AgencyBloc AMS+ vs AgencyZoom

NowCerts

ArboStar

charles

Applied CSR24

InsureCert

Quotit

Compare AgencyBloc AMS+ and AgencyZoom based on features, pricing, verified reviews, integrations & more on GetApp. Find out which software is best for your business in 2026.

NowCerts is an insurance agency management system (AMS) designed to optimize workflows and improve business results. The AMS software is used by independent insurance agents, independent P&C agents, captive agents, and CSRs.

Discover the ultimate solution for tree care businesses with ArboStar. Streamline your operations, grow your business and provide exceptional customer service with this intuitive and easy-to-use cloud-based management platform. ArboStar offers a range of management tools to optimize your processes.

charles assists companies in pioneering conversational commerce by integrating shop systems, chat apps, and bots in a single platform. Key features include lead distribution & qualification, analytics, human handover, one-to-one messaging, real-time conversations, multi-chat, automation, and more.

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.

Activity Dashboard

Activity Tracking

Client Management

Collaboration Tools

Commission Management

Commission Statements

Compliance Management

Configurable Workflow

Contact Management

Customizable Fields

Dashboard

Document Management

For Insurance Industry

Insurance Management

Insurance Policy Management

Lead Capture

Lead Management

Life & Health

Mobile Access

Opportunity Management

Performance Metrics

Policy Management

Reminders

Reporting/Analytics

Sales Forecasting

Sales Pipeline Management

Sales Reports

AgencyBloc AMS+

Linux

Web-based

Windows

President

AgencyBloc is a really good CRM. Perfect for what we use it for and the customer service is excellent.

Some of the terms were strange, and that resulted in some of the functionality being lost.

Co-Owner

The ease of use has been beyond our expectations and the customer service is outstanding with response times being exceptional. We would highly recommedn this and already do to anyone who will listen.

Office Manager

I would recommend this system for any agency/broker of any size, the price and system advantages are worth it. One easy place to track all your clients.

Officer

It's easy to set up new applications, make new policies, and use data entry. The commission structure is perfect and its ease of use makes it that much more enjoyable to use.

Executive Vice President

I like the  continuous product improvements - most recently the addition of Outlook integration. We have also  very much enjoyed the strong customer/product support from AgencyBloc.

Partner

The ease of use and ease of implementing were among the top reasons we choose AgencyBloc. I am too busy to have to take on a system that requires hours of training.

Support Specialist

The search feature will help us to answer agent questions quickly. We are very satisfied with AgencyBloc and would highly recommend it to anyone looking for a commission tracking software program.

Contracting & Commissions Coordinator

They have implemented new, useful tools for agencies going to this program since we switched, and it seems like they are always working on new things to make it better.

Owner/Manager

Finding a product that fit so many aspects of what I was looking for was amazing.

Owner

It is a little obnoxious that it is web based. It takes more than just saving a contract or a guide to a folder.

Owner 

I can get in touch with Tasha at anytime and she does not make me feel as if my questions are dumb.

We replaced our spreadsheets with this and then discovered a lot of additional features that we've gradually started to use as well. This is a great piece of software that's worth every penny.

Business Manager

User friendly and more efficient then our previous software. Being able to move around in the different tabs without getting in and out of certain areas.

Running reports, searching for specifics, making changes, marketing, etc. The biggest negative is getting used to the email campaign system and limitations.

Agent

I love using agency bloc to keep my clients organized. It makes my job so much easier and i couldn't imagine living without it.

Vice President

This software program is outstanding. There are too many features to list however, the one that stands out the most is the commission tracker.

Prior to this, we were tethered to a server database. I also like that it is integrated between the database and commissions, as our prior commissions and information databases were not the same.

AgencyBloc AMS+ screenshot: Personalized Dashboard

AgencyBloc AMS+ screenshot: Individual Summary

AgencyBloc AMS+ screenshot: Automated Workflow

AgencyBloc AMS+ screenshot: Real-Time Analytics

AgencyBloc AMS+ screenshot: Commission Analytics

AgencyBloc AMS+ screenshot: Rx Collect - By centralizing all prescription and provider data within a single platform, Rx Collect removes manual data entry, ensures accuracy, and strengthens client relationships — ultimately driving retention and agency growth.

Freelancers

Large Enterprises

Mid Size Business

Small Business

Imagine AUTOMATED insurance software as passive, embedded and totally secure. Imagine insurance that adapts automatically to your client's needs and constantly works to find them the best coverage.

Applied CSR24 is a cloud-based customer service software designed to help businesses provide a self-service portal to customers to deliver insurance information, online bill pay, documents, and messages on mobile devices. It lets teams alter documents according to the needs of the clients.

The all-in-one insurance quoting, enrolling, and lead management solution designed for health insurance professionals.

AgencyZoom is a sales management suite designed for insurance agencies of all sizes. The cloud-based platform offers tools such as client onboarding, employee recognition, commission calculations, document generation, workflow management, task automation, and more.

Commission Calculations

Property & Casualty

Workflow Management

AgencyZoom

AZ does a great job of giving the entire team a visual of where they are vs where they should be, the reporting features are fantastic, and it's very EASY TO USE.

The product is very affordable, no matter the size of your agency, this is a great tool and it's only going to get better.

Allstate Agent

Support team will help you make it work for you. His team is super responsive and he knows Allstate and our business as well as anyone.

Comm Acct Manager, P&C

Multiple users are touching multiple accounts and wasting so much time. It appears there must be more to it than we've been taught but the instructor seems as vague as the software.

Insurance Agency manager

If they charged 3 times the amount currently charged, I would still happily use this software.

Insurance Agent

Love the email reminders for customers to sign docs which helps with people who cant come to the office.

I can now run payroll for all my employees in under a minute. This is the best investment for any agency owner who is looking to organize and streamline their office.

Director of Business Development

Customer service is awesome with quick turnaround with answers. I expect many new features to come too.

Sales Development Rep

Integration with phone system presents problems sometimes.

AGENCY OWNER

The price is right and the value is exceptional. It will help any agency get organized with leads, commission tracking, automation and retention.

Support is available via chat, and the FB group really helps to voice your opinion on new updates.

There is no place to manually edit work flows, and the long term retention automation is not built out yet.

Incredible user interface, easy and intuitive which makes it a breeze for new agents.

AgencyBloc AMS+ vs AgencyZoom Comparison (2026)

AgencyBloc AMS+

AgencyZoom

Overview

Video & Screenshots

Pricing

User reviews

Key features

Integrations

Alternatives