AgencyBloc AMS+
AgencyBloc AMS+: A cloud CRM and AMS for insurance agencies managing clients, policies, leads, and compliance. Ranked #13 of 28 in Financial Services CRM Software by our editors (7.9/10); pricing: Pricing on request; best for insurance agencies needing CRM and AMS.
At a glance
- Editor score7.9 / 10
- PricingPricing on request
- Best forInsurance agencies needing CRM and AMS
- Compliance workflowsYes
- Founded2008 · Iowa, USA
- Facts checked20 Sep 2026
Where it wins
- Combines client, policy, lead, and opportunity management
- Automates compliance documents, signatures, tasks, reminders, emails, and texts
- Connects with insurance, quoting, enrollment, email, calendar, and VoIP tools
Where it doesn't
- Pricing requires a customized sales conversation
- Web-only deployment limits platform choice
- Broad AMS and CRM scope may exceed narrow CRM needs
Our verdict on AgencyBloc AMS+
AgencyBloc AMS+ is a cloud-based agency management system and CRM for health, benefits, senior, and life insurance organizations. It is designed for independent agencies, general agencies, IMO/FMOs, and call centers that need one place for client and policy records, leads, activities, communications, compliance documents, workflows, reporting, and sales processes. The platform also includes opportunity pipelines, calendar and activity tracking, call recording and storage, electronic signatures, integrated VoIP, texting, and AI features.
Pricing uses a contact-sales model, with customized pricing for the AMS+ package. The published plans are Grow, Accelerate, and Elevate. Grow includes automated servicing workflows, click-to-text communications, automated lead workflows, and text messaging. Accelerate and Elevate list premium automated servicing workflows, premium lead workflows, and premium text messaging. Buyers comparing tiers should focus on the workflow and communication capabilities their agency needs, then review the package structure with AgencyBloc.
The strongest fit is an insurance organization that values industry-specific processes and connected sales, service, and compliance work. AMS+ integrates with Connecture, Ease, Employee Navigator, Lead Advantage Pro, SunFire, HealthSherpa, RetireFlo, Zapier, and Microsoft Outlook. Its quoting and enrollment integrations, email inbox and calendar synchronization, compliance workflows, audit trail, reporting, and data analysis support a connected agency operation. Teams that need a web-based system with insurance-focused CRM and AMS functions should consider it; organizations seeking a narrowly focused CRM or a different deployment model may prefer an alternative.
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AgencyBloc AMS+ pricing
All 3 AgencyBloc AMS+ plans and prices →
AgencyBloc AMS+ fact sheet
| Free plan | Not verified |
|---|---|
| Paid from | Not verified |
| Compliance workflows | Yes |
| Opportunity management | Yes |
| Client portal | Not verified |
| Audit trail | Yes |
| Deployment | Cloud |
| Email and calendar sync | Yes |
| Deployment | Cloud |
| Platforms | Web |
| Compliance & security | SOC 2, HIPAA, 2FA |
| Support | Email, Live chat, Phone, Docs |
| Built for | Solo, Small business, Mid-market, Enterprise (editorial estimate) |
| Integrations | 9 integrations: Connecture, Ease, Employee Navigator, Lead Advantage Pro, SunFire, HealthSherpa … |
| Pricing | Pricing on request (source) |
| Website | agencybloc.com |
| Facts checked | 20 Sep 2026 |
AgencyBloc AMS+ integrations
AgencyBloc AMS+ lists 9 integrations on its own site.
- Connecture
- Ease
- Employee Navigator
- Lead Advantage Pro
- SunFire
- HealthSherpa
- RetireFlo
- Zapier
- Microsoft Outlook
Alternatives to AgencyBloc AMS+
- Salesforce Financial Services CloudA financial-services CRM with deep workflows, compliance controls, and enterprise pricing.9.3
- Zoho CRMFlexible CRM coverage at a low entry price, with limited financial-services specialization.9.0
- Creatio CRMA broad, configurable CRM for teams that need cross-functional automation.8.9
See all AgencyBloc AMS+ alternatives →
Also Ranked In
AgencyBloc AMS+ is ranked in 4 of our directories.
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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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