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Software · head to head

PolicyGenius vs AgencyBloc

PolicyGenius logo

PolicyGenius

Software

Simplified insurance shopping platform

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 PolicyGenius has a free tier, so it costs nothing to try first.
  • Each has a real cost: PolicyGenius pricing is quote only; the site states the final insurance policy premium for any policy is determined by the underwriting insurance company following application, with no rates published on site.; AgencyBloc sold as four separate modules, AMS+, Engage+, Quote+ and Commissions+, so a full workflow means licensing several
  • They diverge on capability: PolicyGenius covers Quote comparison, AgencyBloc covers CRM & contact management.

Where they differ

Only the attributes on which PolicyGenius and AgencyBloc actually diverge.

Attributes where PolicyGenius and AgencyBloc differ
AttributePolicyGeniusAgencyBloc
Starting priceFree$70/month
Pricing modelfreemiumsubscription
Free tierYesNo
Founded20142008

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 PolicyGenius

  • Quote comparison
  • Policy application
  • Digital underwriting
  • Claims filing
  • Expert advisors
  • Mobile app
  • Multiple carriers
  • Banking systems

Only in AgencyBloc

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

Both cover

  • Policy management
  • Document storage
  • Cloud deployment
  • Web support

What people use each for

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

PolicyGenius

  • Life insurance shoppingnot AgencyBloc
  • Home insurance comparisonnot AgencyBloc
  • Policy managementnot AgencyBloc
  • Financial protectionnot AgencyBloc

AgencyBloc

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

Where each one falls short

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

PolicyGenius

  • Pricing is quote only; the site states the final insurance policy premium for any policy is determined by the underwriting insurance company following application, with no rates published on site.

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

PolicyGenius

Free
  • Free Quote ToolFree
    • Compare life insurance quotes
    • Home insurance quotes
    • Auto insurance quotes
  • Premium Support$undefined/month
    • Expert advisor consultation
    • Personalized recommendations
    • Policy comparison

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 PolicyGenius if

  • You need quote comparison.
  • You want to start without paying.
  • You work on Web, Ios, Android.
  • You also want policy application.
PolicyGenius 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 PolicyGenius or AgencyBloc better?
Neither clearly leads. PolicyGenius 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, PolicyGenius or AgencyBloc?
PolicyGenius has a free tier; the other does not. Paid plans start at Free for PolicyGenius and $70/month for AgencyBloc.
Does PolicyGenius 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 PolicyGenius for free?
Yes. PolicyGenius has a free tier, so you can try it without paying. AgencyBloc starts at $70/month.
What is PolicyGenius best used for?
PolicyGenius is most often used for life insurance shopping, home insurance comparison, policy management, financial protection. Of those, life insurance shopping and home insurance comparison are not what AgencyBloc is typically brought in for.
What can PolicyGenius do that AgencyBloc cannot?
PolicyGenius covers Quote comparison, Policy application, Digital underwriting, Claims filing. AgencyBloc covers CRM & contact management, Commission tracking, Workflow automation, Activity management. Both handle Policy management, Document storage, Cloud deployment, Web support.
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