AgencyBloc AMS+ vs InsuredMine
AgencyBloc AMS+
agencybloc.com
InsuredMine
insuredmine.comSide by side
| Figure | AgencyBloc AMS+ | InsuredMine |
|---|---|---|
| Price from | $109/mo | $69/mo |
| Free plan | — | Yes |
| Free trial | Yes | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | — | Yes |
| Android | Yes | Yes |
| API | Yes | Yes |
| Plans published | 3 | 5 |
| Spec score · Financial Services CRM Software | 9.0 (#2) | 9.0 (#3) |
| Spec score · Insurance CRM Software | 9.1 (#3) | 9.0 (#5) |
| AI features | Yes | Listed AI capabilities include a voice agent, smart summaries, translation, account and pipeline insights, Book IQ, account briefs, email intelligence, deal prediction, and next best actions. |
| Company legal name | Crunchbase identifies the legal name as AgencyBloc, LLC. | Crunchbase lists the legal name as InsuredMine, Inc. |
| Data ownership | AgencyBloc says customers own their data and can export it in Excel or CSV formats. | The pricing FAQ says agency customers own their data and can add or remove users from a subscription. |
| Headquarters | Iowa, USA | Richardson, Texas, United States |
| Integrations | The pricing page lists quoting and enrollment integrations including Connecture, Ease, Employee Navigator, Lead Advantage Pro, SunFire, and HealthSherpa for Medicare. | Listed integrations include Applied Epic, AMS360, HawkSoft, NowCerts, Sagitta, QQCatalyst, Evo, RingCentral, Twilio, Stripe, QuoteRUSH, Canopy Connect and Zapier. |
| 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. | The client-facing mobile app supports policy management, bill payment, quote requests, information updates, accident assistance, and insurance card storage. |
| Praise: customer support | GetApp reports a 4.9 support score and recurring comments that support is fast, knowledgeable, friendly and helpful. | Reviewers repeatedly praise responsive customer service, helpful training and staff who explain features and resolve issues. |
| Rating on G2 | 4.7 out of 5 from 42 reviews | 4.7 out of 5 from 16 reviews |
| Rating on GetApp | 4.7 out of 5 from 129 reviews | 4.7 out of 5 from 23 reviews |
| Security | AgencyBloc says its solutions, including AMS+, are HIPAA-compliant and backed by a SOC 2 Type II report. | InsuredMine states that it is SOC 2 Type II certified. |
| What it does | AMS+ is a cloud agency-management and CRM system for health, Medicare, benefits and senior insurance organizations. | InsuredMine is an AI-powered CRM and system-of-action for independent insurance agencies that works alongside an agency-management system. |
Plans
AgencyBloc AMS+
- Grow$109 a month
- AcceleratePriced on request
- ElevatePriced on request
InsuredMine
- EnterpriseFree
- 14-day trial$1, paid once
- Small Agency User$69 a month
- Basic$89 a month
- User LicensePrice not published
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.
InsuredMine
InsuredMine is an AI-powered CRM for insurance agencies that works alongside an agency management system. Sales tools include pipelines, opportunities, goal and task management, and Account 360. Engagement features include drip campaigns, automation, work email, contact lists, templates, Google Reviews, reputation tools, NPS and eSignatures. Its listed AI capabilities include a voice agent, summaries, translation, account and pipeline insights, Book IQ, account briefs, email intelligence, deal prediction and next best actions. Integrations include Applied Epic, AMS360, HawkSoft, NowCerts, QQCatalyst, Sagitta, EZLynx, RingCentral, Stripe and Zapier. The integrations page describes two-way sync for multiple agency management system integrations, including Evo and NowCerts. A client-facing mobile app supports policy management, bill payment, quote requests, information updates, accident assistance and insurance card storage. InsuredMine states it is SOC 2 Type II certified. The 14-day trial includes email, texts, sales pipelines and integrations except agency management systems. The pricing note lists plans from $219/mo (annual); specific prices for the listed User License and Enterprise plans are not provided.