Software · head to head
AgencyBloc vs AgencyZoom
AgencyBloc
Software
CRM & commission management for health insurance
- From
- $70/month
- Rated
- -
AgencyZoom
Software
Unified agency management and brokerage platform
- From
- $249/month
- Rated
- -
The short version
- Each has a real cost: AgencyBloc sold as four separate modules, AMS+, Engage+, Quote+ and Commissions+, so a full workflow means licensing several; AgencyZoom starts at $149 a month for independent agencies, rising to $349 for the Pro tier
- They diverge on capability: AgencyBloc covers CRM & contact management, AgencyZoom covers Integrated accounting.
Where they differ
Only the attributes on which AgencyBloc and AgencyZoom actually diverge.
| Attribute | AgencyBloc | AgencyZoom |
|---|---|---|
| Starting price | $70/month | $249/month |
| Founded | 2008 | 2009 |
Identical on both: pricing model (subscription), free tier (No), platforms (Web, Ios, Android), user rating (Not yet rated), category (Unknown).
What each one covers
Drawn from each product's published feature list. An absence here means we hold no record of it - not that the product lacks it.
Only in AgencyBloc
- CRM & contact management
- Commission tracking
- Workflow automation
- Activity management
- Email marketing
- Document storage
- Custom reporting
- HealthSherpa
Only in AgencyZoom
- Integrated accounting
- Client management
- Reporting
- Document management
- Carrier downloads
- Client portal
- Mobile app
- QuickBooks
Both cover
- Policy management
- Zapier
- Data encryption
- Cloud deployment
- Web support
What people use each for
The jobs each tool is most often brought in to do.
AgencyBloc
- Client and policy management for a health or Medicare agencynot AgencyZoom
- Commission reconciliation and finding missed carrier paymentsnot AgencyZoom
- Small group benefits quoting and enrollmentnot AgencyZoom
- Compliance tracking and reportingnot AgencyZoom
- Agency websites and email campaignsnot AgencyZoom
AgencyZoom
- Lead management and prospecting for insurance agenciesnot AgencyBloc
- Automated follow-up and winback campaignsnot AgencyBloc
- Producer goal tracking and commission calculationnot AgencyBloc
- Collecting Google reviews from policyholdersnot AgencyBloc
- Multi-location management for captive agency groupsnot AgencyBloc
Where each one falls short
Documented limitations, not opinions. Every one is a constraint you would hit in normal use.
AgencyBloc
- Sold as four separate modules, AMS+, Engage+, Quote+ and Commissions+, so a full workflow means licensing several
- Aimed specifically at health, benefits and Medicare insurance agencies rather than general insurance or other industries
- Pricing is not published
AgencyZoom
- Starts at $149 a month for independent agencies, rising to $349 for the Pro tier
- All plans include up to 7 user seats and extra seats require contacting sales
- Zapier, Google Reviews and two-way email and texting need the Growth tier at $199 a month
- AgencyHR, the service centre and events automation are Pro only
- Integrating with an agency management system may cost extra depending on the system
Pricing, plan by plan
AgencyBloc
$70/month- Essentials$70/month
- CRM & contact management
- Policy management
- Activity tracking
- Professional$140/month
- All Essentials features
- Commission tracking
- Workflow automation
- Enterprise$undefined/month
- All Professional features
- Multi-agency support
- Custom integrations
AgencyZoom
$249/month- Professional$249/month
- Policy management
- Accounting
- Client management
Which should you pick?
Choose AgencyBloc if
- You need crm & contact management.
- You work on Web, Ios, Android.
- You also want commission tracking.
Choose AgencyZoom if
- You need integrated accounting.
- You work on Web, Ios, Android.
- You also want client management.
Questions people ask
- Is AgencyBloc or AgencyZoom better?
- Neither clearly leads. AgencyBloc starts at $70/month and AgencyZoom at $249/month, and user ratings are close enough to be indistinguishable. Choose on capability and platform support.
- Which is cheaper, AgencyBloc or AgencyZoom?
- AgencyBloc starts at $70/month and AgencyZoom at $249/month.
- Does AgencyBloc or AgencyZoom run on more platforms?
- Both run on Web, Ios, Android, so platform support will not decide this one for you.
- What is AgencyBloc best used for?
- AgencyBloc is most often used for client and policy management for a health or medicare agency, commission reconciliation and finding missed carrier payments, small group benefits quoting and enrollment, compliance tracking and reporting. Of those, client and policy management for a health or medicare agency and commission reconciliation and finding missed carrier payments are not what AgencyZoom is typically brought in for.
- What can AgencyBloc do that AgencyZoom cannot?
- AgencyBloc covers CRM & contact management, Commission tracking, Workflow automation, Activity management. AgencyZoom covers Integrated accounting, Client management, Reporting, Document management. Both handle Policy management, Zapier, Data encryption, Cloud deployment.