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Agency Matrix vs AgencyBloc AMS+ Comparison (2026)
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Good recommendations?

Agency Matrix
5
39
4
29
3
14
2
11
1
10
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

AgencyBloc AMS+
5
102
4
24
3
1
2
0
1
2
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Overview
Insurance Agency Automation Solutions Agency Software
AgencyBloc helps life and health insurance agencies grow their business by organizing and automating their operations with solutions to help agencies create efficiencies in sales enablement, quoting, client and policy management, commissions processing, and more.
- Platforms supported
- Web-based
- iPhone app
- Android app
- Windows Phone app
- Typical customers
- Freelancers
- Small businesses
- Mid size businesses
- Large enterprises
- Customer support
- Phone
- Online
- Knowledge base
- Video tutorials
- Platforms supported
- Web-based
- iPhone app
- Android app
- Windows Phone app
- Typical customers
- Freelancers
- Small businesses
- Mid size businesses
- Large enterprises
- Customer support
- Phone
- Online
- Knowledge base
- Video tutorials
Video & Screenshots
Pricing
User reviews
3.7
103
5
4
3
2
1
39
29
14
11
10
- Value for money
- Ease of use
- Features
- Customer support
4.7
129
5
4
3
2
1
102
24
1
0
2
- Value for money
- Ease of use
- Features
- Customer support
Pros
Kaitlyn M.
Account executive
Jacob B.
Insurance Agent
Kaitlyn M.
Account executive
Pros
Tom B.
President
Michael G.
President
Michael G.
President
Cons
Jacob B.
Insurance Agent
Nate T.
COO
Gina S.
Owner
Cons
Michael G.
President
Brandon H.
Director of Client Relations
Aimee M.
Administrative Assistant
- Vendor responds to reviews
- Last review5 months ago
- Vendor responds to reviews
- Last review7 months ago
Key features
- Total features26
- API
- Activity Dashboard
- Activity Tracking
- Calendar Management
- Client Management
- Client Portal
- Collaboration Tools
- Commission Management
- Commission Statements
- Compliance Management
- Configurable Workflow
- Contact Database
- Contact Management
- Customizable Fields
- Customizable Reports
- Dashboard
- Document Management
- Document Storage
- Email Marketing
- Email Tracking
- For Insurance Industry
- Forms Management
- Insurance Management
- Insurance Policy Management
- Invoice Management
- Lead Capture
- Lead Management
- Life & Health
- Mobile Access
- Opportunity Management
- Performance Metrics
- Pipeline Management
- Policy Management
- Property & Casualty
- Quotes/Estimates
- Reminders
- Reporting & Statistics
- Reporting/Analytics
- Sales Forecasting
- Sales Pipeline Management
- Sales Reports
- Self Service Portal
- Task Management
- Third-Party Integrations
- Workflow Automation
- Workflow Management
- Total features30
- API
- Activity Dashboard
- Activity Tracking
- Calendar Management
- Client Management
- Client Portal
- Collaboration Tools
- Commission Management
- Commission Statements
- Compliance Management
- Configurable Workflow
- Contact Database
- Contact Management
- Customizable Fields
- Customizable Reports
- Dashboard
- Document Management
- Document Storage
- Email Marketing
- Email Tracking
- For Insurance Industry
- Forms Management
- Insurance Management
- Insurance Policy Management
- Invoice Management
- Lead Capture
- Lead Management
- Life & Health
- Mobile Access
- Opportunity Management
- Performance Metrics
- Pipeline Management
- Policy Management
- Property & Casualty
- Quotes/Estimates
- Reminders
- Reporting & Statistics
- Reporting/Analytics
- Sales Forecasting
- Sales Pipeline Management
- Sales Reports
- Self Service Portal
- Task Management
- Third-Party Integrations
- Workflow Automation
- Workflow Management
Integrations
- Total integrations5
- ClientCircle
- Employee Navigator
- Five9
- Intulse
- Jive
- Microsoft Outlook
- Nextiva
- TurboRater
- Vonage Business Communications
- Zapier
- Total integrations6
- ClientCircle
- Employee Navigator
- Five9
- Intulse
- Jive
- Microsoft Outlook
- Nextiva
- TurboRater
- Vonage Business Communications
- Zapier
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