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Insurance · head to head

AgencyBloc vs InsuredMine

AgencyBloc logo

AgencyBloc

Insurance

CRM & commission management for health insurance

From
$70/month
Rated
-
Full reviewWebsite
InsuredMine logo

InsuredMine

Insurance

Sales pipeline and client engagement layer that sits on top of an agency management system

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; InsuredMine integration depth varies by agency management system, so capability demonstrated on one platform may not exist on yours and must be tested against live data before purchase.
  • They diverge on capability: AgencyBloc covers CRM & contact management, InsuredMine covers Agency management system sync.
  • Prices and features above were last checked on 31 August 2026.

Where they differ

Only the attributes on which AgencyBloc and InsuredMine actually diverge.

Attributes where AgencyBloc and InsuredMine differ
AttributeAgencyBlocInsuredMine
Starting price$70/monthOn request
Pricing modelsubscriptionquote
Founded2008Unknown

Identical on both: 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 AgencyBloc

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

Only in InsuredMine

  • Agency management system sync
  • Sales pipelines
  • Automated campaigns
  • Client portal and mobile app
  • Renewal and X-date tracking
  • Producer analytics

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

InsuredMine

  • An agency tracking new business pipeline and cross-sell that the agency management system does not report onnot AgencyBloc
  • A commercial agency managing prospect expiry dates alongside the in-force booknot AgencyBloc
  • An agency running renewal and birthday campaigns without exporting lists to a separate email toolnot AgencyBloc
  • A principal who wants producer activity reporting the agency management system cannot producenot 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

InsuredMine

  • Integration depth varies by agency management system, so capability demonstrated on one platform may not exist on yours and must be tested against live data before purchase.
  • It adds a second place where client data lives, and when the sync disagrees with the agency management system staff have to know which one to trust.
  • It cannot repair poor data hygiene in the underlying system; duplicate clients and missing expiry dates simply propagate into the pipeline.
  • Pricing is per user, so agencies with many part-time or service-only staff pay for seats that generate no pipeline activity.
  • It depends on continued integration access to systems built by Applied and Vertafore, both of whom sell competing sales and marketing modules, which is a strategic dependency outside the vendor control.

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

InsuredMine

On request
  • InsuredMine$undefined/year
    • Pipeline and CRM
    • Agency management system integration
    • Campaign automation

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 InsuredMine if

  • You need agency management system sync.
  • You work on Web, iOS, Android.
  • You also want sales pipelines.
InsuredMine review

Questions people ask

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

Answered from the vendors’ own pages

AgencyBloc: How much does AgencyBloc cost?

AgencyBloc does not publish transparent pricing. The platform offers three product lines (AMS+, Commissions+, and Quote+) with pricing determined by transaction volume. Exact costs require contacting AgencyBloc to request customized pricing information for your agency size. Source: https://www.agencybloc.com/pricing

Source
InsuredMine: Does it replace our agency management system?

No, and it does not try to. Policy history and carrier download stay in the agency management system; InsuredMine adds the sales and engagement layer on top.

AgencyBloc: What AgencyBloc tiers are available?

AgencyBloc offers three tier levels for AMS+ (Grow, Accelerate, Elevate) with features listed but no associated pricing. Commissions+ and Quote+ pricing are also based on transaction volume. Feature details are available but specific costs require a demo request. Source: https://www.agencybloc.com/pricing

Source
InsuredMine: Which agency management systems does it work with best?

It connects to Applied Epic, AMS360, EZLynx and HawkSoft, but the depth of each connection differs. Insist on a trial against your own system before committing.

InsuredMine: Is it worth it for a small agency?

If pipeline and renewal follow-up currently live in spreadsheets, usually yes. If your agency management system already reports adequately on those, the overlap is larger than the gain.

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