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AgencyBloc AMS+
AgencyBloc AMS+ · Iowa, USA · founded 2008
What it is
AgencyBloc AMS+ is a cloud-based agency management system for health insurance organizations, including independent agencies and wholesale IMO or FMO groups. Its CRM tracks clients, policies, tasks, and interactions, linking policy records with client, agent, and carrier records. Workflows can automate communications and tasks for prospects, client retention, and renewals. Compliance tools cover Scope of Appointment, ACA Consent to Contact, ACA Attestations, broker compensation, and phone recordings. Accounts include analytics plus standard and custom reporting. Listed connections include Connecture, Ease, Employee Navigator, Lead Advantage Pro, SunFire, HealthSherpa, RetireFlo, Zapier, email forwarding, and Microsoft Outlook Sync. AgencyBloc describes HIPAA compliance, a SOC 2 Type II report, SSL encryption in transit, backups across multiple locations, and continuous monitoring. Customers own their data and can export Excel or CSV files. Pricing is available on request.
For and against
For
- CRM links policies with related records
- Automates servicing, lead, and renewal workflows
- Includes insurance compliance workflows
- Offers standard and custom reporting
- Supports Excel and CSV data export
Against
- Pricing is available only on request
- Insurance agency websites cost extra
- Deployment is cloud-based
- Higher plans list premium workflow features
The verdict
AMS+ combines insurance-focused CRM, workflow automation, compliance tools, and reporting in a web system. It is suited to health insurance agencies that need connected policy records and operational workflows.
Who it suits
It is intended for agencies selling group benefits, ACA health insurance, Medicare, life insurance, or combinations of those lines. Independent agencies and wholesale IMO or FMO organizations are specifically included.
Plans and prices
Grow
1 user · automated servicing workflows Basic · click-to-text Basic · automated lead workflows Basic
Read 15 Oct 2026 · g2.com
Accelerate
Premium automated servicing workflows · Premium click-to-text · Premium automated lead workflows · Premium text messaging
Read 15 Oct 2026 · agencybloc.com
Elevate
Premium automated servicing workflows · Premium click-to-text · Premium automated lead workflows · Premium text messaging
Read 15 Oct 2026 · agencybloc.com
On the record
- Activity tracking
- An activity calendar and task tools organize follow-ups and agency work.agencybloc.com · read 15 Oct 2026
- Agent management
- AMS+ includes agent communication, task-management and license or insurance automation tools.agencybloc.com · read 15 Oct 2026
- AI features
- Yesagencybloc.com · read 20 Sep 2026
- API authentication
- Zapier's AgencyBloc connector uses API keys; account owners and users with Manage Users permission can create them.help.zapier.com · read 15 Oct 2026
- API limits
- Zapier's help page states there are no AgencyBloc token or webhook-subscription limits and that custom fields are supported.help.zapier.com · read 15 Oct 2026
- Automation
- Built-in workflows can automate communications and tasks related to prospects, client retention, and policy renewals.agencybloc.com · read 7 Oct 2026
- Backups
- Stored data and attachments are written to multiple locations instantly, backed up multiple times daily and held in multiple physical locations.agencybloc.com · read 15 Oct 2026
- Centralized CRM
- The system centralizes prospects, clients, policies, carriers, agents, tasks and communications.agencybloc.com · read 15 Oct 2026
- Company founding and headquarters
- AgencyBloc says it was founded in 2008 and is headquartered in Iowa; LinkedIn lists Cedar Falls, Iowa.agencybloc.com · read 15 Oct 2026
- Company legal name
- Crunchbase identifies the legal name as AgencyBloc, LLC.crunchbase.com · read 15 Oct 2026
- Company size
- LinkedIn lists AgencyBloc as a privately held software-development company with 51–200 employees.linkedin.com · read 15 Oct 2026
- Compliance
- The product includes tools for Scope of Appointment, ACA Consent to Contact, ACA Attestations, broker compensation, and phone recordings.agencybloc.com · read 7 Oct 2026
- Compliance tools
- Compliance capabilities cover electronic Scope of Appointment, ACA consent, ACA attestations, broker compensation and phone recordings.agencybloc.com · read 15 Oct 2026
- CRM and policies
- It provides CRM tools to track clients, policies, tasks, and interactions, with policy records linked to client, agent, and carrier records.agencybloc.com · read 7 Oct 2026
- Data ownership
- AgencyBloc says customers own their data and can export it in Excel or CSV formats.agencybloc.com · read 15 Oct 2026
- Documentation and support
- GetApp lists email/help-desk, chat, knowledge base, phone support, documentation, webinars, live online training and videos.getapp.com · read 15 Oct 2026
- Funding and investors
- Crunchbase lists Resurgens Technology Partners and Saratoga Partners among AgencyBloc's investors.crunchbase.com · read 15 Oct 2026
- Hosting model
- AgencyBloc describes the product as a SaaS platform and its terms refer to an AgencyBloc-hosted platform and subscription services.agencybloc.com · read 15 Oct 2026