Softwr

Insurance · head to head

Policyholders vs AgencyBloc

P

Policyholders

Insurance

Insurance platform for brokers and agents

From
$99/month
Rated
-
Full reviewWebsite
AgencyBloc logo

AgencyBloc

Insurance

CRM & commission management for health insurance

From
$70/month
Rated
-
Full reviewWebsite

The short version

  • They diverge on capability: Policyholders covers Client management, AgencyBloc covers CRM & contact management.

Where they differ

Only the attributes on which Policyholders and AgencyBloc actually diverge.

Attributes where Policyholders and AgencyBloc differ
AttributePolicyholdersAgencyBloc
Starting price$99/month$70/month
Founded20102008

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 Policyholders

  • Client management
  • Task management
  • Calendar integration
  • Reporting and analytics
  • Mobile app
  • IVANS
  • Carrier APIs
  • QuickBooks

Only in AgencyBloc

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

Both cover

  • Policy management
  • Commission tracking
  • Document storage
  • Outlook
  • SOC2
  • Role-based access
  • Cloud deployment
  • Web support

What people use each for

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

Policyholders

  • Policy administrationnot AgencyBloc
  • Client managementnot AgencyBloc
  • Commission trackingnot AgencyBloc
  • Agency operationsnot AgencyBloc

AgencyBloc

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

Where each one falls short

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

Policyholders

Nothing recorded yet. See the Policyholders review.

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

Policyholders

$99/month
  • Starter$99/month
    • Policy management
    • Client tracking
    • Basic reporting
  • Professional$299/month
    • All Starter features
    • Commission tracking
    • Advanced analytics

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 Policyholders if

  • You need client management.
  • You work on Web, Ios, Android.
  • You also want task management.
Policyholders review

Choose AgencyBloc if

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

Questions people ask

Is Policyholders or AgencyBloc better?
Neither clearly leads. Policyholders starts at $99/month and AgencyBloc at $70/month, and user ratings are close enough to be indistinguishable. Choose on capability and platform support.
Which is cheaper, Policyholders or AgencyBloc?
Policyholders starts at $99/month and AgencyBloc at $70/month.
Does Policyholders or AgencyBloc run on more platforms?
Both run on Web, Ios, Android, so platform support will not decide this one for you.
What is Policyholders best used for?
Policyholders is most often used for policy administration, client management, commission tracking, agency operations. Of those, policy administration and client management are not what AgencyBloc is typically brought in for.
What can Policyholders do that AgencyBloc cannot?
Policyholders covers Client management, Task management, Calendar integration, Reporting and analytics. AgencyBloc covers CRM & contact management, Workflow automation, Activity management, Email marketing. Both handle Policy management, Commission tracking, Document storage, Outlook.
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Related pages

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