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AgencyBloc AMS+ vs BoldTrail Comparison (2026)

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AgencyBloc AMS+ logo

AgencyBloc AMS+

BoldTrail logo

BoldTrail

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

Starting from

109

/user

Per month

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

Starting from

Empty state illustration for "No pricing info"

No pricing info

  • 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

4.4

565

5

4

3

2

1

389

104

20

16

36

  • Value for money
  • Ease of use
  • Features
  • Customer support
77%
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

“For REMAX agents specifically, it integrates directly with our existing tech stack and can connect website activity to lead capture and follow up. When optimized properly, it allows agents to generate listing websites automatically, capture buyer and seller leads, and build long term database relationships without needing multiple third party tools.”
Verified reviewer profile picture

Jachelle S.

Sr. Marketing and Tech Trainer

“For instance property alerts... it will send over 100 properties at a time if there's that many in their search criteria instead of in batches, or like how I dunno Zillow does it...”
JS

Jarrett S.

Realtor

“Once profiles, SEO visibility, and automation systems are configured correctly, it can become a very effective business engine instead of just another software platform running in the background.”
Verified reviewer profile picture

Jachelle S.

Sr. Marketing and Tech Trainer

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

“After 8 months and $12,000 paid, I have received no data access, experienced an undisclosed ad suspension, and was denied basic campaign transparency in writing by their General Counsel.”
BG

Barbara G.

Realtor

“Lack of engagement on their end with issues, they never respond to emails, you get a new customer service rep every 3 months but they never tell you. When I contacted them right before our contract renewal they told me that they refused to let me out of my contract due to the fact I didn't provide 90 day notice.”
GM

Gabi M.

Director of Business Development

“They lock you in for a year, but coming from CINC I had high expectations it would be like "CINC on Steroids" But it so far has not been that at all.”
JS

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

Alternatives

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