AgencyBloc AMS+ vs Applied Epic Comparison: Reviews, Features, Pricing & Alternatives in 2026

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.

Applied Epic is a versatile management platform designed to help your insurance agency handle all its operations from a single, integrated interface. You can manage multiple lines of business, including P&C and benefits, while keeping your data organized across different office locations. The software automates your back-office tasks and standardizes workflows, so your team spends less time on manual data entry and more time focusing on client relationships.

You can access the platform through a web browser, giving your team the flexibility to work from anywhere while maintaining a consistent view of customer information. It integrates your sales pipeline, policy management, and financial accounting into one system, eliminating the need for disconnected tools. Whether you are a small local agency or a large enterprise with global operations, the platform scales to meet your specific growth needs.

• 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.

• Omnichannel Service. Connect with your clients through their preferred channels including text, email, and a dedicated self-service portal.
• Integrated Benefits. Manage your employee benefits and P&C business in one place to gain a full view of your customers.
• Automated Workflows. Standardize your agency processes with pre-built workflows that ensure your team never misses a critical renewal or task.
• Sales Pipeline Management. Track your opportunities from lead to close with integrated CRM tools designed specifically for insurance professionals.
• Document Management. Store and organize all your policy documents and client communications directly within the relevant client record.
• Advanced Reporting. Analyze your agency's performance with customizable reports that help you identify growth opportunities and track employee productivity.