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Insurance · head to head

AgencyBloc vs InsurancePro

AgencyBloc logo

AgencyBloc

Insurance

CRM & commission management for health insurance

From
$70/month
Rated
-
Full reviewWebsite
I

InsurancePro

Insurance

Agency management system for small US personal lines insurance agencies, now sold by Zywave

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; InsurancePro commercial lines handling is thin next to Applied Epic or AMS360, so an agency that grows into mid-market commercial accounts will usually have to migrate rather than upgrade, and agency management migrations routinely take six months and lose historic activity notes.
  • They diverge on capability: AgencyBloc covers CRM & contact management, InsurancePro covers Policy and client records.
  • Prices and features above were last checked on 1 September 2026.

Where they differ

Only the attributes on which AgencyBloc and InsurancePro actually diverge.

Attributes where AgencyBloc and InsurancePro differ
AttributeAgencyBlocInsurancePro
Starting price$70/monthOn request
Pricing modelsubscriptionquote
PlatformsWeb, Ios, AndroidWeb, Windows, iOS, Android
Founded2008Unknown

Identical on both: free tier (No), 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
  • Policy management
  • Workflow automation
  • Activity management
  • Email marketing
  • Custom reporting
  • Zapier
  • HealthSherpa

Only in InsurancePro

  • Policy and client records
  • TurboRater integration
  • ACORD forms and certificates
  • Automated task lists
  • Reporting
  • Download processing

Both cover

  • Commission tracking
  • Document storage

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

InsurancePro

  • A five person personal lines agency already running TurboRater that wants a management system from the same vendor so quotes flow through without rekeyingnot AgencyBloc
  • An agency leaving paper files and spreadsheets that needs ACORD forms and carrier download without an enterprise implementation projectnot AgencyBloc
  • A start-up agency that cannot justify Applied Epic pricing but needs commission reconciliation from day onenot AgencyBloc
  • An agency owner who wants one supplier relationship covering rating, management and forms rather than stitching three vendors togethernot 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

InsurancePro

  • Commercial lines handling is thin next to Applied Epic or AMS360, so an agency that grows into mid-market commercial accounts will usually have to migrate rather than upgrade, and agency management migrations routinely take six months and lose historic activity notes.
  • TurboRater is a separate purchase, so the integration that is the main reason to buy InsurancePro is only available if you pay for both products, which changes the total cost comparison against systems that include no rater at all.
  • Pricing is not published anywhere, so agencies cannot benchmark before entering a sales conversation and the quote varies with agency size and negotiation.
  • Since the Zywave acquisition the product sits inside a portfolio whose strategic focus is benefits and commercial content, which raises a real question about how much engineering investment a small personal lines AMS will attract over the next few years.
  • Carrier download coverage depends on IVANS connections that the agency must arrange with each carrier, so a new agency can spend weeks chasing download authorisations before the automation the system promises actually works.

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

InsurancePro

On request
  • InsurancePro$undefined/year
    • Agency management system
    • TurboRater integration sold separately
    • Carrier download

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 InsurancePro if

  • You need policy and client records.
  • You work on Web, Windows, iOS, Android.
  • You also want turborater integration.
InsurancePro review

Questions people ask

Is AgencyBloc or InsurancePro better?
Neither clearly leads. AgencyBloc starts at $70/month and InsurancePro at On request, and user ratings are close enough to be indistinguishable. Choose on capability and platform support.
Which is cheaper, AgencyBloc or InsurancePro?
AgencyBloc starts at $70/month and InsurancePro at On request.
Does AgencyBloc or InsurancePro run on more platforms?
AgencyBloc runs on Web, Ios, Android. InsurancePro runs on Web, Windows, iOS, Android.
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 InsurancePro is typically brought in for.
What can AgencyBloc do that InsurancePro cannot?
AgencyBloc covers CRM & contact management, Policy management, Workflow automation, Activity management. InsurancePro covers Policy and client records, TurboRater integration, ACORD forms and certificates, Automated task lists. Both handle Commission tracking, Document storage.

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
InsurancePro: Is InsurancePro still sold under its own name?

Yes. It is now a Zywave product, sold on the TurboRater site as InsurancePro, but it retains its own name and its own product page.

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
InsurancePro: Do I need TurboRater to use InsurancePro?

No, but without it you lose the quote-to-management data flow that is the main commercial argument for choosing this system over a rival.

InsurancePro: Can it handle commercial lines?

It can record commercial policies and produce commercial ACORD forms, but agencies writing substantial commercial books generally find the workflow and reporting insufficient.

InsurancePro: What does it cost?

Zywave does not publish pricing. Expect a quote based on agency headcount and modules, with rating licensed separately.

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