AgencyBloc AMS+ vs Better Agency

Keap

NowCerts

ArboStar

charles

AgencyZoom

Orangedox

Compare AgencyBloc AMS+ and Better Agency 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

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.

Step up to all-in-one sales & marketing solution designed for entrepreneurs, startups and larger teams. The platform organizes customer information and daily work in one place so teams have more time to focus on growing the business and delivering great service.

Orangedox is a cloud-based software that helps Dropbox and Google Drive users store, track, customize, and share documents to streamline sales, marketing, and compliance processes. Content creators can publish Lightroom presets, DNG filters, or graphics and distribute them using a shareable link.

Better Agency is an insurance CRM software designed to help P/C agents manage service requests, follow up with prospects, and communicate with claimants for renewals. It lets users automate campaigns via emails, texts, and notifications that are sent to clients, prospects, and other team members.

Alerts/Notifications

Calendar/Reminder System

Campaign Management

Cancellation Tracking

Carrier Upload

Claims Management

Claims Tracking

Commercial Lines

Comparative Insurance Rating

Document Storage

Email Management

Email Marketing

Email Templates

For Auto Insurance

For Casualty Insurance

For Homeowners Insurance

For Personal Insurance

For Professional Liability

Forecasting

Insurance Rating

Interaction Tracking

Lead Generation

Live Chat

Marketing Automation

Monitoring

Multi-State

Multiple Line Rating

Pipeline Management

Property & Casualty

Quotes/Estimates

Rating Engine

Real-Time Reporting

Referral Tracking

Reinstatement Tracking

Renewal Management

Reporting & Statistics

Sales Trend Analysis

Search/Filter

Segmentation

Status Tracking

Task Management

User Management

Workflow Management

Better Agency

And the chat, you can say, does not work because whoever is on the other end of that chat has absolutely no knowledge of simple things.

The worst part about this company is the extreme lack of customer service as well as knowledge of their own products. Further, as my title states, it was "a solution with empty and broken promises.

Ease of use, functionality and time savings are huge reasons why this is one of, if not the best CRM system for insurance agencies on the market.

I ended the chat out of frustration and later got a transcript of the person advising me to search for a 3rd party for 2 factor login. You'll regret purchasing.

Our agency has had a wonderful experience implementing into our processes for both sales and service. It has allowed us to really build out a scaleable process to grow with.

Their email campaigns also looked very good as you could customize so many different parameters for prospects and existing customers.

I was appalled that the person did not know what this was in 2022 as society has been using this for at least 10 years on almost any website you’re required to log into.

Oracle Database Administrator

It has rapidly evolved into one of the most valuable resources available to our organization. From where we were, we can now improve the experience that we provide for our customers by light-years.

This program was simple to implement in our organization and was very user-friendly. The crew had an elementary time adapting to it, and the benefits were seen right away.

Operations

Overall, it has been positive. There has been some ups and downs like with all new tech but overall, the usability of BA has been great.

It has all the feature and tools that I need to manage our CRM needs and they do it in smoother way. I really please with the experience.

This product was easy to use and integrate into our agency. The results were immediate, and the team took to it very quickly.

AgencyBloc AMS+ vs Better Agency Comparison (2026)

AgencyBloc AMS+

Better Agency

Overview

Video & Screenshots

Pricing

User reviews

Key features

Integrations

Alternatives