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AgencyBloc AMS+ vs BoldTrail Comparison (2026)
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Good recommendations?

AgencyBloc AMS+
5
102
4
24
3
1
2
0
1
2
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

BoldTrail
5
389
4
104
3
20
2
16
1
36
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
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.
Ranked #1 by 250K Agents, kvCORE is a complete real estate platform built for modern brokerages and teams looking to automate and grow their business. If you are looking to save 35% on tech costs, enhance brand recognition, and guarantee agent success, then kvCORE is the solution for your business.
- 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
User reviews
4.7
129
5
4
3
2
1
102
24
1
0
2
- Value for money
- Ease of use
- Features
- Customer support
4.4
565
5
4
3
2
1
389
104
20
16
36
- Value for money
- Ease of use
- Features
- Customer support
Pros
Tom B.
President
Michael G.
President
Michael G.
President
Pros

Jachelle S.
Sr. Marketing and Tech Trainer
Jarrett S.
Realtor

Jachelle S.
Sr. Marketing and Tech Trainer
Cons
Michael G.
President
Brandon H.
Director of Client Relations
Aimee M.
Administrative Assistant
Cons
Barbara G.
Realtor
Gabi M.
Director of Business Development
Jarrett S.
Realtor
- Vendor responds to reviews
- Last review7 months ago
- Vendor responds to reviews
- Last reviewa month ago
Key features
- Total features30
- API
- Access Controls/Permissions
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- Appointment Management
- Appointment Scheduling
- CRM
- Calendar Management
- Calendar/Reminder System
- Campaign Management
- Client Management
- Client/Property Matching
- Collaboration Tools
- Commission Management
- Commission Statements
- Compliance Management
- Configurable Workflow
- Contact Database
- Contact Management
- Customer Database
- Customizable Fields
- Customizable Templates
- Dashboard
- Data Import/Export
- Data Synchronization
- Document Management
- Document Storage
- Drag & Drop
- Email Management
- Email Marketing
- Email Templates
- Email Tracking
- For Insurance Industry
- For Real Estate
- For Real Estate Agencies
- Insurance Management
- Insurance Policy Management
- Interaction Tracking
- Lead Capture
- Lead Distribution
- Lead Generation
- Lead Management
- Lead Nurturing
- Lead Qualification
- Life & Health
- Marketing Automation
- Mobile Access
- Mobile App
- Opportunity Management
- Performance Metrics
- Pipeline Management
- Pipeline Reports
- Policy Management
- Property Management
- Prospecting Tools
- Real-Time Notifications
- Referral Tracking
- Reminders
- Reporting & Statistics
- Reporting/Analytics
- Sales Forecasting
- Sales Pipeline Management
- Sales Reports
- Search/Filter
- Segmentation
- Social Media Integration
- Task Management
- Template Management
- Third-Party Integrations
- Transaction Management
- Workflow Automation
- Workflow Management
- Total features59
- API
- Access Controls/Permissions
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- Appointment Management
- Appointment Scheduling
- CRM
- Calendar Management
- Calendar/Reminder System
- Campaign Management
- Client Management
- Client/Property Matching
- Collaboration Tools
- Commission Management
- Commission Statements
- Compliance Management
- Configurable Workflow
- Contact Database
- Contact Management
- Customer Database
- Customizable Fields
- Customizable Templates
- Dashboard
- Data Import/Export
- Data Synchronization
- Document Management
- Document Storage
- Drag & Drop
- Email Management
- Email Marketing
- Email Templates
- Email Tracking
- For Insurance Industry
- For Real Estate
- For Real Estate Agencies
- Insurance Management
- Insurance Policy Management
- Interaction Tracking
- Lead Capture
- Lead Distribution
- Lead Generation
- Lead Management
- Lead Nurturing
- Lead Qualification
- Life & Health
- Marketing Automation
- Mobile Access
- Mobile App
- Opportunity Management
- Performance Metrics
- Pipeline Management
- Pipeline Reports
- Policy Management
- Property Management
- Prospecting Tools
- Real-Time Notifications
- Referral Tracking
- Reminders
- Reporting & Statistics
- Reporting/Analytics
- Sales Forecasting
- Sales Pipeline Management
- Sales Reports
- Search/Filter
- Segmentation
- Social Media Integration
- Task Management
- Template Management
- Third-Party Integrations
- Transaction Management
- Workflow Automation
- Workflow Management
Integrations
- Total integrations7
- ClientCircle
- Constant Contact
- Docusign
- Ease
- Employee Navigator
- Five9
- Google Ads
- Intulse
- Meta for Business
- Microsoft Outlook
- SkySlope
- Zapier
- dotloop
- Total integrations7
- ClientCircle
- Constant Contact
- Docusign
- Ease
- Employee Navigator
- Five9
- Google Ads
- Intulse
- Meta for Business
- Microsoft Outlook
- SkySlope
- Zapier
- dotloop
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