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AgencyBloc

CRM & commission management for health insurance

As of 30 August 2026, AgencyBloc starts at $70/month. AgencyBloc is an agency management system designed specifically for life and health insurance agencies. Softwr lists it under Insurance. AgencyBloc is made by AgencyBloc LLC, launched in 2008, available on Web, iOS, Android.

Overview

What AgencyBloc does

AgencyBloc is an agency management system designed specifically for life and health insurance agencies. It combines CRM, commission tracking, and agency management to help agencies grow their business and manage client relationships.

What people use it 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
  • Agency websites and email campaigns

The honest half

Where it falls short

Concrete and checkable, so you can decide whether any of them matter to you. This is the half of a review a vendor will not write about 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

Cross-shopped

What people choose instead of AgencyBloc

Each pairing was judged by two reviewers asking whether a buyer would genuinely weigh the two against each other. The ones that failed were deleted rather than published.

Pricing

What AgencyBloc costs

Taken from the vendor's own pricing page. Prices move, so check before you buy.

Essentials

$70 /mo

  • CRM & contact management
  • Policy management
  • Activity tracking
  • Basic reporting
  • Email integration

Professional

$140 /mo

  • All Essentials features
  • Commission tracking
  • Workflow automation
  • Advanced reporting
  • API access

Enterprise

On request

  • All Professional features
  • Multi-agency support
  • Custom integrations
  • Dedicated support
  • Training

Capabilities

Features

  • CRM & contact management

  • Policy management

  • Commission tracking

  • Workflow automation

  • Activity management

  • Email marketing

  • Document storage

  • Custom reporting

  • Zapier

    Integration with Zapier

  • HealthSherpa

    Integration with HealthSherpa

  • Connecture

    Integration with Connecture

  • Medicare carriers

    Integration with Medicare carriers

Answered, with sources

Questions people ask

Each answer names the page it came from, so you can check it rather than take our word for it.

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
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

Behind it

Who makes AgencyBloc

Company
AgencyBloc LLC
Based in
Cedar Falls, IA
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Where to go from AgencyBloc

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Softwr does not host reviews and shows no star rating for AgencyBloc, because a rating we did not collect is not ours to publish. What is here is the pricing and platform detail from the vendor’s own pages, limitations we could state concretely, and alternatives a reviewer confirmed people weigh against it. Tell us if any of it is wrong.

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