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Agency Matrix vs AgencyBloc AMS+ Comparison (2026)

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Agency Matrix logo

Agency Matrix

AgencyBloc AMS+ logo

AgencyBloc AMS+

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

Starting from

Empty state illustration for "No pricing info"

No pricing info

  • Free trial available
  • Credit cardless trial
  • Free account
  • Subscription based

Starting from

109

/user

Per month

  • Free trial available
  • Credit cardless trial
  • Free account
  • Subscription based

User reviews

3.7

103

5

4

3

2

1

39

29

14

11

10

  • Value for money
  • Ease of use
  • Features
  • Customer support
49%
would recommend this app

4.7

129

5

4

3

2

1

102

24

1

0

2

  • Value for money
  • Ease of use
  • Features
  • Customer support
91%
would recommend this app

Pros

“Also, not a lot of companies downloaded into their system, nor did they download in attachments to client files.”
KM

Kaitlyn M.

Account executive

“For example, today is 03/18/24, and this morning, we received a message from Zywave that the system will be offline on 3/19/24 from 11am-3pm.”
JB

Jacob B.

Insurance Agent

“Originally, we were told it had Progressive on their rater for Minnesota and they did not.”
KM

Kaitlyn M.

Account executive

Pros

“The most important feature that i enjoy from Agency bloc is the workflow feature that helps me to never miss a sales opportunity from my Medicare prospect list for people turning age 65.”
TB

Tom B.

President

“It is inexpensive and has some texting and email functionality. ”
MG

Michael G.

President

“Random info comes over with no rhyme or reason. ”
MG

Michael G.

President

Cons

“There's no way to run an agency when you are at the mercy of a company that doesn't answer to their actions but makes sure to call you ONLY when your payment doesn't go through.”
JB

Jacob B.

Insurance Agent

“DONT waster your time”
NT

Nate T.

COO

“I have been with Agency matrix for 15 years - I recently switched mainly because the support once ZYwave purchased went to Zero - really if you don't believe me try calling them 1-800-456-2074 or email them support@zywave”
GS

Gina S.

Owner

Cons

“Teams knowledge was subpar. ”
MG

Michael G.

President

“Lead conversion does not appear to leave a reportable record so far to be able to track conversion KPIs.”
BH

Brandon H.

Director of Client Relations

“I don't really like the feature where we have a husband and wife both have separate policies and accounts, so I don't want to merge the contact, so I wish I could dismiss that comment on the page and it not ask me that again. ”
AM

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