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Software · head to head

AgencyBloc vs Bolt Solutions

AgencyBloc logo

AgencyBloc

Software

CRM & commission management for health insurance

From
$70/month
Rated
-
Full reviewWebsite
Bolt Solutions logo

Bolt Solutions

Software

Commercial insurance distribution platform

From
On request
Rated
-
Full reviewWebsite

The short version

  • They diverge on capability: AgencyBloc covers CRM & contact management, Bolt Solutions covers Commercial quoting.

Where they differ

Only the attributes on which AgencyBloc and Bolt Solutions actually diverge.

Attributes where AgencyBloc and Bolt Solutions differ
AttributeAgencyBlocBolt Solutions
Starting price$70/monthOn request
Pricing modelsubscriptiontransaction
PlatformsWeb, Ios, AndroidWeb, Api
Founded20082007

Identical on both: free tier (No), 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
  • Commission tracking
  • Workflow automation
  • Activity management
  • Email marketing
  • Document storage
  • Custom reporting

Only in Bolt Solutions

  • Commercial quoting
  • Multi-carrier marketplace
  • Instant binding
  • Policy issuance
  • Agent portal
  • Carrier connectivity
  • Document generation
  • Analytics dashboard

Both cover

  • SOC2
  • Data encryption
  • Role-based access
  • 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 Bolt Solutions
  • Commission reconciliation and finding missed carrier paymentsnot Bolt Solutions
  • Small group benefits quoting and enrollmentnot Bolt Solutions
  • Compliance tracking and reportingnot Bolt Solutions
  • Agency websites and email campaignsnot Bolt Solutions

Bolt Solutions

  • Commercial quotingnot AgencyBloc
  • Small business insurancenot AgencyBloc
  • BOP policiesnot AgencyBloc
  • Workers compnot AgencyBloc
  • Multi-carrier accessnot 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

Bolt Solutions

Nothing recorded yet. See the Bolt Solutions review.

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

Bolt Solutions

On request
  • Agent Portal$undefined/month
    • Commercial quoting
    • Multi-carrier access
    • Policy binding
  • Enterprise$undefined/custom
    • All Agent features
    • API access
    • White-label options

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 Bolt Solutions if

  • You need commercial quoting.
  • You work on Web, Api.
  • You also want multi-carrier marketplace.
Bolt Solutions review

Questions people ask

Is AgencyBloc or Bolt Solutions better?
Neither clearly leads. AgencyBloc starts at $70/month and Bolt Solutions at On request, and user ratings are close enough to be indistinguishable. Choose on capability and platform support.
Which is cheaper, AgencyBloc or Bolt Solutions?
AgencyBloc starts at $70/month and Bolt Solutions at On request.
Does AgencyBloc or Bolt Solutions run on more platforms?
AgencyBloc runs on Web, Ios, Android. Bolt Solutions runs on Web, Api.
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 Bolt Solutions is typically brought in for.
What can AgencyBloc do that Bolt Solutions cannot?
AgencyBloc covers CRM & contact management, Policy management, Commission tracking, Workflow automation. Bolt Solutions covers Commercial quoting, Multi-carrier marketplace, Instant binding, Policy issuance. Both handle SOC2, Data encryption, Role-based access, Cloud deployment.
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Related pages

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