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AgencyBloc AMS+ vs Salesforce Health Cloud Comparison (2026)

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AgencyBloc AMS+ logo

AgencyBloc AMS+

Salesforce Health Cloud logo

Salesforce Health Cloud

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.

Salesforce Health Cloud is a collaborative, all-round healthcare CRM and patient management software for healthcare providers, payers, and patients

  • 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

350

/user

Per month

  • 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

71

5

4

3

2

1

37

28

6

0

0

  • Value for money
  • Ease of use
  • Features
  • Customer support
63%
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

“It offers powerful tools for managing patient information, coordinating care, and improving workflows. While it takes some time to learn all of its capabilities, it has helped make daily processes more efficient and organized.”
Verified reviewer profile picture

Namrata A.

IT Recruiter

“The ability to customize workflows and generate meaningful reports adds long-term value for both employees and the organization. Despite occasional technical or usability concerns, Health Cloud continues to play an important role in improving service delivery and operational consistency.”
Verified reviewer profile picture

Precious M.

Director of Sales and Marketing

“It allows for seamless agency collaboration across different care teams, and the custom reporting capabilities are incredibly powerful once set up.”
Verified reviewer profile picture

Pradip K.

Office Admin

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

“The platform can feel overly complex at first, and navigating between detailed medical records and admin dashboards isn't always intuitive for new staff.”
Verified reviewer profile picture

Rishi T.

Article Assistant or Consultant

“It requires extensive customization, meaning the overall value for money can feel low during the early implementation stages.”
Verified reviewer profile picture

Pradip K.

Office Admin

“Some bugs and performance issues can appear occasionally, especially when working with large amounts of data.”
YS

Yogesh S.

Flutter Developer

  • Vendor responds to reviews
  • Last review7 months ago
  • Vendor responds to reviews
  • Last reviewa month ago

