Softwr

Insurance · head to head

AgencyBloc vs SailPoint

AgencyBloc logo

AgencyBloc

Insurance

CRM & commission management for health insurance

From
$70/month
Rated
-
Full reviewWebsite
SailPoint logo

SailPoint

Insurance

Identity governance for insurance operations

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; SailPoint the Internet Archive's capture of SailPoint's homepage on 30 December 2019 named specific integrations (AWS, Cerner, Epic, Office 365, Salesforce, SAP, ServiceNow, Workday) and compliance frameworks covered (CCPA, FISMA, GDPR, HIPAA, SOX), but no price figure was published on the page.
  • They diverge on capability: AgencyBloc covers CRM & contact management, SailPoint covers Identity governance.

Where they differ

Only the attributes on which AgencyBloc and SailPoint actually diverge.

Attributes where AgencyBloc and SailPoint differ
AttributeAgencyBlocSailPoint
Starting price$70/monthOn request
PlatformsWeb, Ios, AndroidWeb, On-premise
Founded20082005

Identical on both: pricing model (subscription), 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
  • Commission tracking
  • Workflow automation
  • Activity management
  • Email marketing
  • Document storage
  • Custom reporting

Only in SailPoint

  • Identity governance
  • Access management
  • Compliance automation
  • Risk analytics
  • Reporting
  • Audit trails
  • API access
  • Integration support

Both cover

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

SailPoint

  • Access controlnot AgencyBloc
  • Compliance 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

SailPoint

  • The Internet Archive's capture of SailPoint's homepage on 30 December 2019 named specific integrations (AWS, Cerner, Epic, Office 365, Salesforce, SAP, ServiceNow, Workday) and compliance frameworks covered (CCPA, FISMA, GDPR, HIPAA, SOX), but no price figure was published on the page.

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

SailPoint

On request
  • Enterprise$undefined/month
    • Identity governance
    • Access management
    • Compliance monitoring

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 SailPoint if

  • You need identity governance.
  • You work on Web, On-premise.
  • You also want access management.
SailPoint review

Questions people ask

Is AgencyBloc or SailPoint better?
Neither clearly leads. AgencyBloc starts at $70/month and SailPoint at On request, and user ratings are close enough to be indistinguishable. Choose on capability and platform support.
Which is cheaper, AgencyBloc or SailPoint?
AgencyBloc starts at $70/month and SailPoint at On request.
Does AgencyBloc or SailPoint run on more platforms?
AgencyBloc runs on Web, Ios, Android. SailPoint runs on Web, On-premise.
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 SailPoint is typically brought in for.
What can AgencyBloc do that SailPoint cannot?
AgencyBloc covers CRM & contact management, Policy management, Commission tracking, Workflow automation. SailPoint covers Identity governance, Access management, Compliance automation, Risk analytics. Both handle SOC2, Cloud deployment, Web support.
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