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AgencyBloc AMS+ vs Maximizer CRM Comparison (2026)
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4.5
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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
Maximizer CRM
5
132
4
161
3
48
2
14
1
11
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.
Maximizer CRM is a lead management solution designed specifically for the unique challenges that sales teams and managers face. Teams can monitor and achieve revenue targets while effectively tracking activities and evaluating team effectiveness, all from one centralized command center.
- 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
4.1
366
5
4
3
2
1
132
161
48
14
11
- Value for money
- Ease of use
- Features
- Customer support
Pros
Tom B.
President
Michael G.
President
Michael G.
President
Pros
Maggie M.
Administrative Assistant
Maggie M.
Administrative Assistant
Ian W.
Manager, Client Operations
Cons
Michael G.
President
Brandon H.
Director of Client Relations
Aimee M.
Administrative Assistant
Cons
Thomas P.
Administrative Assistant
Maggie M.
Administrative Assistant
James D.
Director
- Vendor responds to reviews
- Last review7 months ago
- Vendor responds to reviews
- Last review2 years ago
Key features
- Total features30
- API
- Access Controls/Permissions
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- Asset Lifecycle Management
- Automated Routing
- Batch Processing
- CRM
- CRM Integration
- Calendar Management
- Calendar Sync
- Calendar/Reminder System
- Campaign Management
- Client Management
- Collaboration Tools
- Commission Management
- Commission Statements
- Compliance Management
- Configurable Workflow
- Contact Database
- Contact Management
- Customer Database
- Customer Segmentation
- Customizable Fields
- Customizable Forms
- Customizable Reports
- Customizable Templates
- Dashboard
- Data Import/Export
- Data Security
- Data Visualization
- Document Management
- Document Storage
- Drag & Drop
- Email Alerts
- Email Management
- Email Marketing
- Email Templates
- Email Tracking
- For Financial Institutions
- For Insurance Industry
- For Sales Teams/Organizations
- For Small Businesses
- For Startups
- For iPad Devices
- Forecasting
- Goal Management
- Goal Setting/Tracking
- Insurance Management
- Insurance Policy Management
- Interaction Tracking
- Knowledge Base Management
- Knowledge Management
- Lead Capture
- Lead Distribution
- Lead Management
- Lead Qualification
- Lead Segmentation
- Life & Health
- Mobile Access
- Mobile App
- Monitoring
- Multi-Channel Communication
- Opportunity Management
- Performance Metrics
- Pipeline Management
- Pipeline Reports
- Policy Management
- Quotes/Estimates
- Real-Time Data
- Real-Time Notifications
- Real-Time Reporting
- Referral Tracking
- Relationship Tracking
- Reminders
- Reporting & Statistics
- Reporting/Analytics
- Role-Based Permissions
- Sales Activity Management
- Sales Forecasting
- Sales Pipeline Management
- Sales Reports
- Sales Trend Analysis
- Search
- Search/Filter
- Segmentation
- Self Service Portal
- Shared Contacts
- Source Tracking
- Support Ticket Management
- Tagging
- Task Management
- Task Scheduling
- Team Assignments
- Template Management
- Templates
- Territory Management
- Third-Party Integrations
- Web Forms
- Workflow Automation
- Workflow Management
- Total features92
- API
- Access Controls/Permissions
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- Asset Lifecycle Management
- Automated Routing
- Batch Processing
- CRM
- CRM Integration
- Calendar Management
- Calendar Sync
- Calendar/Reminder System
- Campaign Management
- Client Management
- Collaboration Tools
- Commission Management
- Commission Statements
- Compliance Management
- Configurable Workflow
- Contact Database
- Contact Management
- Customer Database
- Customer Segmentation
- Customizable Fields
- Customizable Forms
- Customizable Reports
- Customizable Templates
- Dashboard
- Data Import/Export
- Data Security
- Data Visualization
- Document Management
- Document Storage
- Drag & Drop
- Email Alerts
- Email Management
- Email Marketing
- Email Templates
- Email Tracking
- For Financial Institutions
- For Insurance Industry
- For Sales Teams/Organizations
- For Small Businesses
- For Startups
- For iPad Devices
- Forecasting
- Goal Management
- Goal Setting/Tracking
- Insurance Management
- Insurance Policy Management
- Interaction Tracking
- Knowledge Base Management
- Knowledge Management
- Lead Capture
- Lead Distribution
- Lead Management
- Lead Qualification
- Lead Segmentation
- Life & Health
- Mobile Access
- Mobile App
- Monitoring
- Multi-Channel Communication
- Opportunity Management
- Performance Metrics
- Pipeline Management
- Pipeline Reports
- Policy Management
- Quotes/Estimates
- Real-Time Data
- Real-Time Notifications
- Real-Time Reporting
- Referral Tracking
- Relationship Tracking
- Reminders
- Reporting & Statistics
- Reporting/Analytics
- Role-Based Permissions
- Sales Activity Management
- Sales Forecasting
- Sales Pipeline Management
- Sales Reports
- Sales Trend Analysis
- Search
- Search/Filter
- Segmentation
- Self Service Portal
- Shared Contacts
- Source Tracking
- Support Ticket Management
- Tagging
- Task Management
- Task Scheduling
- Team Assignments
- Template Management
- Templates
- Territory Management
- Third-Party Integrations
- Web Forms
- Workflow Automation
- Workflow Management
Integrations
- Total integrations7
- ClientCircle
- Constant Contact
- Ease
- Employee Navigator
- Eventbrite
- Five9
- Gmail
- HubSpot CRM
- Intulse
- Microsoft Excel
- Microsoft Outlook
- Microsoft SharePoint
- Microsoft Word
- QuickBooks Online
- QuickBooks Online Advanced
- QuoteWerks
- SurveyMonkey
- Twilio
- Typeform
- Zapier
- Total integrations15
- ClientCircle
- Constant Contact
- Ease
- Employee Navigator
- Eventbrite
- Five9
- Gmail
- HubSpot CRM
- Intulse
- Microsoft Excel
- Microsoft Outlook
- Microsoft SharePoint
- Microsoft Word
- QuickBooks Online
- QuickBooks Online Advanced
- QuoteWerks
- SurveyMonkey
- Twilio
- Typeform
- Zapier
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