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Software · head to head

AgencyBloc vs CoverWallet

AgencyBloc logo

AgencyBloc

Software

CRM & commission management for health insurance

From
$70/month
Rated
-
Full reviewWebsite
C

CoverWallet

Software

Business insurance management platform

From
Free
Rated
-
Full reviewWebsite

The short version

  • Only CoverWallet 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; CoverWallet the Internet Archive's capture of CoverWallet's homepage on 19 December 2020 confirmed it operates as 'an Aon company' offering free instant quotes across insurance lines (general liability, workers compensation, business owners policy, cyber liability, D&O) rather than any published price list.
  • They diverge on capability: AgencyBloc covers CRM & contact management, CoverWallet covers Quote comparison.

Where they differ

Only the attributes on which AgencyBloc and CoverWallet actually diverge.

Attributes where AgencyBloc and CoverWallet differ
AttributeAgencyBlocCoverWallet
Starting price$70/monthFree
Pricing modelsubscriptiontransaction
Free tierNoYes
Founded20082011

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
  • Commission tracking
  • Workflow automation
  • Activity management
  • Email marketing
  • Document storage
  • Custom reporting
  • Zapier

Only in CoverWallet

  • Quote comparison
  • Expert guidance
  • Online binding
  • Renewal reminders
  • 24/7 support
  • Mobile app
  • Claims support
  • Multiple carriers

Both cover

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

CoverWallet

  • Insurance comparisonnot 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

CoverWallet

  • The Internet Archive's capture of CoverWallet's homepage on 19 December 2020 confirmed it operates as 'an Aon company' offering free instant quotes across insurance lines (general liability, workers compensation, business owners policy, cyber liability, D&O) rather than any published price list.

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

CoverWallet

Free
  • Free AccessFree
    • Quote comparison
    • Expert advice
    • Online binding

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 CoverWallet if

  • You need quote comparison.
  • You want to start without paying.
  • You work on Web, Ios, Android.
  • You also want expert guidance.
CoverWallet review

Questions people ask

Is AgencyBloc or CoverWallet better?
Neither clearly leads. AgencyBloc starts at $70/month and CoverWallet at Free, and user ratings are close enough to be indistinguishable. Choose on capability and platform support.
Which is cheaper, AgencyBloc or CoverWallet?
CoverWallet has a free tier; the other does not. Paid plans start at $70/month for AgencyBloc and Free for CoverWallet.
Does AgencyBloc or CoverWallet run on more platforms?
Both run on Web, Ios, Android, so platform support will not decide this one for you.
Can I use CoverWallet for free?
Yes. CoverWallet 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 CoverWallet is typically brought in for.
What can AgencyBloc do that CoverWallet cannot?
AgencyBloc covers CRM & contact management, Commission tracking, Workflow automation, Activity management. CoverWallet covers Quote comparison, Expert guidance, Online binding, Renewal reminders. Both handle Policy management, Data encryption, Cloud deployment, Web support.
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