Key features

  • Total features30
  • 21 CFR Part 11 Compliance
  • API
  • Access Controls/Permissions
  • Accounting Integration
  • Activity Dashboard
  • Activity Monitoring
  • Activity Tracking
  • Ad hoc Reporting
  • Admissions Management
  • Alerts/Escalation
  • Alerts/Notifications
  • Appointment Management
  • Appointment Scheduling
  • Audience Targeting
  • Audit Management
  • Authorization Tracking
  • Automated Routing
  • Automated Scheduling
  • Bed Management
  • Billing & Invoicing
  • Calendar Management
  • Calendar Sync
  • Calendar/Reminder System
  • Campaign Management
  • Candidate Profiles
  • Care Plan Management
  • Case List Management
  • Case Management
  • Charting
  • Chat/Messaging
  • Claims Management
  • Client Chart Audit Tools
  • Client Management
  • Client Portal
  • Clinical Study Management
  • Collaboration Tools
  • Commission Management
  • Commission Statements
  • Communication Management
  • Compliance Management
  • Compliance Tracking
  • Configurable Alerts
  • Configurable Workflow
  • Confirmations/Reminders
  • Contact Database
  • Contact Management
  • Cost Tracking
  • Customer Database
  • Customizable Fields
  • Customizable Forms
  • Customizable Reports
  • Customizable Templates
  • Dashboard
  • Dashboard Creation
  • Data Aggregation
  • Data Capture and Transfer
  • Data Import/Export
  • Data Security
  • Data Synchronization
  • Data Verification
  • Data Visualization
  • Digital Signature
  • Discharge Management
  • Document Imaging
  • Document Management
  • Document Storage
  • Double Data Entry
  • Drag & Drop
  • EMR/EHR
  • Electronic Data Capture
  • Electronic Payments
  • Electronic Signature
  • Eligibility Verification
  • Email Alerts
  • Email Management
  • Email Reminders
  • Email Tracking
  • Employee Management
  • Expiration Date Management
  • Financial Management
  • For Healthcare
  • For Insurance Industry
  • For Medical Purposes
  • Forecasting
  • Forms Management
  • Goal Setting/Tracking
  • Graphical Data Presentation
  • Group Notes
  • HIPAA Compliant
  • Historical Reporting
  • Immunization & Allergy Tracking
  • In-Patient Management
  • Insurance Management
  • Insurance Policy Management
  • Insurance Rating
  • Inventory Management
  • Inventory Optimization
  • Inventory Tracking
  • Invoice Management
  • Lab Information Management
  • Lead Capture
  • Lead Management
  • Level of Care Evaluation
  • Life & Health
  • Live Chat
  • Marketing Automation
  • Mass Notifications
  • Medical Billing
  • Medical History Records
  • Message Personalization
  • Messaging
  • Mobile Access
  • Mobile Alerts
  • Monitoring
  • Multi-Currency
  • Multi-Location
  • Opportunity Management
  • Order Management
  • Order Tracking
  • Out-Patient Management
  • Patient Communications
  • Patient Education
  • Patient Engagement
  • Patient Flow Management
  • Patient Location Tracking
  • Patient Management
  • Patient Monitoring
  • Patient Portal
  • Patient Records Management
  • Patient Recruiting
  • Patient Scheduling
  • Payment Processing
  • Payroll Management
  • Performance Metrics
  • Pharmacy
  • Physician Management
  • Pipeline Management
  • Policy Management
  • Predictive Analytics
  • Product Identification
  • Progress Reports
  • Progress Tracking
  • Property & Casualty
  • Purchase Order Management
  • Purchasing & Receiving
  • Quotes/Estimates
  • Randomization
  • Real Time Data Collection
  • Real-Time Data
  • Real-Time Monitoring
  • Real-Time Notifications
  • Real-Time Reporting
  • Real-Time Updates
  • Real-time Alerts
  • Records Management
  • Referral Management
  • Referral Tracking
  • Registration Management
  • Reminders
  • Reorder Management
  • Reporting & Statistics
  • Reporting/Analytics
  • Risk Assessment
  • Role-Based Permissions
  • SMS Messaging
  • SMS Reminders
  • Sales Forecasting
  • Sales Order Management
  • Sales Pipeline Management
  • Sales Reports
  • Scheduled Messaging
  • Scheduling
  • Search/Filter
  • Segmentation
  • Self Payment
  • Self Service Portal
  • Shipping Management
  • Social Media Integration
  • Stock Management
  • Supply Management
  • Task Management
  • Task Progress Tracking
  • Task Scheduling
  • Team Notes
  • Template Management
  • Third-Party Integrations
  • Time Tracking
  • Training Management
  • Treatment Planning
  • Trial Design
  • Usage Tracking/Analytics
  • Workflow Automation
  • Total features180
  • 21 CFR Part 11 Compliance
  • API
  • Access Controls/Permissions
  • Accounting Integration
  • Activity Dashboard
