AgencyBloc

AgencyBloc builds software for insurance agencies that sell health, life, Medicare and group benefits products. Its core product, AMS+, is a CRM and agency management system that keeps clients, policies, carriers and agents in one place. It also handles lead workflows, task automation, text messaging, email marketing, landing pages, and compliance tools such as electronic Scope of Appointment and ACA consent. Add-on modules extend the platform. Commissions+ imports carrier statements, reconciles payments and flags missed commissions. Engage+ adds websites and social content. Quote+ handles group benefits quoting and enrollment. AMS+ comes in three tiers that start at $109, $139 and $169 per month. The higher tiers add premium workflows, automatic lead routing, Rx Collect, RetireFlo Medicare intake and a Zapier connection. Only the top tier, Elevate, includes VoIP calling, call queues and call recording. The add-on modules and enterprise pricing for IMOs, FMOs and GAs are quoted by sales. AgencyBloc connects with Medicare quoting and enrollment platforms. It says it is HIPAA compliant and audited for SOC 2 Type II and HITRUST. Its main limitation is its narrow focus. It is not suited to property and casualty agencies or to non-insurance businesses, and some reviewers report a difficult onboarding.