AgencyBloc AMS+ vs ClickUp Comparison

Trello

monday.com

Notion

NowCerts

ArboStar

charles

Compare AgencyBloc AMS+ and ClickUp based on features, pricing, verified reviews, integrations & more. Find out which software is best for your business today.

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

Collaboration Tools

Commission Management

Configurable Workflow

Contact Management

Customizable Fields

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.

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.

This software is so easy to use and to learn whether you are familiar with using database software or not it is very intuitive. The customer support is excellent, including tutorials and live help.

Partner

Would highly recommend this system from price, to ease of use, to responsiveness, all great.

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.

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: Dashboard Screen

AgencyBloc AMS+ screenshot: Individuals List

AgencyBloc AMS+ screenshot: Individuals by Lead Source Graph

AgencyBloc AMS+ screenshot: Groups List

AgencyBloc AMS+ screenshot: Policy Detail

AgencyBloc AMS+ screenshot: Policy Coverages Detail

AgencyBloc AMS+ screenshot: Activities Dashboard Analytics

AgencyBloc AMS+ screenshot: Policies Analytics

AgencyBloc AMS+ screenshot: Commission Not Received Tool

Freelancers

Large Enterprises

Mid Size Business

Small Business

monday.com is a cloud-based Work OS, where teams create workflow apps in minutes to run their processes, projects, and everyday work.

From sales and marketing to HR and operations, teams can design and customize Trello to fit their unique needs and work styles. And with over 100+ integrations with other key tools like Google Drive, Slack, Jira and more, Trello is a breathing project hub of cross-team collaboration.

Notion is a project and workflow management solution that helps businesses streamline operations related to goal setting, status tracking, lead management, and more on a centralized platform. It enables users to utilize the drag-and-drop interface to organize, rearrange, and develop ideas or plans.

ClickUp is a fundamentally new way to work - bringing separate apps like tasks, docs, spreadsheets, goal tracking, resources, and even an inbox, together in one place. It's the convergence of the best productivity and collaboration apps. Finally, there's one app to replace them all.

@mentions

Access Controls/Permissions

Activity/News Feed

Agile Methodologies

Alerts/Escalation

Alerts/Notifications

Application Management

Approval Process Control

Approval Workflow

Archiving & Retention

Assignment Management

Audit Trail

Automated Scheduling

Automatic Time Capture

Backlog Management

Bar Chart

Billable & Non-Billable Hours

Billing & Invoicing

Brainstorming

Budget Management

Budgeting/Forecasting

Bug Tracking

Bug/Issue Capture

Business Process Automation

Calendar Management

Calendar Sync

Calendar/Reminder System

Campaign Analytics

Campaign Management

Campaign Planning

Capacity Management

Case Notes

Change Management

Channel Management

Client Management

Client Portal

Code Repository Integration

Color Codes/Icons

Commenting/Notes

Communication Management

Compliance Management

Contact Database

Content Management

Cost Tracking

Cost-to-Completion Tracking

Customer Journey Mapping

Customizable Branding

Customizable Dashboard

Customizable Templates

Daily Reports

Dashboard

Dashboard Creation

Data Import/Export

Database Creation

Deadline Management

Deliverables Management

Dependency Tracking

Design Management

Discussions/Forums

Display Ad Management

Document Review

Document Storage

Drag & Drop

Due Date Tracking

Electronic Signature

Email Alerts

Email Management

Email Marketing

Email-to-Task Conversion

Employee Activity Monitoring

Employee Management

Employee Scheduling

File Management

File Sharing

File Transfer

Financial Management

For Creative Agencies

For IT Project Management

Forecasting

Forms Automation

Forms Management

Gamification

Gantt/Timeline View

Goal Setting/Tracking

Graphical Workflow Editor

Guest Access

Idea Management

Idea Ranking

Ideation

Innovation Management

Interaction Tracking

ClickUp

Android

iPad

iPhone

Marketing Director

Super easy to use, powerful features, ability to invite guests for FREE, Great technical support, lots of video tutorials available.

Head of Design

ClickUp has some truly inspired design and feels lighter and more fun to use than many other management tools. It's easy to learn and new, useful features are consistently rolled out.

Senior Software Engineer

Great experience with the product initially I was a bit hesitant to use and recommend it because I did not know about the product at all but once I started using it I fell in love with it.

eLearning Development

I understand that this a way to monetize the platform and am grateful that there are those that can contribute. The integration for time tracking tool such a Togl or it's own time tracker is great.

Marketing Project Specialist

This product is fantastic. I love that I can have multiple projects and tasks going on at once and I can view it all however I would like (sort).

Business owner

However, once you get past that point, it is worth it as the platform does a great job and is very robust.

Functionality is great, customer service is awesome, updates are great, and works for what we do very well.

Too complex for an individual's needs, sometimes illogical, and a terrible android app is the icing on the cake.

Composer

It is graphically very appealing - which really is a big deal when trying to be very clear on assigning important tasks to a big group of people.

Customer Service Manager

After a few months I still get confused about the sapce/folder/list/task hierarchy and use the wrong terms when describing my "location" in the software.

IT Service Engineer

The large amount of tools, coupled with the possibility of customizing are the strengths of this tool. The cost-benefit is very good and provides much more functionality than the competitors.

AgencyBloc AMS+ vs ClickUp Comparison

AgencyBloc AMS+

ClickUp

Overview

Video & Screenshots

Pricing

User reviews

Key features

Integrations

Alternatives