  • Activity Monitoring
  • Activity Tracking
  • Ad hoc Reporting
  • Admissions Management
  • Alerts/Escalation
  • Alerts/Notifications
  • Appointment Management
  • Appointment Scheduling
  • Audience Targeting
  • Audit Management
  • Authorization Tracking
  • Automated Routing
  • Automated Scheduling
  • Bed Management
  • Billing & Invoicing
  • Calendar Management
  • Calendar Sync
  • Calendar/Reminder System
  • Campaign Management
  • Candidate Profiles
  • Care Plan Management
  • Case List Management
  • Case Management
  • Charting
  • Chat/Messaging
  • Claims Management
  • Client Chart Audit Tools
  • Client Management
  • Client Portal
  • Clinical Study Management
  • Collaboration Tools
  • Commission Management
  • Commission Statements
  • Communication Management
  • Compliance Management
  • Compliance Tracking
  • Configurable Alerts
  • Configurable Workflow
  • Confirmations/Reminders
  • Contact Database
  • Contact Management
  • Cost Tracking
  • Customer Database
  • Customizable Fields
  • Customizable Forms
  • Customizable Reports
  • Customizable Templates
  • Dashboard
  • Dashboard Creation
  • Data Aggregation
  • Data Capture and Transfer
  • Data Import/Export
  • Data Security
  • Data Synchronization
  • Data Verification
  • Data Visualization
  • Digital Signature
  • Discharge Management
  • Document Imaging
  • Document Management
  • Document Storage
  • Double Data Entry
  • Drag & Drop
  • EMR/EHR
  • Electronic Data Capture
  • Electronic Payments
  • Electronic Signature
  • Eligibility Verification
  • Email Alerts
  • Email Management
  • Email Reminders
  • Email Tracking
  • Employee Management
  • Expiration Date Management
  • Financial Management
  • For Healthcare
  • For Insurance Industry
  • For Medical Purposes
  • Forecasting
  • Forms Management
  • Goal Setting/Tracking
  • Graphical Data Presentation
  • Group Notes
  • HIPAA Compliant
  • Historical Reporting
  • Immunization & Allergy Tracking
  • In-Patient Management
  • Insurance Management
  • Insurance Policy Management
  • Insurance Rating
  • Inventory Management
  • Inventory Optimization
  • Inventory Tracking
  • Invoice Management
  • Lab Information Management
  • Lead Capture
  • Lead Management
  • Level of Care Evaluation
  • Life & Health
  • Live Chat
  • Marketing Automation
  • Mass Notifications
  • Medical Billing
  • Medical History Records
  • Message Personalization
  • Messaging
  • Mobile Access
  • Mobile Alerts
  • Monitoring
  • Multi-Currency
  • Multi-Location
  • Opportunity Management
  • Order Management
  • Order Tracking
  • Out-Patient Management
  • Patient Communications
  • Patient Education
  • Patient Engagement
  • Patient Flow Management
  • Patient Location Tracking
  • Patient Management
  • Patient Monitoring
  • Patient Portal
  • Patient Records Management
  • Patient Recruiting
  • Patient Scheduling
  • Payment Processing
  • Payroll Management
  • Performance Metrics
  • Pharmacy
  • Physician Management
  • Pipeline Management
  • Policy Management
  • Predictive Analytics
  • Product Identification
  • Progress Reports
  • Progress Tracking
  • Property & Casualty
  • Purchase Order Management
  • Purchasing & Receiving
  • Quotes/Estimates
  • Randomization
  • Real Time Data Collection
  • Real-Time Data
  • Real-Time Monitoring
  • Real-Time Notifications
  • Real-Time Reporting
  • Real-Time Updates
  • Real-time Alerts
  • Records Management
  • Referral Management
  • Referral Tracking
  • Registration Management
  • Reminders
  • Reorder Management
  • Reporting & Statistics
  • Reporting/Analytics
  • Risk Assessment
  • Role-Based Permissions
  • SMS Messaging
  • SMS Reminders
  • Sales Forecasting
  • Sales Order Management
  • Sales Pipeline Management
  • Sales Reports
  • Scheduled Messaging
  • Scheduling
  • Search/Filter
  • Segmentation
  • Self Payment
  • Self Service Portal
  • Shipping Management
  • Social Media Integration
  • Stock Management
  • Supply Management
  • Task Management
  • Task Progress Tracking
  • Task Scheduling
  • Team Notes
  • Template Management
  • Third-Party Integrations
  • Time Tracking
  • Training Management
  • Treatment Planning
  • Trial Design
  • Usage Tracking/Analytics
  • Workflow Automation

Integrations

  • Total integrations6
  • ClientCircle
  • Employee Navigator
  • Five9
  • Intulse
  • Microsoft Outlook
  • Tableau
  • Zapier
  • Total integrations1
  • ClientCircle
  • Employee Navigator
  • Five9
  • Intulse
  • Microsoft Outlook
  • Tableau
  • Zapier