AgencyBloc AMS+ vs Dynamics 365

Zoho CRM

NetSuite

SAP S/4HANA Cloud

NowCerts

ArboStar

charles

Compare AgencyBloc AMS+ and Dynamics 365 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

Zoho CRM is a cloud-based customer relationship management (CRM) solution that helps businesses of all sizes close deals smarter, better and faster. The solution lets businesses reach customers through every channel, including telephone, email, social media, and live chat.

NetSuite is an AI-powered cloud-based business management suite. It helps organizations streamline their operations and gain real-time insights into their performance. The suite caters to a range of industries such as manufacturing, retail, and professional services.

SAP S/4HANA Cloud is a cloud-based intelligent ERP system specifically developed for companies in all industries offering them a broad and flexible functionality.

Microsoft Dynamics 365 is a multi-language, multi-currency enterprise resource planning (ERP) software. The solution is designed for midsize and larger companies, and is fully customizable and extensible through its rich development platform and tools.

Accounts Payable

Accounts Receivable

Asset Lifecycle Management

Bank Reconciliation

Billing & Invoicing

Budgeting/Forecasting

Calendar Management

Calendar/Reminder System

Campaign Management

Campaign Planning

Cash Management

Chat/Messaging

Consolidation/Roll-Up

Contact Database

Conversion Tracking

Customer Database

Customer History

Customer Segmentation

Customizable Branding

Customizable Templates

Dashboard Creation

Data Connectors

Data Import/Export

Data Visualization

Dispatch Management

Document Storage

Email Management

Email Marketing

Email Templates

Employee Management

Employee Scheduling

Expense Tracking

Financial Analysis

Financial Management

Financial Reporting

Fixed Asset Management

For Call Centers

For iPad Devices

For Medical Purposes

For Real Estate

For Startups

Forecasting

Fund Management

General Ledger

HR Management

Income & Balance Sheet

Integrated Business Operations

Interaction Tracking

Internal Chat Integration

Inventory Management

Invoice Creation

Invoice Management

Invoice Processing

Knowledge Base Management

Knowledge Management

KPI Monitoring

Labor Forecasting

Lead Generation

Lead Nurturing

Lead Qualification

Lead Segmentation

Maintenance Scheduling

Marketing Automation

Mobile App

Multi-Channel Communication

Multi-Channel Marketing

Multi-Currency

Online Invoicing

Payroll Management

Pipeline Management

Point of Sale (POS)

Profit/Loss Statement

Project Management

Prospecting Tools

Purchase Order Management

Remote Access/Control

Reporting & Statistics

Requisition Management

Sales Trend Analysis

Scheduling

Search/Filter

Self Service Portal

Single Page View

Dynamics 365

Android

iPhone

Freelancer

The planning and financial organization  helps the sales rise, helps keep good records of clients in line. Very user friendly if you know your computer well.

benefits administrator

Everyone involved was impressed by the organization of the training and effectiveness of it. They offered us the ability to call anytime if we have any issues.

programmer

I like this software because it is affordable and and adds a lot of value to my money which is why I love it.

Project Manager

My overall experience with this software so far is very good. They constantly try to improve and add more fantastic features.

Content Creator on Youtube

It is great for product line of enterprise resource planning and customer relationship management application. It is easy to use and if you need help the support is fantastic.

Director of Digital Transformation

We made the switch and have enjoyed an overlooked benefit from our new provider, a robust customer community to help us solve challenges above our head.

Founder

Plus, its integrated systems is great that helps align our sales and marketing process that help produce a seamless experience for our customers.

Self employed 

My overall experience with dynamics is wonderful because you can you use it for meeting etc and it’s lovely to have.

International Operations Manager

Is a pretty comfortable CRM, smart, complete, and professional. Don´t waste your time looking for another CRM´s this one is the best, this one has the best tools and features.

Network Analyst

The Best thing about MS dynamics is that it provides the opportunity of interaction between users and clients. It has a very simple interface which makes it very easy to record negotiations.

Assistant Controller

This software is affordable and within our budget. I really like its ease of implementation and use.

Sr. System Analyst

Customer service has suffered due to the dropped messages, limited user interface and time consuming ticket entry. Users and employees alike avoid the system.

Software Development Engineer

The predictive insights that the software provides with the intelligence of AI is quite outstanding.

AgencyBloc AMS+ vs Dynamics 365 Comparison (2026)

AgencyBloc AMS+ vs Dynamics 365 Comparison (2026)

AgencyBloc AMS+

Dynamics 365

Overview

Video & Screenshots

Pricing

User reviews

Key features

Integrations

Alternatives