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Software · head to head

AgencyBloc vs Vertafore AMS360

AgencyBloc logo

AgencyBloc

Software

CRM & commission management for health insurance

From
$70/month
Rated
-
Full reviewWebsite
Vertafore AMS360 logo

Vertafore AMS360

Software

Modern agency management for growing agencies

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; Vertafore AMS360 no pricing is published, and the product page states no rate, tier or cost driver
  • They diverge on capability: AgencyBloc covers CRM & contact management, Vertafore AMS360 covers Integrated accounting.

Where they differ

Only the attributes on which AgencyBloc and Vertafore AMS360 actually diverge.

Attributes where AgencyBloc and Vertafore AMS360 differ
AttributeAgencyBlocVertafore AMS360
Starting price$70/monthOn request
PlatformsWeb, Ios, AndroidWeb, Windows, Ios, Android
Founded20081969

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

Only in Vertafore AMS360

  • Integrated accounting
  • Real-time carrier downloads
  • Document management
  • Business intelligence
  • Commission management
  • Client portal
  • IVANS
  • PL Rating

Both cover

  • Policy management
  • Workflow automation
  • DocuSign
  • SOC2
  • Data encryption
  • 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 Vertafore AMS360
  • Commission reconciliation and finding missed carrier paymentsnot Vertafore AMS360
  • Small group benefits quoting and enrollmentnot Vertafore AMS360
  • Compliance tracking and reportingnot Vertafore AMS360
  • Agency websites and email campaignsnot Vertafore AMS360

Vertafore AMS360

  • Agency management for insurance brokers, covering policies and clientsnot AgencyBloc
  • Tracking commissions, renewals and accounting for an insurance agencynot 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

Vertafore AMS360

  • No pricing is published, and the product page states no rate, tier or cost driver
  • The only route to a figure is a phone call or contact form

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

Vertafore AMS360

On request
  • AMS360$undefined/month
    • Policy management
    • Integrated accounting
    • Real-time downloads
  • AMS360 Plus$undefined/month
    • All AMS360 features
    • Advanced analytics
    • API access

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 Vertafore AMS360 if

  • You need integrated accounting.
  • You work on Web, Windows, Ios, Android.
  • You also want real-time carrier downloads.
Vertafore AMS360 review

Questions people ask

Is AgencyBloc or Vertafore AMS360 better?
Neither clearly leads. AgencyBloc starts at $70/month and Vertafore AMS360 at On request, and user ratings are close enough to be indistinguishable. Choose on capability and platform support.
Which is cheaper, AgencyBloc or Vertafore AMS360?
AgencyBloc starts at $70/month and Vertafore AMS360 at On request.
Does AgencyBloc or Vertafore AMS360 run on more platforms?
AgencyBloc runs on Web, Ios, Android. Vertafore AMS360 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 Vertafore AMS360 is typically brought in for.
What can AgencyBloc do that Vertafore AMS360 cannot?
AgencyBloc covers CRM & contact management, Commission tracking, Activity management, Email marketing. Vertafore AMS360 covers Integrated accounting, Real-time carrier downloads, Document management, Business intelligence. Both handle Policy management, Workflow automation, DocuSign, SOC2.
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Related pages

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