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Insurance · head to head

Vertafore AMS360 vs AgencyBloc

Vertafore AMS360 logo

Vertafore AMS360

Insurance

Modern agency management for growing agencies

From
On request
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: Vertafore AMS360 no pricing is published, and the product page states no rate, tier or cost driver; AgencyBloc sold as four separate modules, AMS+, Engage+, Quote+ and Commissions+, so a full workflow means licensing several
  • They diverge on capability: Vertafore AMS360 covers Integrated accounting, AgencyBloc covers CRM & contact management.

Where they differ

Only the attributes on which Vertafore AMS360 and AgencyBloc actually diverge.

Attributes where Vertafore AMS360 and AgencyBloc differ
AttributeVertafore AMS360AgencyBloc
Starting priceOn request$70/month
PlatformsWeb, Windows, Ios, AndroidWeb, Ios, Android
Founded19692008

Identical on both: pricing model (subscription), free tier (No), 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 Vertafore AMS360

  • Integrated accounting
  • Real-time carrier downloads
  • Document management
  • Business intelligence
  • Commission management
  • Client portal
  • IVANS
  • PL Rating

Only in AgencyBloc

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

Both cover

  • Policy management
  • Workflow automation
  • DocuSign
  • SOC2
  • Data encryption
  • Role-based access
  • Cloud deployment
  • Web support

What people use each for

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

Vertafore AMS360

  • Agency management for insurance brokers, covering policies and clientsnot AgencyBloc
  • Tracking commissions, renewals and accounting for an insurance agencynot AgencyBloc

AgencyBloc

  • Client and policy management for a health or Medicare agencynot Vertafore AMS360
  • Commission reconciliation and finding missed carrier paymentsnot Vertafore AMS360
  • Small group benefits quoting and enrollmentnot Vertafore AMS360
  • Compliance tracking and reportingnot Vertafore AMS360
  • Agency websites and email campaignsnot Vertafore AMS360

Where each one falls short

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

Vertafore AMS360

  • No pricing is published, and the product page states no rate, tier or cost driver
  • The only route to a figure is a phone call or contact form

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

Vertafore AMS360

On request
  • AMS360$undefined/month
    • Policy management
    • Integrated accounting
    • Real-time downloads
  • AMS360 Plus$undefined/month
    • All AMS360 features
    • Advanced analytics
    • API access

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 Vertafore AMS360 if

  • You need integrated accounting.
  • You work on Web, Windows, Ios, Android.
  • You also want real-time carrier downloads.
Vertafore AMS360 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 Vertafore AMS360 or AgencyBloc better?
Neither clearly leads. Vertafore AMS360 starts at On request and AgencyBloc at $70/month, and user ratings are close enough to be indistinguishable. Choose on capability and platform support.
Which is cheaper, Vertafore AMS360 or AgencyBloc?
Vertafore AMS360 starts at On request and AgencyBloc at $70/month.
Does Vertafore AMS360 or AgencyBloc run on more platforms?
Vertafore AMS360 runs on Web, Windows, Ios, Android. AgencyBloc runs on Web, Ios, Android.
What is Vertafore AMS360 best used for?
Vertafore AMS360 is most often used for agency management for insurance brokers, covering policies and clients, tracking commissions, renewals and accounting for an insurance agency. Of those, agency management for insurance brokers, covering policies and clients and tracking commissions, renewals and accounting for an insurance agency are not what AgencyBloc is typically brought in for.
What can Vertafore AMS360 do that AgencyBloc cannot?
Vertafore AMS360 covers Integrated accounting, Real-time carrier downloads, Document management, Business intelligence. AgencyBloc covers CRM & contact management, Commission tracking, Activity management, Email marketing. Both handle Policy management, Workflow automation, DocuSign, SOC2.
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