Name: AgencyBloc AMS+
Rating: 4.732558139534884 (129 reviews)

AgencyBloc AMS+ vs Applied Epic

HubSpot CRM

Salesforce Sales Cloud

Zoho CRM

HubSpot CRM is a lead management solution that helps businesses with recording calls, logging emails and managing customer data. It has been designed from the ground up and is ready to eliminate manual work and actually help sales teams. It was built ready for the modern world to help users get running and start selling.

Salesforce Sales Cloud is a cloud-based Customer Relationship Management (CRM) application from Salesforce. The platform combines human sales professionals with AI-powered automation, data, and intelligence. This integrated solution is designed to help businesses of all sizes and industries.

Zoho CRM is a cloud-based customer relationship management (CRM) solution that helps businesses of all sizes close deals smarter, better and faster. The solution lets businesses reach customers through every channel, including telephone, email, social media, and live chat.

Partner

onboarding process was very difficult, lack of onboarding support

President

Project Manager

We are still learning about new ways to use the service and the customer service line has always been there to help.

Executive Assistant / Account Manager

I can not say enough praise for the AgencyBloc support team.  

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

Email Tracking

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

Workflow Automation

AgencyBloc AMS+

Linux

Windows

Web-based

Pipedrive

 Grow

It is inexpensive and has some texting and email functionality.  

Random info comes over with no rhyme or reason.  

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.

We really liked the upgrade to AMS+, especially being a Medicare Agency!

Director of Client Relations

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

Project Management and Marketing

Our company benefits most from these functionalities within the AB system:All aspects of the client management components - Custom Fields have served us wellReporting - both preset reports and the custom reports are important to our businessCommissions - entry and reporting are critical to us managing distribution accuracy

Administrative Assistant

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.   

Director of Marketing

You are unable to change setting for workflows once someone has gone through, so you have to inactivate the workflow and start over anytime you want to make a change.

Very user-friendly, efficient, and organized!

Social Media Manager/ Sales Associate 

The product is amazing, it makes our entire AEP season go smoothly and creates an environment that is stress-free when we need it most!

Manager / VP

to our data migration supervised by [sensitive content hidden], to the support we receive from our Client Success Manager [sensitive content hidden], to the training offered by [sensitive content hidden], we have just been truly amazed by the amount of support we receive and the attention to detail that everyone we have dealt with provides.

Agent Owner

There are a few things I would like it to do for instance if I am working a case I would like the projected due date to remind me in an email to me.  

Also, my husband is the insurance agent and I am on the administrative side of the company, so it's unfortunate that we can't both be logged into AgencyBloc at the same time under 1 log in.  

Office Administrator

I am the Office Administrator for our agency and we have 8 agents.  

I enjoy being able to run the commission report every month to see which policies we didn't have a payment on.

We want all of our agents to succeed so being able to have one centralized location of seeing their activity has been a great help.   

if your a busy agency owner it will be extremely tough to onboard.

I enjoyed having someone that we could reach out to personally and would take the time out of their day to help me with any questions, [sensitive content hidden] was a great onboarding instructor. If we couldn't figure out a solution she would find the answer and get back with me.  

I was able to use it immediately and the best part was that I had help from Agency Bloc to download my clientele.

Not being able to attach links to Workflows is a bit of a bummer.

I use that page to upload a lot of our agents leads on there.  

I have also requested that some changes in the Commissions Not Received Report would be helpful in following up and resolving those issues

Owner / Broker

I became an AgencyBloc customer before I had a single client or a single lead to enter into the database.

Trying to learn how to create Workflows had a bit of a learning curve.

We would have to pay for another user account and we just feel like that expense isn't necessary.  

We like that we are able to make sure that we are compensated for all of our policies.  

Contracting and Licensing

Friendly and very informative on any question or issue

Licensed Medicare Advisor

The Main Detail page houses all pertinent client info, and then the tabs at the top make it easy to move to Policies and Activities.

I personally feel that there are a few things that could be adjusted better to help us as an agency.  

I have had extensive conversations and had them walk me through how to create work flows, sales pipelines, and reporting.  

Admin

i find it fast and rapid to put the data in that I need to and to pull the reports that I need.

We have 4 new agents using this program.  

VP of Sales

It looks nice, but for me, that's where it stops at.

Sales

Vice President

Yes, you will have to learn some items and how they can work for you but there are video to watch and staff willing to help you out.

The commission upload feature is one of my favorite parts of this program.  

The ability to customize it to meet our needs.

We are very happy with the service and are always excited to learn about more features and improvements as it gets better every year.

Owner/Manager

Payroll tracking is amazing and ties right to data tracking all in one program.  

Agent

One of those things is that i am unable to track a state license under a agency.

I use this software everyday and it is user-friendly and intuitive.  

Would like to have more ability to share information at different management levels without giving admin access.  

Customer Services Manager

We had been looking for a better way to keep track of any and all actions that had occurred on a client's policy.  

MANY MANY features to fit different needs of how people may manage their own business.  

Admin Assistant 

There was one point where I email [SENSITIVE CONTENT HIDDEN] everyday for a few weeks and she would ALWAYS reply in about 10 minutes.

Principal Broker

Positive experience for a start-up system to help track & maintain business.

Commission Tracking

Customer Support

Ease of Use

Agency Management

Information Updates

Agent Access

Training and Learning Curve

Client Information Management

Bugs and Issues

Email Marketing

Freelancers

Large Enterprises

Small Business

Mid-size Business

AgencyBloc

ePayPolicy

ePayPolicy is a payment processing solution designed to help businesses in the insurance sector collect credit card and ACH payments from policyholders. The centralized dashboard enables administrators to track transactions, access electronic receipts, and control user permissions.

Jenesis Software

Jenesis Software is an insurance agency management solution that helps independent agencies reach out to potential prospects, manage clients, and improve relationships with policyholders. Key features include document management, cancellation tracking, renewal management, and marketing automation.

EZLynx

With EZLynx®’s software for new and growing insurance agencies, we provide your business with an all-in-one platform that integrates your comparative rater, agency management system, reporting, customer portal, and more to make managing your policies easier. 

Applied Epic is a cloud-based insurance business management solution that helps agencies manage customer relationships, sales opportunities, accounting, benefits administration, and more. Key features include process management, document storage, messaging, electronic signature, and reporting.

AgencyBloc AMS+ vs Applied Epic Comparison (2026)

AgencyBloc AMS+

Applied Epic

Overview

Video & Screenshots

Pricing

User reviews

Key features

Integrations

Alternatives