AgencyBloc AMS+ vs Velocify
AgencyBloc AMS+
agencybloc.comVelocify
mortgagetech.ice.comSide by side
| Figure | AgencyBloc AMS+ | Velocify |
|---|---|---|
| Price from | $109/mo | — |
| Free plan | — | — |
| Free trial | Yes | — |
| Open source | — | — |
| Web | Yes | Yes |
| Android | Yes | — |
| API | Yes | — |
| Plans published | 3 | 1 |
| Spec score · Financial Services CRM Software | 9.0 (#2) | 6.7 (#27) |
| Founded | 2008 | 2000 |
| Headquarters | Iowa, USA | Pleasanton, California, United States |
| Lead management | Lead forms, lead importing, pipeline dashboards, automated workflows, assignment and routing are included in the feature set. | LeadManager retrieves mortgage leads from over 1,400 integrated sources and offers automated distribution, intelligent routing and lead prioritization. |
| Purpose | AMS+ is an agency management system built for health insurance organizations, including independent agencies and wholesale IMO/FMOs. | Velocify is a sales acceleration platform built for mortgage lenders to improve productivity, lead conversion and loan closing. |
| Reporting | Every AMS+ account includes analytics plus standard and custom reporting. | LeadManager and Dial-IQ provide dashboards and reporting for sales funnels, lead sources, call activity and campaign performance. |
| Security | AgencyBloc says its solutions, including AMS+, are HIPAA-compliant and backed by a SOC 2 Type II report. | ICE says it conducts regular security testing and independent penetration tests, and annual SOC 1 and SOC 2 audits across various product offerings; reports are available to customers through its TPRM Portal. |
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.
Velocify
Velocify has no write-up on Specifiction yet; its figures are above.