Last Updated
Overview
AgencyBloc AMS+ is an agency management system designed for life and health insurance agencies to manage clients, policies, commissions, and compliance from a single platform. While it lacks built-in functionality for property and casualty insurance lines, it does deliver robust tools tailored to the specific needs of senior market agencies.
Overall Rating
Based on 9 users reviews
4.9
Rating Distribution
Positive
100%
Neutral
0%
Negative
0%
Starting Price
Custom
AgencyBloc AMS+ Specifications
- Contact Management
- Lead Management
- Opportunity Management
- Sales Forecasting
What Is AgencyBloc AMS+?
AgencyBloc AMS+ is a cloud-based agency management system built specifically for life and health insurance agencies. It combines client and policy management, commission processing, quoting, workflow automation, and compliance tracking in a centralized platform. Designed to support benefits and senior market agencies, it helps streamline day-to-day operations, improve team collaboration, and enhance client service. The platform offers tailored tools to manage complex insurance workflows and maintain data accuracy.
AgencyBloc AMS+ Pricing
The AgencyBloc offers custom pricing for its three main solutions: AMS+, Commissions+, and Quote+. The AMS+ solution is further divided into three customizable tiers:
- Grow
- Accelerate
- Elevate
Disclaimer: The pricing is subject to change.
AgencyBloc AMS+ Integrations
The AgencyBloc AMS+ software integrates with the following tools and platforms:
- Ease Central
- SunFire
- PlanCompare Edge
- Lead Advantage Pro®
Who Is AgencyBloc AMS+ For?
AgencyBloc AMS+ software is ideal for:
- Health and benefits insurance agencies
- Independent insurance agents
- Insurance uplines
- Health insurance carriers
- Group benefits agencies
- Call centers
Is AgencyBloc AMS+ Right For You?
AgencyBloc AMS+ is a strong fit for insurance organizations looking to manage life, health, medicare, and employee benefits more efficiently. With built-in tools for policy tracking, commission processing, quoting, and client communication, it’s tailored to the needs of agencies serving complex and regulated markets. The tool is great for teams seeking to reduce manual processes, scale, and stay compliant with regulations.
Still not sure? Contact our support team at (661) 384-7070 for personalized guidance.
AgencyBloc AMS+ Features
Insurance CRM
The tool centralizes contacts, leads, clients, and policies with activity tracking, communication history, and custom fields tailored for health, benefits, and senior insurance workflows.
Policy Management
AgencyBloc AMS+ supports comprehensive policy administration, including group and individual records, carrier tracking, and lifecycle visibility for improved client service and retention.
Commissions Processing
AgencyBloc AMS+ software automates commission calculations, payment tracking, missing commissions identification, and agent statement generation for accurate and timely payouts for clients.
Insurance Automation
This feature helps reduce manual work, increase accountability, and maintain consistent client engagement throughout the policy lifecycle by automating routine tasks and client communications.
Project And Task Management
The tool offers task assignments, activity dashboards, calendar sync, and productivity tracking to help agencies stay organized and accountable. This also helps with creating clear data trails, allowing organizations to stay compliant.
Pros And Cons of AgencyBloc AMS+
Pros
Highly intuitive and easy to learn
Strong commission and client management
Automation and task tracking significantly reduce manual follow-up work
Cons
Email campaign visibility is limited
Occasional performance slowdowns when renewing group policies
AgencyBloc AMS+ Reviews
Total 9 reviews
4.9
All reviews are from verified customers
Rating Distribution
5
Stars89%
4
Stars11%
3
Stars0%
2
Stars0%
1
Stars0%
Share your experience
Small Business, 11-50 employees
“Had an amazing experience”
Pros
I find this system prtety user-friendly and simple to navigate. Also the support team is the best and always ready to help when I need assistance. And the automated features really streamline our daily operations and make everything much more efficient.
Cons
The main thing I would want to see improved is more customization options for automated workflows and reporting. We have not moved to the AMS+ platform yet but from what I understand, the newer version should address some of these limitations.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Small Business, 11-50 employees
“Transition was smooth”
Pros
AgencyBloc AMS+ platform is pretty easy to use. Also setting up tasks for myself and colleagues is not a problem anymore and the reporting feature pulls accurate data without any hassle.
Cons
I really wish there was a way to send emails and texts straight from the platform as it would be great to have everything documented in one place for future reference.
Rating Distribution
Ease of use
9
Value for money
9
Customer Support
8
Functionality
9
Small Business, 11-50 employees
“Excellent tool for agency work”
Pros
I really like how this tool keeps everything organized, almost like a super powered filing system. The biggest change has been how our team communicates through the Activities tab for each policy. Overall it has made everything flow much better internally. We have also connected with other platforms like InTulse for telecommunications and Client Circle for member growth and retention and they integrate smoothly.
Cons
Well the enrollment process has become more time consuming than before because of all the extra clicks required to record policy information. Another frustrating issue is that we cannot edit or delete anything on the Activities tab which gets really cluttered for some clients since every phone call automatically generates a new activity entry.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Frequently Asked Questions
What language does AgencyBloc AMS+ support?
AgencyBloc AMS+ only supports the English language.
Does AgencyBloc AMS+ offer an API?
Yes, AgencyBloc AMS+ offers an API.
Does AgencyBloc AMS+ have a mobile app?
No, AgencyBloc AMS+ doesn't offer a dedicated mobile app.
What types of pricing plans does AgencyBloc AMS+ offer?
Agencybloc offers custom pricing for its three main solutions: AMS+, Commissions+, and Quote+. The AMS+ solution is further available in three tiers — Grow, Accelerate, and Elevate — designed to fit different agency needs. Obtain a tailor-made AgencyBloc AMS+ price estimate according to your needs.
Who are the typical users of AgencyBloc AMS+?
Typical users include life and health insurance agencies, group benefits brokers, medicare specialists, FMOs, IMOs, GAs, and insurance call centers.
What level of support does AgencyBloc AMS+ offer?
AgencyBloc AMS+ offers onboarding assistance, email and phone support, live chat, and a knowledge base with tutorials and webinars.
What other apps does AgencyBloc AMS+ integrate with?
The AgencyBloc AMS+ software integrates with Ease Central, SunFire, PlanCompare Edge, and Lead Advantage Pro.