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Insurance · head to head

AgencyBloc vs Policyholders

AgencyBloc logo

AgencyBloc

Insurance

CRM & commission management for health insurance

From
$70/month
Rated
-
Full reviewWebsite
P

Policyholders

Insurance

Insurance platform for brokers and agents

From
$99/month
Rated
-
Full reviewWebsite

The short version

  • They diverge on capability: AgencyBloc covers CRM & contact management, Policyholders covers Client management.

Where they differ

Only the attributes on which AgencyBloc and Policyholders actually diverge.

Attributes where AgencyBloc and Policyholders differ
AttributeAgencyBlocPolicyholders
Starting price$70/month$99/month
CategoryInsuranceUnknown
Founded20082010

Identical on both: pricing model (subscription), free tier (No), platforms (Web, Ios, Android), user rating (Not yet rated).

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
  • Workflow automation
  • Activity management
  • Email marketing
  • Custom reporting
  • Zapier
  • HealthSherpa
  • Connecture

Only in Policyholders

  • Client management
  • Task management
  • Calendar integration
  • Reporting and analytics
  • Mobile app
  • IVANS
  • Carrier APIs
  • QuickBooks

Both cover

  • Policy management
  • Commission tracking
  • Document storage
  • Outlook
  • SOC2
  • 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 Policyholders
  • Commission reconciliation and finding missed carrier paymentsnot Policyholders
  • Small group benefits quoting and enrollmentnot Policyholders
  • Compliance tracking and reportingnot Policyholders
  • Agency websites and email campaignsnot Policyholders

Policyholders

  • Policy administrationnot AgencyBloc
  • Client managementnot AgencyBloc
  • Commission trackingnot AgencyBloc
  • Agency operationsnot 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

Policyholders

Nothing recorded yet. See the Policyholders 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

Policyholders

$99/month
  • Starter$99/month
    • Policy management
    • Client tracking
    • Basic reporting
  • Professional$299/month
    • All Starter features
    • Commission tracking
    • Advanced analytics

Which should you pick?

Choose AgencyBloc if

  • You need crm & contact management.
  • You work on Web, Ios, Android.
  • You also want workflow automation.
AgencyBloc review

Choose Policyholders if

  • You need client management.
  • You work on Web, Ios, Android.
  • You also want task management.
Policyholders review

Questions people ask

Is AgencyBloc or Policyholders better?
Neither clearly leads. AgencyBloc starts at $70/month and Policyholders at $99/month, and user ratings are close enough to be indistinguishable. Choose on capability and platform support.
Which is cheaper, AgencyBloc or Policyholders?
AgencyBloc starts at $70/month and Policyholders at $99/month.
Does AgencyBloc or Policyholders 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 Policyholders is typically brought in for.
What can AgencyBloc do that Policyholders cannot?
AgencyBloc covers CRM & contact management, Workflow automation, Activity management, Email marketing. Policyholders covers Client management, Task management, Calendar integration, Reporting and analytics. Both handle Policy management, Commission tracking, Document storage, Outlook.
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Related pages

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