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AgencyBloc AMS+ description
AgencyBloc AMS+ is a software platform designed specifically for health, benefits, and senior insurance agencies in the USA. It helps manage sales, client information, and policies in one system. Key features include tools for sales, customer service, policy management, and staying compliant with regulations. It aims to help insurance agencies streamline their operations, sell more policies, and improve client retention. AgencyBloc is well-regarded in the industry and used by both small and large insurance agencies.
Who is AgencyBloc AMS+ best for
AgencyBloc AMS+ streamlines sales, client data, and policy management for insurance agencies. Users praise its comprehensive data storage, user-friendly interface, and helpful customer support. However, some find the email marketing features limited and switching between screens cumbersome. Ideal for small to midsize health, senior, and benefits insurance agencies in the USA seeking efficient workflows and improved client retention.
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Best for small to midsize agencies seeking growth.
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Specifically designed for health, senior, and benefits insurance agencies in the USA.
AgencyBloc AMS+ features
Supported AgencyBloc AMS+ supports automated management of policy renewals. |
Supported Client-related documents, like applications and policies, can be stored. |
Supported AgencyBloc AMS+ supports compliance monitoring with tools for managing and automating compliance tasks. |
Supported AgencyBloc AMS+ automates workflows, saving time and eliminating redundant tasks. |
Supported AgencyBloc AMS+ stores client details, policies, and communication logs. |
We evaluate the sentiment that users express about non-functional aspects of the software
Customer Service
Ease of Use
AgencyBloc AMS+ reviews
We've summarised 166 AgencyBloc AMS+ reviews (AgencyBloc AMS+ Software Advice reviews, AgencyBloc AMS+ Capterra reviews and AgencyBloc AMS+ G2 reviews) and summarised the main points below.
- Workflow feature helps manage sales opportunities effectively.
- Comprehensive policy information and data storage.
- Excellent customer support, readily available and helpful.
- User-friendly interface and easy navigation.
- Commissions tracking module saves time and reduces errors.
- Automated features improve agency efficiency.
- Customizable reports cater to specific needs.
- Automated birthday emails well-received by clients.
- Activities feature facilitates internal communication, especially for remote teams.
- Easy data import and setup process.
- Limited email marketing features, lacking spellcheck and test email capabilities.
- Difficulty customizing workflows and removing unnecessary fields.
- Screen switching between features can be cumbersome.
- Email integration limited outside of Microsoft, causing issues with Gmail.
- Inability to edit or delete activities, leading to clutter.
- Limited customization options for screen elements and color-coding.
- Manual saving of information required, not automatic.
- Some reporting features can be cumbersome to set up.
- Limited integrations with other platforms like Lead Advantage Pro
AgencyBloc AMS+ pricing
The commentary is based on 12 reviews from AgencyBloc AMS+ Capterra reviews and AgencyBloc AMS+ G2 reviews.
Users generally find AgencyBloc AMS+ pricing reasonable and worthwhile, especially considering its features and customer support. Some consider it affordable, even suggesting they wouldn't mind paying more. The pricing model scales with the number of users, making it suitable for agencies of various sizes.
Users sentiment
See the AgencyBloc AMS+ pricing page.
AgencyBloc AMS+ alternatives
AgencyBloc AMS+ FAQ
AgencyBloc AMS+ is a management platform for US health, benefits, and senior insurance agencies. It streamlines sales, client data, and policy management, boosting efficiency and client retention. Features include automated workflows, compliance monitoring, and comprehensive reporting.
What is AgencyBloc AMS+ and what does AgencyBloc AMS+ do?
AgencyBloc AMS+ is a management platform for US health, benefits, and senior insurance agencies. It streamlines sales, client data, and policy management, boosting efficiency and client retention. Features include automated workflows, compliance monitoring, and comprehensive reporting.
AgencyBloc AMS+ integrates with fewer platforms than some competitors. While it offers email integration, users report this is limited outside of Microsoft. It also lacks integration with some industry-specific tools.
How does AgencyBloc AMS+ integrate with other tools?
AgencyBloc AMS+ integrates with fewer platforms than some competitors. While it offers email integration, users report this is limited outside of Microsoft. It also lacks integration with some industry-specific tools.
Alternatives to AgencyBloc AMS+ include EZLynx, Applied Epic, AgencySmart, and NextAgency. These platforms offer similar functionalities, such as client management, policy tracking, and sales process automation, catering to insurance agencies' needs.
What the main competitors of AgencyBloc AMS+?
Alternatives to AgencyBloc AMS+ include EZLynx, Applied Epic, AgencySmart, and NextAgency. These platforms offer similar functionalities, such as client management, policy tracking, and sales process automation, catering to insurance agencies' needs.
Yes, AgencyBloc AMS+ is a legitimate software platform. It's designed for health, benefits, and senior insurance agencies in the USA, offering tools for sales, client management, and policy administration to improve efficiency and client retention. It is well-regarded, especially for its user-friendly interface and helpful customer support.
Is AgencyBloc AMS+ legit?
Yes, AgencyBloc AMS+ is a legitimate software platform. It's designed for health, benefits, and senior insurance agencies in the USA, offering tools for sales, client management, and policy administration to improve efficiency and client retention. It is well-regarded, especially for its user-friendly interface and helpful customer support.
I cannot find pricing information for AgencyBloc AMS+. Contact the vendor directly to obtain specific pricing details and determine if the product's features and functionalities align with your needs and budget.
How much does AgencyBloc AMS+ cost?
I cannot find pricing information for AgencyBloc AMS+. Contact the vendor directly to obtain specific pricing details and determine if the product's features and functionalities align with your needs and budget.
AgencyBloc AMS+ customers generally praise the excellent and readily available customer support. Users highlight the helpful and knowledgeable support team, quick response times, and personalized assistance. While some report initial difficulty with setup or specific features, the positive support experience appears to mitigate these challenges.
Is AgencyBloc AMS+ customer service good?
AgencyBloc AMS+ customers generally praise the excellent and readily available customer support. Users highlight the helpful and knowledgeable support team, quick response times, and personalized assistance. While some report initial difficulty with setup or specific features, the positive support experience appears to mitigate these challenges.
Reviewed by
Michal has worked at startups for many years and writes about topics relating to software selection and IT management. As a former consultant for Bain, a business advisory company, he also knows how to understand needs of any business and find solutions to its problems.
Tymon is a seasoned CTO who loves finding the perfect tools for any task. He recently headed up the tech department at Batmaid, a well-known Swiss company, where he managed about 60 software purchases, including CX, HR, Payroll, Marketing automation and various developer tools.
An AI tool that observes your work, finds inefficiencies, and suggests smarter ways to do things. Maybe you can use your tools better, automate tasks, or switch software.