AgencyBloc AMS+ vs Cloudsquare
AgencyBloc AMS+
agencybloc.com
Cloudsquare
cloudsquare.ioSide by side
| Figure | AgencyBloc AMS+ | Cloudsquare |
|---|---|---|
| Price from | $109/mo | $75/mo |
| Free plan | — | — |
| Free trial | Yes | — |
| Open source | — | — |
| Web | Yes | Yes |
| Android | Yes | — |
| API | Yes | Yes |
| Plans published | 3 | 1 |
| Spec score · Financial Services CRM Software | 9.0 (#2) | 7.7 (#20) |
| AI features | Yes | Cloudsquare AI includes application capture, cash flow intelligence, file identification, and a lender decision inbox. |
| Founded | 2008 | 2018 |
| Integrations | The pricing page lists quoting and enrollment integrations including Connecture, Ease, Employee Navigator, Lead Advantage Pro, SunFire, and HealthSherpa for Medicare. | Cloudsquare is built natively on Salesforce and says AppExchange apps for e-signature, telephony, and analytics can be installed. |
| Purpose | AMS+ is an agency management system built for health insurance organizations, including independent agencies and wholesale IMO/FMOs. | Cloudsquare is a Salesforce-native AI lending platform for brokers and lenders that manages operations from application through final payment. |
| Security | AgencyBloc says its solutions, including AMS+, are HIPAA-compliant and backed by a SOC 2 Type II report. | Cloudsquare's About page says its platform has SOC 2 and ISO 27001 compliance, full encryption, uptime guarantees, and customizable access controls. |
| Who it serves | The product is described for agencies selling group benefits, ACA health insurance, Medicare, life insurance, or a mix of those lines. | Cloudsquare describes its platform as built for lending organizations, including brokers, lenders, brokerages, and ISOs. |
Plans
AgencyBloc AMS+
- Grow$109 a month
- AcceleratePriced on request
- ElevatePriced 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.
Cloudsquare
Cloudsquare has no write-up on Specifiction yet; its figures are above.