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Software · head to head

Bold Penguin vs AgencyBloc

Bold Penguin logo

Bold Penguin

Software

Business insurance marketplace for brokers

From
Free
Rated
-
Full reviewWebsite
AgencyBloc logo

AgencyBloc

Software

CRM & commission management for health insurance

From
$70/month
Rated
-
Full reviewWebsite

The short version

  • Only Bold Penguin has a free tier, so it costs nothing to try first.
  • Each has a real cost: Bold Penguin sold to brokers, carriers and MGAs rather than to the businesses buying insurance; AgencyBloc sold as four separate modules, AMS+, Engage+, Quote+ and Commissions+, so a full workflow means licensing several
  • They diverge on capability: Bold Penguin covers Multi-carrier quoting, AgencyBloc covers CRM & contact management.

Where they differ

Only the attributes on which Bold Penguin and AgencyBloc actually diverge.

Attributes where Bold Penguin and AgencyBloc differ
AttributeBold PenguinAgencyBloc
Starting priceFree$70/month
Pricing modeltransactionsubscription
Free tierYesNo
Founded20192008

Identical on both: platforms (Web, Ios, Android), 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 Bold Penguin

  • Multi-carrier quoting
  • Instant quotes
  • Online binding
  • Customer portal
  • Mobile app
  • API access
  • Reporting
  • Multiple carriers

Only in AgencyBloc

  • CRM & contact management
  • Policy management
  • Workflow automation
  • Activity management
  • Email marketing
  • Document storage
  • Custom reporting
  • Zapier

Both cover

  • Commission tracking
  • Data encryption
  • Cloud deployment
  • Web support

What people use each for

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

Bold Penguin

  • Routing and triaging commercial insurance submissionsnot AgencyBloc
  • Automating submission to bind through the Terminal platformnot AgencyBloc
  • Handling complex middle market submissions with SubmissionLinknot AgencyBloc
  • Policy checking with ClauseLinknot AgencyBloc

AgencyBloc

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

Where each one falls short

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

Bold Penguin

  • Sold to brokers, carriers and MGAs rather than to the businesses buying insurance
  • Pricing is not published

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

Bold Penguin

Free
  • Broker AccessFree
    • Multi-carrier quotes
    • Instant quoting
    • Commission tracking

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 Bold Penguin if

  • You need multi-carrier quoting.
  • You want to start without paying.
  • You work on Web, Ios, Android.
  • You also want instant quotes.
Bold Penguin review

Choose AgencyBloc if

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

Questions people ask

Is Bold Penguin or AgencyBloc better?
Neither clearly leads. Bold Penguin starts at Free and AgencyBloc at $70/month, and user ratings are close enough to be indistinguishable. Choose on capability and platform support.
Which is cheaper, Bold Penguin or AgencyBloc?
Bold Penguin has a free tier; the other does not. Paid plans start at Free for Bold Penguin and $70/month for AgencyBloc.
Does Bold Penguin or AgencyBloc run on more platforms?
Both run on Web, Ios, Android, so platform support will not decide this one for you.
Can I use Bold Penguin for free?
Yes. Bold Penguin has a free tier, so you can try it without paying. AgencyBloc starts at $70/month.
What is Bold Penguin best used for?
Bold Penguin is most often used for routing and triaging commercial insurance submissions, automating submission to bind through the terminal platform, handling complex middle market submissions with submissionlink, policy checking with clauselink. Of those, routing and triaging commercial insurance submissions and automating submission to bind through the terminal platform are not what AgencyBloc is typically brought in for.
What can Bold Penguin do that AgencyBloc cannot?
Bold Penguin covers Multi-carrier quoting, Instant quotes, Online binding, Customer portal. AgencyBloc covers CRM & contact management, Policy management, Workflow automation, Activity management. Both handle Commission tracking, Data encryption, Cloud deployment, Web support.
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