Softwr

Software · head to head

AgencyBloc vs Root Insurance

AgencyBloc logo

AgencyBloc

Software

CRM & commission management for health insurance

From
$70/month
Rated
-
R

Root Insurance

Software

Car insurance priced primarily on driving behavior measured through an app test drive

From
On request
Rated
-

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; Root Insurance telematics based pricing is not used in California and Maryland, where the core driving-behavior pricing model does not apply, as of August 2026

Where they differ

Only the attributes on which AgencyBloc and Root Insurance actually diverge.

Attributes where AgencyBloc and Root Insurance differ
AttributeAgencyBlocRoot Insurance
Starting price$70/monthOn request
Pricing modelsubscriptionquote
PlatformsWeb, Ios, AndroidWeb
Founded2008Unknown

Identical on both: free tier (No), 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 Root Insurance

Nothing recorded that AgencyBloc does not also cover.

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

Root Insurance

No use cases recorded yet. See the Root Insurance review.

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

Root Insurance

  • Telematics based pricing is not used in California and Maryland, where the core driving-behavior pricing model does not apply, as of August 2026
  • No base premium is published; quotes require completing a several week app-based test drive before a rate is shown, as of August 2026

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

Root Insurance

On request

No published plan breakdown. See the Root Insurance review.

Which should you pick?

Choose AgencyBloc if

  • You need crm & contact management.
  • You work on Web, Ios, Android.
  • You also want policy management.

Choose Root Insurance if

Nothing in the data separates Root Insurance from AgencyBloc on the points above - pick on price and on how each one feels to use.

Questions people ask

Is AgencyBloc or Root Insurance better?
Neither clearly leads. AgencyBloc starts at $70/month and Root Insurance at On request, and user ratings are close enough to be indistinguishable. Choose on capability and platform support.
Which is cheaper, AgencyBloc or Root Insurance?
AgencyBloc starts at $70/month and Root Insurance at On request.
Does AgencyBloc or Root Insurance run on more platforms?
AgencyBloc runs on Web, Ios, Android. Root Insurance runs on Web.
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 Root Insurance is typically brought in for.
What can AgencyBloc do that Root Insurance cannot?
AgencyBloc covers CRM & contact management, Policy management, Commission tracking, Workflow automation.

Related pages

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