AgencyBloc AMS+ Reviews, Pricing, Features & Alternatives in 2026
AgencyBloc AMS+ is a specialized insurance agency management system designed to help life and health agencies track commissions, manage client policies, and automate industry-specific sales workflows efficiently.
AgencyBloc AMS+ provides a centralized hub specifically built for life and health insurance agencies to manage their entire book of business. You can move away from scattered spreadsheets and paper files by consolidating client data, policy details, and carrier information into one searchable database. The platform focuses on the unique needs of insurance professionals, allowing you to track complex policy lifecycles and stay on top of renewals without manual tracking.
You can also take control of your revenue with specialized commission processing tools that identify missing payments and calculate splits automatically. By using the built-in sales pipeline and automated workflow tools, you can ensure your team follows up with every lead and services every client consistently. It scales with your agency, providing the reporting depth needed to analyze production trends and agent performance in real-time.
Screenshots & Interface
Dashboard View
Main dashboard with project overview
Kanban Board
Kanban-style task management
Timeline View
Gantt chart timeline view
Automations
Workflow automation builder
Key Features
Stop fighting with generic CRMs that don't understand insurance. AgencyBloc AMS+ gives you industry-specific tools to manage policies, track every cent of your commissions, and automate your daily busywork.
Policy Management
Track comprehensive policy details, carrier information, and renewal dates in one central location for your entire agency.
Commission Processing
Import carrier files to calculate complex splits and identify missing commission payments automatically to protect your bottom line.
Automated Workflows
Set up automatic task assignments and client notifications for birthdays, policy renewals, and lead follow-ups to save time.
Sales Pipeline
Manage your insurance sales stages visually and track lead sources to see exactly where your best business originates.
Custom Reporting
Run real-time reports on retention rates, agent production, and projected commissions to make data-driven decisions for your agency.
Document Storage
Attach applications, ID cards, and signed forms directly to client profiles for a completely paperless and organized office.
Integrations
Zapier
Formstack
Microsoft Outlook
Google Calendar
Navigator
Quoteit
EASE
Employee Navigator
Pricing Plans
AgencyBloc AMS+ uses a subscription model based on the number of active individuals and groups in your database. While they don't post a public price list, you can start with a 7-day free trial to explore the features. You'll need to request a custom quote to get specific pricing tailored to your agency's size and data migration needs.
Pros & Cons
After analyzing feedback from insurance professionals on G2 and Capterra, here is what you should consider about the AMS+ platform:
Pros
Industry-specific fields built for life and health insurance
Initial data migration process can be time-consuming
Learning curve for setting up complex automated workflows
Email marketing features are basic compared to dedicated tools
Who Should Use AgencyBloc AMS+?
Perfect for life and health insurance agencies of all sizes that need to automate commission tracking and policy management.
Best for Company Sizes
small-business
mid-market
enterprise
Popular Industries
insurance
Our Verdict
AgencyBloc AMS+ is a top-tier choice if you run a life and health agency and feel overwhelmed by commission tracking and policy renewals. The platform shines because it is built specifically for your industry, meaning you won't have to spend weeks 'hacking' a generic CRM to fit insurance data.
While the pricing is custom and the initial setup requires a time investment, the ability to find missing revenue through the commission module often pays for the software itself. Highly recommended for agencies looking to scale their operations through automation and better data organization.
Ready to Try AgencyBloc AMS+?
Start your 7-day free trial today—no credit card required. See why over 0 teams trust AgencyBloc AMS+