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Software · head to head

AgencyBloc vs Embroker

AgencyBloc logo

AgencyBloc

Software

CRM & commission management for health insurance

From
$70/month
Rated
-
Full reviewWebsite
Embroker logo

Embroker

Software

Enterprise insurance platform for teams

From
On request
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; Embroker pricing is not published; the site states "Services and pricing may vary by state, and are subject to application and underwriting requirements" and pricing is obtained only through a quote application.
  • They diverge on capability: AgencyBloc covers CRM & contact management, Embroker covers Benefits management.

Where they differ

Only the attributes on which AgencyBloc and Embroker actually diverge.

Attributes where AgencyBloc and Embroker differ
AttributeAgencyBlocEmbroker
Starting price$70/monthOn request
Founded20082017

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

Only in Embroker

  • Benefits management
  • Policy administration
  • Employee portal
  • Analytics and reporting
  • Claims management
  • Mobile app
  • Compliance tools
  • Integration support

Both cover

  • SOC2
  • 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 Embroker
  • Commission reconciliation and finding missed carrier paymentsnot Embroker
  • Small group benefits quoting and enrollmentnot Embroker
  • Compliance tracking and reportingnot Embroker
  • Agency websites and email campaignsnot Embroker

Embroker

  • Employee benefits managementnot 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

Embroker

  • Pricing is not published; the site states "Services and pricing may vary by state, and are subject to application and underwriting requirements" and pricing is obtained only through a quote application.

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

Embroker

On request
  • Professional$undefined/month
    • Benefits management
    • Policy administration
    • Employee portal

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 Embroker if

  • You need benefits management.
  • You work on Web, Ios, Android.
  • You also want policy administration.
Embroker review

Questions people ask

Is AgencyBloc or Embroker better?
Neither clearly leads. AgencyBloc starts at $70/month and Embroker at On request, and user ratings are close enough to be indistinguishable. Choose on capability and platform support.
Which is cheaper, AgencyBloc or Embroker?
AgencyBloc starts at $70/month and Embroker at On request.
Does AgencyBloc or Embroker 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 Embroker is typically brought in for.
What can AgencyBloc do that Embroker cannot?
AgencyBloc covers CRM & contact management, Policy management, Commission tracking, Workflow automation. Embroker covers Benefits management, Policy administration, Employee portal, Analytics and reporting. Both handle SOC2, Data encryption, Cloud deployment, Web support.
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