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AgencyBloc AMS+ vs Meritto 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
Meritto
5
433
4
137
3
36
2
8
1
5
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.
From higher education institutions and K-12 schools to EdTech platforms, online degree programmes, study abroad consultants, coaching centres, and vocational training institutes, Meritto caters all.
- 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
4.6
619
5
4
3
2
1
433
137
36
8
5
- Value for money
- Ease of use
- Features
- Customer support
Pros
Tom B.
President
Michael G.
President
Michael G.
President
Pros
Syed F.
Regional Director - Marketing
Redwan Q.
Student Recruitment Manager
Redwan Q.
Student Recruitment Manager
Cons
Michael G.
President
Brandon H.
Director of Client Relations
Aimee M.
Administrative Assistant
Cons
Rubina C.
Head of Admin
Shivangi S.
Senior Academic counsellor
Manoj K.
Product Manager
- Vendor responds to reviews
- Last review7 months ago
- Vendor responds to reviews
- Last review4 months ago
Key features
- Total features30
- A/B Testing
- API
- Access Controls/Permissions
- Activity Dashboard
- Activity Tracking
- Activity/News Feed
- Admissions Management
- Alerts/Notifications
- Application Management
- Appointment Scheduling
- Approval Process Control
- Assessment Management
- Assignment Management
- Attendance Tracking
- Attendee Tracking
- Autoresponders
- Badge Management
- Billing & Invoicing
- Business Process Automation
- CRM
- Calendar Management
- Call Logging
- Campaign Analytics
- Campaign Management
- Campaign Scheduling
- Campaign Segmentation
- Candidate Management
- Chat/Messaging
- Class Registration
- Click Tracking
- Client Management
- Collaboration Tools
- Commenting/Notes
- Commission Management
- Commission Statements
- Communication Management
- Compliance Management
- Compliance Tracking
- Configurable Workflow
- Contact Database
- Contact Management
- Conversion Rate Optimization
- Conversion Tracking
- Customer Database
- Customer Journey Mapping
- Customer Segmentation
- Customizable Branding
- Customizable CTAs
- Customizable Dashboard
- Customizable Fields
- Customizable Forms
- Customizable Reports
- Customizable Templates
- Customization
- Dashboard
- Data Extraction
- Data Import/Export
- Data Security
- Discount Management
- Document Management
- Document Storage
- Drag & Drop
- Drip Campaigns
- Dynamic Content
- Electronic Payments
- Email Management
- Email Marketing
- Email Templates
- Email Tracking
- Engagement Tracking
- Enrollments/Onboarding
- Event Calendar
- Event Management
- Event Registration
- Event Triggered Actions
- Faculty/Staff Management
- Fee Management
- File Sharing
- Financial Aid Management
- Financial Management
- For Higher Education
- For Insurance Industry
- For Sales Teams/Organizations
- Forecasting
- Forms Management
- Goal Setting/Tracking
- Graphical Workflow Editor
- Group Registration
- Independent/Private
- Insurance Management
- Insurance Policy Management
- Interaction Tracking
- Interview Scheduling
- K-12
- Landing Pages/Web Forms
- Lead Capture
- Lead Distribution
- Lead Engagement
- Lead Generation
- Lead Management
- Lead Notifications
- Lead Nurturing
- Lead Qualification
- Lead Scoring
- Lead Segmentation
- Leaderboards
- Life & Health
- Live Chat
- Marketing Automation
- Marketing Calendar
- Mobile Access
- Mobile App
- Monitoring
- Multi-Campaign
- Multi-Channel Communication
- Multi-Channel Marketing
- Multivariate Testing
- No-Code
- Online Calendar
- Online Forms
- Online Payments
- Online Registration
- Opportunity Management
- Parent Portal
- Parent/Student Portal
- Payment Processing
- Performance Metrics
- Personalization
- Pipeline Management
- Policy Management
- Product Catalog
- Progress Reports
- Progress Tracking
- Project Workflow
- Prospecting Tools
- Quotes/Estimates
- ROI Tracking
- Real-Time Data
- Real-Time Notifications
- Records Management
- Referral Tracking
- Refund Management
- Registration Management
- Reminders
- Reporting & Statistics
- Reporting/Analytics
- Revenue Management
- Role-Based Permissions
- Rules-Based Workflow
- SMS Marketing
- Sales Analytics
- Sales Forecasting
- Sales Pipeline Management
- Sales Reports
- Sales Trend Analysis
- Scoring
- Search Marketing
- Search/Filter
- Segmentation
- Self Check-In/Check-Out
- Self Service Portal
- Single Sign On
- Skills Assessment
- Social Marketing
- Social Media Integration
- Source Tracking
- Student Information/Records
- Student Management
- Student Portal
- Surveys & Feedback
- Task Management
- Template Management
- Territory Management
- Third-Party Integrations
- Transfers/Routing
- Visitor Registration
- Visitor Tracking
- Visual Analytics
- Web Forms
- Website Visitor Tracking
- Workflow Automation
- Workflow Configuration
- Workflow Management
