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AgencyBloc AMS+ vs AgencyZoom Comparison (2026)

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Good recommendations?

AgencyBloc AMS+ logo

AgencyBloc AMS+

AgencyZoom logo

AgencyZoom

Overview

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.

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.

  • 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

109

/user

Per month

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

Starting from

79

Per month

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

User reviews

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

4.6

14

5

4

3

2

1

10

3

1

0

0

  • Value for money
  • Ease of use
  • Features
  • Customer support
92%
would recommend this app

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

Pros

Not enoughreviews yet

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

Cons

Not enoughreviews yet

  • Vendor responds to reviews
  • Last review7 months ago
  • Vendor responds to reviews
  • Last review2 years ago

Key features

  • Total features30
  • API
  • Activity Dashboard
  • Activity Tracking
  • Client Management
  • Collaboration Tools
  • Commission Calculations
  • Commission Management
  • Commission Statements
  • Compliance Management
  • Configurable Workflow
  • Contact Management
  • Customizable Fields
  • Dashboard
  • Document Management
  • Email Tracking
  • For Insurance Industry
  • Insurance Management
  • Insurance Policy Management
  • Lead Capture
  • Lead Management
  • Life & Health
  • Mobile Access
  • Opportunity Management
  • Performance Metrics
  • Policy Management
  • Property & Casualty
  • Reminders
  • Reporting/Analytics
  • Sales Forecasting
  • Sales Pipeline Management
  • Sales Reports
  • Workflow Automation
  • Workflow Management
  • Total features8
  • API
  • Activity Dashboard
  • Activity Tracking
  • Client Management
  • Collaboration Tools
  • Commission Calculations
  • Commission Management
  • Commission Statements
  • Compliance Management
  • Configurable Workflow
  • Contact Management
  • Customizable Fields
  • Dashboard
  • Document Management
  • Email Tracking
  • For Insurance Industry
  • Insurance Management
  • Insurance Policy Management
  • Lead Capture
  • Lead Management
  • Life & Health
  • Mobile Access
  • Opportunity Management
  • Performance Metrics
  • Policy Management
  • Property & Casualty
  • Reminders
  • Reporting/Analytics
  • Sales Forecasting
  • Sales Pipeline Management
  • Sales Reports
  • Workflow Automation
  • Workflow Management

Integrations

  • Total integrations7
  • ClientCircle
  • Ease
  • Employee Navigator
  • Five9
  • Intulse
  • Microsoft Outlook
  • Zapier
  • Total integrationsN/A
  • ClientCircle
  • Ease
  • Employee Navigator
  • Five9
  • Intulse
  • Microsoft Outlook
  • Zapier