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AgencyBloc AMS+ vs Proformex Comparison (2026)

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Good recommendations?

AgencyBloc AMS+

Proformex

(0)

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.

Proformex is the leading inforce management platform offering data aggregation, analytics and portfolio monitoring for life insurance.

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

view more detailsview details

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

view more detailsview details

Video & Screenshots

No videos yet

No screenshots yet

Pricing

Starting from

109

/user

Per month

Free trial available
Credit cardless trial
Free account
Subscription based

Starting from

3000

Free trial available
Credit cardless trial
Free account
Subscription based

User reviews

4.7

129

102

Value for money

Ease of use

Features

Customer support

91%

would recommend this app

No reviews

Value for money

Ease of use

Features

Customer support

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.”

Tom B.

President

“It is inexpensive and has some texting and email functionality. ”

Michael G.

President

“Random info comes over with no rhyme or reason. ”

Michael G.

President

Pros

Not enoughreviews yet

Cons

“Teams knowledge was subpar. ”

Michael G.

President

“Lead conversion does not appear to leave a reportable record so far to be able to track conversion KPIs.”

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. ”

Aimee M.

Administrative Assistant

Cons

Not enoughreviews yet