- Total features174
- A/B Testing
- API
- Access Controls/Permissions
- Activity Dashboard
- Activity Tracking
- Activity/News Feed
- Admissions Management
- Alerts/Notifications
- Application Management
- Appointment Scheduling
- Approval Process Control
- Assessment Management
- Assignment Management
- Attendance Tracking
- Attendee Tracking
- Autoresponders
- Badge Management
- Billing & Invoicing
- Business Process Automation
- CRM
- Calendar Management
- Call Logging
- Campaign Analytics
- Campaign Management
- Campaign Scheduling
- Campaign Segmentation
- Candidate Management
- Chat/Messaging
- Class Registration
- Click Tracking
- Client Management
- Collaboration Tools
- Commenting/Notes
- Commission Management
- Commission Statements
- Communication Management
- Compliance Management
- Compliance Tracking
- Configurable Workflow
- Contact Database
- Contact Management
- Conversion Rate Optimization
- Conversion Tracking
- Customer Database
- Customer Journey Mapping
- Customer Segmentation
- Customizable Branding
- Customizable CTAs
- Customizable Dashboard
- Customizable Fields
- Customizable Forms
- Customizable Reports
- Customizable Templates
- Customization
- Dashboard
- Data Extraction
- Data Import/Export
- Data Security
- Discount Management
- Document Management
- Document Storage
- Drag & Drop
- Drip Campaigns
- Dynamic Content
- Electronic Payments
- Email Management
- Email Marketing
- Email Templates
- Email Tracking
- Engagement Tracking
- Enrollments/Onboarding
- Event Calendar
- Event Management
- Event Registration
- Event Triggered Actions
- Faculty/Staff Management
- Fee Management
- File Sharing
- Financial Aid Management
- Financial Management
- For Higher Education
- For Insurance Industry
- For Sales Teams/Organizations
- Forecasting
- Forms Management
- Goal Setting/Tracking
- Graphical Workflow Editor
- Group Registration
- Independent/Private
- Insurance Management
- Insurance Policy Management
- Interaction Tracking
- Interview Scheduling
- K-12
- Landing Pages/Web Forms
- Lead Capture
- Lead Distribution
- Lead Engagement
- Lead Generation
- Lead Management
- Lead Notifications
- Lead Nurturing
- Lead Qualification
- Lead Scoring
- Lead Segmentation
- Leaderboards
- Life & Health
- Live Chat
- Marketing Automation
- Marketing Calendar
- Mobile Access
- Mobile App
- Monitoring
- Multi-Campaign
- Multi-Channel Communication
- Multi-Channel Marketing
- Multivariate Testing
- No-Code
- Online Calendar
- Online Forms
- Online Payments
- Online Registration
- Opportunity Management
- Parent Portal
- Parent/Student Portal
- Payment Processing
- Performance Metrics
- Personalization
- Pipeline Management
- Policy Management
- Product Catalog
- Progress Reports
- Progress Tracking
- Project Workflow
- Prospecting Tools
- Quotes/Estimates
- ROI Tracking
- Real-Time Data
- Real-Time Notifications
- Records Management
- Referral Tracking
- Refund Management
- Registration Management
- Reminders
- Reporting & Statistics
- Reporting/Analytics
- Revenue Management
- Role-Based Permissions
- Rules-Based Workflow
- SMS Marketing
- Sales Analytics
- Sales Forecasting
- Sales Pipeline Management
- Sales Reports
- Sales Trend Analysis
- Scoring
- Search Marketing
- Search/Filter
- Segmentation
- Self Check-In/Check-Out
- Self Service Portal
- Single Sign On
- Skills Assessment
- Social Marketing
- Social Media Integration
- Source Tracking
- Student Information/Records
- Student Management
- Student Portal
- Surveys & Feedback
- Task Management
- Template Management
- Territory Management
- Third-Party Integrations
- Transfers/Routing
- Visitor Registration
- Visitor Tracking
- Visual Analytics
- Web Forms
- Website Visitor Tracking
- Workflow Automation
- Workflow Configuration
- Workflow Management
Integrations
- Total integrations7
- Ameyo
- Bulk Sender
- CAMU
- CANVAS
- CallHippo
- Cashfree
- ClientCircle
- Creatrix Campus
- Ease
- Edmingle
- Edumarshal
- Employee Navigator
- Exotel
- Five9
- Google Ads
- Google Meet
- Intulse
- Ken42
- Knowlarity
- MCUBE
- Mercer Mettl Coding Assessments
- Mercer | Mettl Examination Platform
- Messenger
- Microsoft Outlook
- Microsoft Teams
- Moodle
- MyOperator
- Pearson TalentLens
- Razorpay
- SAP BW/4HANA
- Stripe
- Twitter/X
- WebEngage
- Whatsapp CRM
- Zapier
- edumerge
- Total integrations31
- Ameyo
- Bulk Sender
- CAMU
- CANVAS
- CallHippo
- Cashfree
- ClientCircle
- Creatrix Campus
- Ease
- Edmingle
- Edumarshal
- Employee Navigator
- Exotel
- Five9
- Google Ads
- Google Meet
- Intulse
- Ken42
- Knowlarity
- MCUBE
- Mercer Mettl Coding Assessments
- Mercer | Mettl Examination Platform
- Messenger
- Microsoft Outlook
- Microsoft Teams
- Moodle
- MyOperator
- Pearson TalentLens
- Razorpay
- SAP BW/4HANA
- Stripe
- Twitter/X
- WebEngage
- Whatsapp CRM
- Zapier
- edumerge
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