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Insurance · head to head

AgencyBloc vs PolicyGenius

AgencyBloc logo

AgencyBloc

Insurance

CRM & commission management for health insurance

From
$70/month
Rated
-
Full reviewWebsite
PolicyGenius logo

PolicyGenius

Insurance

Simplified insurance shopping platform

From
Free
Rated
-
Full reviewWebsite

The short version

  • Only PolicyGenius 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; PolicyGenius not a SaaS product with pricing; operates as insurance marketplace
  • They diverge on capability: AgencyBloc covers CRM & contact management, PolicyGenius covers Quote comparison.
  • Prices and features above were last checked on 30 August 2026.

Where they differ

Only the attributes on which AgencyBloc and PolicyGenius actually diverge.

Attributes where AgencyBloc and PolicyGenius differ
AttributeAgencyBlocPolicyGenius
Starting price$70/monthFree
Pricing modelsubscriptionfreemium
Free tierNoYes
Founded20082014

Identical on both: platforms (Web, Ios, Android), 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
  • Commission tracking
  • Workflow automation
  • Activity management
  • Email marketing
  • Custom reporting
  • Zapier
  • HealthSherpa

Only in PolicyGenius

  • Quote comparison
  • Policy application
  • Digital underwriting
  • Claims filing
  • Expert advisors
  • Mobile app
  • Multiple carriers
  • Banking systems

Both cover

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

PolicyGenius

  • Life insurance shoppingnot AgencyBloc
  • Home insurance comparisonnot AgencyBloc
  • Policy managementnot AgencyBloc
  • Financial protectionnot 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

PolicyGenius

  • Not a SaaS product with pricing; operates as insurance marketplace
  • No subscription fees or recurring billing structure
  • Insurance premium quotes are non-binding and determined by underwriters

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

PolicyGenius

Free
  • Free Quote ToolFree
    • Compare life insurance quotes
    • Home insurance quotes
    • Auto insurance quotes
  • Premium Support$undefined/month
    • Expert advisor consultation
    • Personalized recommendations
    • Policy comparison

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 PolicyGenius if

  • You need quote comparison.
  • You want to start without paying.
  • You work on Web, Ios, Android.
  • You also want policy application.
PolicyGenius review

Questions people ask

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

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
PolicyGenius: Does Policygenius charge for insurance quotes?

No. Policygenius provides free quotes tailored to your needs with support from licensed agents. Insurance policy premium quotes displayed are non-binding and determined by the underwriting insurance company. Source: https://www.policygenius.com

Source
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
PolicyGenius: How does Policygenius make money if quotes are free?

Policygenius operates as an insurance marketplace; commissions come from insurance carriers, not from customer quotes. All quote evaluations and initial consultations with licensed agents are free. Source: https://www.policygenius.com

Source
PolicyGenius: Are there any hidden fees for using Policygenius?

No hidden fees exist for quote requests or initial agent consultations on Policygenius. The only costs are insurance premiums from carriers, which are determined after underwriting review. Source: https://www.policygenius.com

Source
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