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Software · head to head

AgencyBloc vs Bold Penguin

AgencyBloc logo

AgencyBloc

Software

CRM & commission management for health insurance

From
$70/month
Rated
-
Full reviewWebsite
Bold Penguin logo

Bold Penguin

Software

Business insurance marketplace for brokers

From
Free
Rated
-
Full reviewWebsite

The short version

  • Only Bold Penguin has a free tier, so it costs nothing to try first.
  • Each has a real cost: AgencyBloc sold as four separate modules, AMS+, Engage+, Quote+ and Commissions+, so a full workflow means licensing several; Bold Penguin sold to brokers, carriers and MGAs rather than to the businesses buying insurance
  • They diverge on capability: AgencyBloc covers CRM & contact management, Bold Penguin covers Multi-carrier quoting.

Where they differ

Only the attributes on which AgencyBloc and Bold Penguin actually diverge.

Attributes where AgencyBloc and Bold Penguin differ
AttributeAgencyBlocBold Penguin
Starting price$70/monthFree
Pricing modelsubscriptiontransaction
Free tierNoYes
Founded20082019

Identical on both: 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
  • Policy management
  • Workflow automation
  • Activity management
  • Email marketing
  • Document storage
  • Custom reporting
  • Zapier

Only in Bold Penguin

  • Multi-carrier quoting
  • Instant quotes
  • Online binding
  • Customer portal
  • Mobile app
  • API access
  • Reporting
  • Multiple carriers

Both cover

  • Commission tracking
  • 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 Bold Penguin
  • Commission reconciliation and finding missed carrier paymentsnot Bold Penguin
  • Small group benefits quoting and enrollmentnot Bold Penguin
  • Compliance tracking and reportingnot Bold Penguin
  • Agency websites and email campaignsnot Bold Penguin

Bold Penguin

  • Routing and triaging commercial insurance submissionsnot AgencyBloc
  • Automating submission to bind through the Terminal platformnot AgencyBloc
  • Handling complex middle market submissions with SubmissionLinknot AgencyBloc
  • Policy checking with ClauseLinknot 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

Bold Penguin

  • Sold to brokers, carriers and MGAs rather than to the businesses buying insurance
  • Pricing is not published

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

Bold Penguin

Free
  • Broker AccessFree
    • Multi-carrier quotes
    • Instant quoting
    • Commission tracking

Which should you pick?

Choose AgencyBloc if

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

Choose Bold Penguin if

  • You need multi-carrier quoting.
  • You want to start without paying.
  • You work on Web, Ios, Android.
  • You also want instant quotes.
Bold Penguin review

Questions people ask

Is AgencyBloc or Bold Penguin better?
Neither clearly leads. AgencyBloc starts at $70/month and Bold Penguin at Free, and user ratings are close enough to be indistinguishable. Choose on capability and platform support.
Which is cheaper, AgencyBloc or Bold Penguin?
Bold Penguin has a free tier; the other does not. Paid plans start at $70/month for AgencyBloc and Free for Bold Penguin.
Does AgencyBloc or Bold Penguin run on more platforms?
Both run on Web, Ios, Android, so platform support will not decide this one for you.
Can I use Bold Penguin for free?
Yes. Bold Penguin has a free tier, so you can try it without paying. AgencyBloc starts at $70/month.
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 Bold Penguin is typically brought in for.
What can AgencyBloc do that Bold Penguin cannot?
AgencyBloc covers CRM & contact management, Policy management, Workflow automation, Activity management. Bold Penguin covers Multi-carrier quoting, Instant quotes, Online binding, Customer portal. Both handle Commission tracking, Data encryption, Cloud deployment, Web support.
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Related pages

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