Softwr

Insurance · head to head

AgencyZoom vs AgencyBloc

AgencyZoom logo

AgencyZoom

Insurance

Unified agency management and brokerage platform

From
$249/month
Rated
-
Full reviewWebsite
AgencyBloc logo

AgencyBloc

Insurance

CRM & commission management for health insurance

From
$70/month
Rated
-
Full reviewWebsite

The short version

  • Each has a real cost: AgencyZoom starts at $149 a month for independent agencies, rising to $349 for the Pro tier; AgencyBloc sold as four separate modules, AMS+, Engage+, Quote+ and Commissions+, so a full workflow means licensing several
  • They diverge on capability: AgencyZoom covers Integrated accounting, AgencyBloc covers CRM & contact management.

Where they differ

Only the attributes on which AgencyZoom and AgencyBloc actually diverge.

Attributes where AgencyZoom and AgencyBloc differ
AttributeAgencyZoomAgencyBloc
Starting price$249/month$70/month
Founded20092008

Identical on both: pricing model (subscription), free tier (No), 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 AgencyZoom

  • Integrated accounting
  • Client management
  • Reporting
  • Document management
  • Carrier downloads
  • Client portal
  • Mobile app
  • QuickBooks

Only in AgencyBloc

  • CRM & contact management
  • Commission tracking
  • Workflow automation
  • Activity management
  • Email marketing
  • Document storage
  • Custom reporting
  • HealthSherpa

Both cover

  • Policy management
  • Zapier
  • Data encryption
  • Cloud deployment
  • Web support

What people use each for

The jobs each tool is most often brought in to do.

AgencyZoom

  • Lead management and prospecting for insurance agenciesnot AgencyBloc
  • Automated follow-up and winback campaignsnot AgencyBloc
  • Producer goal tracking and commission calculationnot AgencyBloc
  • Collecting Google reviews from policyholdersnot AgencyBloc
  • Multi-location management for captive agency groupsnot AgencyBloc

AgencyBloc

  • Client and policy management for a health or Medicare agencynot AgencyZoom
  • Commission reconciliation and finding missed carrier paymentsnot AgencyZoom
  • Small group benefits quoting and enrollmentnot AgencyZoom
  • Compliance tracking and reportingnot AgencyZoom
  • Agency websites and email campaignsnot AgencyZoom

Where each one falls short

Documented limitations, not opinions. Every one is a constraint you would hit in normal use.

AgencyZoom

  • Starts at $149 a month for independent agencies, rising to $349 for the Pro tier
  • All plans include up to 7 user seats and extra seats require contacting sales
  • Zapier, Google Reviews and two-way email and texting need the Growth tier at $199 a month
  • AgencyHR, the service centre and events automation are Pro only
  • Integrating with an agency management system may cost extra depending on the system

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

Pricing, plan by plan

AgencyZoom

$249/month
  • Professional$249/month
    • Policy management
    • Accounting
    • Client management

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

Which should you pick?

Choose AgencyZoom if

  • You need integrated accounting.
  • You work on Web, Ios, Android.
  • You also want client management.
AgencyZoom review

Choose AgencyBloc if

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

Questions people ask

Is AgencyZoom or AgencyBloc better?
Neither clearly leads. AgencyZoom starts at $249/month and AgencyBloc at $70/month, and user ratings are close enough to be indistinguishable. Choose on capability and platform support.
Which is cheaper, AgencyZoom or AgencyBloc?
AgencyZoom starts at $249/month and AgencyBloc at $70/month.
Does AgencyZoom or AgencyBloc run on more platforms?
Both run on Web, Ios, Android, so platform support will not decide this one for you.
What is AgencyZoom best used for?
AgencyZoom is most often used for lead management and prospecting for insurance agencies, automated follow-up and winback campaigns, producer goal tracking and commission calculation, collecting google reviews from policyholders. Of those, lead management and prospecting for insurance agencies and automated follow-up and winback campaigns are not what AgencyBloc is typically brought in for.
What can AgencyZoom do that AgencyBloc cannot?
AgencyZoom covers Integrated accounting, Client management, Reporting, Document management. AgencyBloc covers CRM & contact management, Commission tracking, Workflow automation, Activity management. Both handle Policy management, Zapier, Data encryption, Cloud deployment.
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