AgencyBloc AMS+ vs Shape
AgencyBloc AMS+
agencybloc.com
Shape
setshape.comSide by side
| Figure | AgencyBloc AMS+ | Shape |
|---|---|---|
| Price from | $109/mo | — |
| Free plan | — | — |
| Free trial | Yes | — |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | — | Yes |
| Android | Yes | Yes |
| API | Yes | — |
| Plans published | 3 | 3 |
| Spec score · Financial Services CRM Software | 9.0 (#2) | 7.0 (#25) |
| Automation | Built-in workflows can automate communications and tasks related to prospects, client retention, and policy renewals. | Shape supports open REST APIs, real-time webhooks, and no-code automation through Zapier and Make. |
| Founded | 2008 | 2009 |
| Headquarters | Iowa, USA | Irvine, California, United States |
| Marketing | The platform provides text messaging, email marketing, landing pages and optional insurance agency websites. | Shape includes pre-made flyers, emails, landing pages, social media tools, and campaigns for every stage of the loan process. |
| Security | AgencyBloc says its solutions, including AMS+, are HIPAA-compliant and backed by a SOC 2 Type II report. | Shape states that it has SOC 2 Type I and Type II reports, SOC 1 Type II, HIPAA, PIPEDA, and PHIPA compliance practices. |
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.