AgencyBloc AMS+ vs SmartOffice

Salesforce Sales Cloud

Thryv

NowCerts

Redtail CRM

ArboStar

charles

Compare AgencyBloc AMS+ and SmartOffice 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

Redtail CRM is a cloud-based customer relationship management (CRM) solution designed for financial professionals, which includes tools for managing contacts, documents, records, activities, email broadcasts, seminars, workflow automations, reporting, and more

Thryv is an all-in-one, cloud-based management platform specifically designed for small businesses. Thryv integrates contact management, CRM, text (SMS) and email marketing, online listings and reputation management, online appointment booking, social media scheduling, payment processing, and more.

Salesforce Sales Cloud is a cloud-based Customer Relationship Management (CRM) application from Salesforce. The platform combines human sales professionals with AI-powered automation, data, and intelligence. This integrated solution is designed to help businesses of all sizes and industries.

SmartOffice is an agency practice management and enterprise CRM solution. It is trusted across the financial services industry to help improve marketing efforts, provide valuable reporting capabilities, and increase sales revenue.

Access Controls/Permissions

Activity/News Feed

Alerts/Notifications

Appointment Scheduling

Calendar Management

Calendar Sync

Calendar/Reminder System

Call Logging

Campaign Management

Commenting/Notes

Contact Database

Customer Database

Customizable Reports

Customizable Templates

Data Import/Export

Document Storage

Drag & Drop

Email Management

Email Marketing

Email Templates

For Financial Institutions

Forecasting

Lead Generation

Pipeline Management

Process/Workflow Automation

Quotes/Estimates

Referral Tracking

Relationship Tracking

Reporting & Statistics

Sales Activity Management

Search/Filter

Segmentation

Task Management

Task Scheduling

Template Management

Territory Management

Third-Party Integrations

Workflow Management

SmartOffice

Android

iPad

iPhone

Financial Advisor

The product was useful to me at that time. My practice needed greater capabilities with configuration, integration, and an intuitive platform to save time.

Database Manager

The people who work there are very nice & helpful. It has a lot of fields particularly under the insurance side.

They don't, they understand the software, that's it. The conversion process is outsourced to India so there is lag time as well as problem with understanding my comments.

FINANCIAL PLANNER

I have been using this for longer than 10 years and it's a great tool that will make you look smart.

It makes me look smart and organized and my clients appreciate the quick response, which by the way they want and expect.

FInancial Advisor

Very easy to use, tracks my files and client information well. Very happy with the price and customer service.

Director of Underwriting Services & Operations

The product is very user friendly & adaptable to your own business process.

Sometimes it is down without warning , other than normal maintenance. Aside from that, I can't think of anything bad to say about it.

President/Investment Advisor 

After learning it's functionality it is a great one stop software option for your CRM needs. It stores Dara and allows me to easily retrieve or integrate it in several ways.

Registered Representative

It integrates with Microsoft but sometimes the scheduling feature changes times for my meetings. I like the ability to capture my client information.

I liked that I could use my CRM any where and not worry about back-ups, theft, fire...etc. That exist with a desktop format.

The data from our old system placed annuity Values into the Premium fields, the occupation was switched from husband to wife and visa versa. Policies were attached to the wrong person within a family.

We have been using Smart Office for close to 10 years now. We gave yet yo find an equivalent package to replace it with.

Hate to say it...but sometimes too many features and/or options, is not a good thing.

AgencyBloc AMS+ vs SmartOffice Comparison (2026)

AgencyBloc AMS+

SmartOffice

Overview

Video & Screenshots

Pricing

User reviews

Key features

Integrations

Alternatives