports for P&C and Benefits books of business. |
| Security | AgencyBloc says its solutions, including AMS+, are HIPAA-compliant and backed by a SOC 2 Type II report. | Applied Systems says Applied Epic is in scope for its semi-annual SOC 2 Type 2 audits, which cover security, availability, and confidentiality. |
| What it does | AMS+ is a cloud agency-management and CRM system for health, Medicare, benefits and senior insurance organizations. | Applied Epic for Salesforce connects Salesforce with Applied Epic so insurance sales, marketing and servicing teams can work from synchronized data. |
Plans
AgencyBloc AMS+
- Grow$109 a month
- AcceleratePriced on request
- ElevatePriced on request
Applied Epic for Salesforce
- Applied Epic for SalesforcePriced on request
In their own words
AgencyBloc AMS+
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.
Applied Epic for Salesforce
Applied Epic for Salesforce has no write-up on Specifiction yet; its figures are above.