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AgencyBloc

Public facts

Health and life insurance AMS

Agency management, CRM, commissions, marketing, and optional quoting suite built for health, life, Medicare, ACA, and group-benefits agencies.

Visit agencybloc.com

Overview

AgencyBloc sells AMS+ and related Plus products to health and benefits insurance agencies. The public site describes a purpose-built CRM (not a generic sales CRM) that tracks clients, policies, carriers, agents, tasks, and compliance. Adjacent modules include Engage+ (websites and email), Quote+ (small-group quoting and enrollment), Commissions+ (statement import and reconciliation), and AgencyBloc Intelligence (embedded AI). The vendor cites HIPAA compliance with regular HITRUST and SOC 2 Type II audits, and a community of 6,500+ agencies. Support phone listed: 866-338-7075.

Why it matters It is one of the few AMS products designed around health/Medicare/group books and commission reconciliation rather than P&C downloads.

Target buyer
Health, life, Medicare, ACA, and group-benefits agencies—from independent retailers to IMO/FMO operations—that need policy-level CRM and commissions, not a P&C-first AMS.
Pricing model
Subscription Plus suite; list prices not published on the public homepage
AgencyBloc.com FAQs describe AMS+, Quote+, Commissions+, and Engage+ but do not post a price table. Third-party sites quote a Grow plan starting around $109 per user per month; that figure was not verified on agencybloc.com and is not used as a fact here. Request a demo for current terms.
Availability
National
Research
Last researched 2026-08-23
Agent-strong category

Key features

  • AMS+ CRM for prospects, clients, policies, carriers, and agents
  • Task automation, workflows, and compliance tracking
  • Commissions+ statement import, splits, and discrepancy flags
  • Quote+ multi-carrier small-group compare and enrollment sync
  • Engage+ websites, email campaigns, and pre-built content
  • AgencyBloc Intelligence AI inside existing workstreams

Integrations

  • Quote+ or third-party quoting platforms that sync to AMS+ (vendor: “whether you use our quoting solution or another third-party platform”)
  • Medicare quoting and enrollment platforms (named as a class; individual vendors not fully listed on the homepage FAQ)
  • Email/marketing inside Engage+

Overview

AgencyBloc markets itself as the growth platform for health and benefits agencies. The homepage problem statement is tool sprawl (separate policy, commission, marketing, and quoting systems). The Plus Suite is the bundled answer: CRM, marketing, quoting/enrollment, and commissions in one HIPAA-oriented workspace.

Lines of business called out: Medicare, group benefits, and individual/ACA. Customer stories on the homepage include HTA Insurance Services, Hartloff Benefit Solutions, BOST Workplace Benefits, The Integrity Group, Benefits Now, and JTS Financial, with vendor-attributed outcomes (for example recovered commissions or OEP volume). Those outcomes are testimonials, not audited benchmarks.

AgencyBloc Intelligence is described in a homepage launch note and FAQ as an embedded intelligence engine that reduces admin work while leaving agents in control.

Key Capabilities

  • Policy-centric CRM: clients, policies, carriers, agents, interactions, and tasks.
  • Automation: reminders, triggered emails, assigned actions.
  • Commissions+: import carrier statements, reconcile, report, flag missing money, handle agent splits (one testimonial cites paying 200+ brokers monthly).
  • Quote+: compare medically underwritten, community-rated, and ancillary products; sync elections back to AMS+.
  • Engage+: agency websites and email with CRM-synced campaigns.
  • Security: HIPAA; regular HITRUST and SOC 2 Type II audits (vendor statement).

Integrations & Ecosystem

Public FAQ: quoting can be AgencyBloc Quote+ or another platform that syncs to AMS+; Medicare shops get integrations with “leading Medicare quoting & enrollment platforms” without a full named list on that FAQ. A complete marketplace directory was not captured.

Pricing

No official public price card on the pages reviewed. Sales is demo-led. Do not rely on unofficial $109/user figures until AgencyBloc publishes them.

Notes & Limitations

  • Quote+ exists, but this research set lists AgencyBloc only under Broker CRM, not as a quoting-category product.
  • Review-site ratings on the homepage (4.7–5.0) are vendor-displayed.
  • “National” is inferred from U.S. health-agency positioning; no state-exclusion list was found.

Sources

Tags: AgencyBloc · AMS · health insurance CRM · commissions · Medicare · group benefits