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Insurance · head to head

AgencyBloc vs AgencyZoom

AgencyBloc logo

AgencyBloc

Insurance

CRM & commission management for health insurance

From
$70/month
Rated
-
Full reviewWebsite
AgencyZoom logo

AgencyZoom

Insurance

Unified agency management and brokerage platform

From
$99/month
Rated
-
Full reviewWebsite

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.
  • Prices and features above were last checked on 30 August 2026.

Where they differ

Only the attributes on which AgencyBloc and AgencyZoom actually diverge.

Attributes where AgencyBloc and AgencyZoom differ
AttributeAgencyBlocAgencyZoom
Starting price$70/month$99/month
Founded20082009

Identical on both: pricing model (subscription), free tier (No), platforms (Web, Ios, Android), user rating (Not yet rated), category (Insurance).

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

$99/month
  • Essential$149/month
    • Up to 7 seats
    • 14-day free trial
    • Most limited offering
  • Growth$199/month
    • Up to 7 seats
    • 14-day free trial
    • Excludes events automation and service center
  • Pro$349/month
    • Up to 7 seats
    • 14-day free trial
    • Full feature set

Which should you pick?

Choose AgencyBloc if

  • You need crm & contact management.
  • You work on Web, Ios, Android.
  • You also want commission tracking.
AgencyBloc review

Choose AgencyZoom if

  • You need integrated accounting.
  • You work on Web, Ios, Android.
  • You also want client management.
AgencyZoom review

Questions people ask

Is AgencyBloc or AgencyZoom better?
Neither clearly leads. AgencyBloc starts at $70/month and AgencyZoom at $99/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 $99/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.

Answered from the vendors’ own pages

AgencyBloc: How much does AgencyBloc cost?

AgencyBloc does not publish transparent pricing. The platform offers three product lines (AMS+, Commissions+, and Quote+) with pricing determined by transaction volume. Exact costs require contacting AgencyBloc to request customized pricing information for your agency size. Source: https://www.agencybloc.com/pricing

Source
AgencyZoom: What is the maximum number of team seats included in AgencyZoom plans?

All AgencyZoom plans (Essential at $149/month, Growth at $199/month, and Pro at $349/month) include up to 7 seats for team members. Additional seats beyond 7 require contacting the sales team.

Source
AgencyBloc: What AgencyBloc tiers are available?

AgencyBloc offers three tier levels for AMS+ (Grow, Accelerate, Elevate) with features listed but no associated pricing. Commissions+ and Quote+ pricing are also based on transaction volume. Feature details are available but specific costs require a demo request. Source: https://www.agencybloc.com/pricing

Source
AgencyZoom: Can I pay AgencyZoom annually for a discount?

Yes. AgencyZoom offers a 20 percent discount when billing annually instead of month-to-month across all plans (Essential, Growth, and Pro). Month-to-month cancellation is available on all tiers.

Source
AgencyZoom: How long is the free trial for AgencyZoom?

AgencyZoom offers a 14-day free trial on all three plan tiers (Essential, Growth, and Pro). The trial includes full platform access to evaluate features before committing to a paid subscription.

Source
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