AgencyBloc AMS+
AgencyBloc AMS+ is a web-based agency management system for health insurance organizations, including independent agencies and wholesale IMO/FMOs.
What AgencyBloc AMS+ is
AgencyBloc AMS+ is a web-based agency management system for health insurance organizations, including independent agencies and wholesale IMO/FMOs. Its CRM tracks clients, policies, tasks, and interactions, and connects policy records with client, agent, and carrier records. Workflows can automate communications and tasks for prospects, client retention, and renewals. Compliance tools cover Scope of Appointment, ACA Consent to Contact, ACA Attestations, broker compensation, and phone recordings. Accounts include ready-to-use analytics and standard and custom reports. Listed connections include quoting and enrollment services such as Connecture, Ease, Employee Navigator, Lead Advantage Pro, SunFire, and HealthSherpa for Medicare, plus RetireFlo, Zapier, email forwarding, and Microsoft Outlook Sync. AgencyBloc says its solutions are HIPAA-compliant and backed by a SOC 2 Type II report. It also describes SSL encryption in transit, multiple-location backups, and continuous monitoring. Customers own their data and can export it in Excel or CSV. AMS+ is paid, with pricing available on request; insurance agency websites cost extra.
Good
- Links policy records to clients, agents, and carriers
- Automates prospect, retention, and renewal workflows
- Includes compliance tools and custom reporting
- Customers can export their data in Excel or CSV
Watch out
- Pricing is available only on request
- Agency websites cost extra
Who it suits
AMS+ suits agencies selling group benefits, ACA health insurance, Medicare, life insurance, or a mix of those lines. It is intended for teams that need policy and client records, compliance tools, and automated workflows.
Verdict
AMS+ brings insurance-focused CRM, compliance, reporting, and workflow automation into a web-based system. Agencies should request customized pricing and account for the separate cost of an agency website.
Plans and prices
From AgencyBloc AMS+'s own pricing page, checked 15 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Grow | $109 a month | 1 user · automated servicing workflows Basic · click-to-text Basic · automated lead workflows Basic · text messaging Basic · per user per month; starting price |
| Accelerate | Priced on request | Premium automated servicing workflows · Premium click-to-text · Premium automated lead workflows · Premium text messaging · Request customized pricing |
| Elevate | Priced on request | Premium automated servicing workflows · Premium click-to-text · Premium automated lead workflows · Premium text messaging · AMS+ Talk & Text mobile access · Request customized pricing |
The facts
Each one read from AgencyBloc AMS+'s own pages, with the date it was checked.
What it does
- Activity tracking
- An activity calendar and task tools organize follow-ups and agency work.checked 15 Oct 2026
- Agent management
- AMS+ includes agent communication, task-management and license or insurance automation tools.checked 15 Oct 2026
- AI features
- Yeschecked 20 Sep 2026
- API authentication
- Zapier's AgencyBloc connector uses API keys; account owners and users with Manage Users permission can create them.checked 15 Oct 2026
- API limits
- Zapier's help page states there are no AgencyBloc token or webhook-subscription limits and that custom fields are supported.checked 15 Oct 2026
- Automation
- Built-in workflows can automate communications and tasks related to prospects, client retention, and policy renewals.checked 7 Oct 2026
- Backups
- Stored data and attachments are written to multiple locations instantly, backed up multiple times daily and held in multiple physical locations.checked 15 Oct 2026
- Centralized CRM
- The system centralizes prospects, clients, policies, carriers, agents, tasks and communications.checked 15 Oct 2026
- Compliance
- The product includes tools for Scope of Appointment, ACA Consent to Contact, ACA Attestations, broker compensation, and phone recordings.checked 7 Oct 2026
- Compliance tools
- Compliance capabilities cover electronic Scope of Appointment, ACA consent, ACA attestations, broker compensation and phone recordings.checked 15 Oct 2026
- CRM and policies
- It provides CRM tools to track clients, policies, tasks, and interactions, with policy records linked to client, agent, and carrier records.checked 7 Oct 2026
- Documentation and support
- GetApp lists email/help-desk, chat, knowledge base, phone support, documentation, webinars, live online training and videos.checked 15 Oct 2026
- Funding and investors
- Crunchbase lists Resurgens Technology Partners and Saratoga Partners among AgencyBloc's investors.checked 15 Oct 2026
- Hosting model
- AgencyBloc describes the product as a SaaS platform and its terms refer to an AgencyBloc-hosted platform and subscription services.checked 15 Oct 2026
- Integrations
- The pricing page lists quoting and enrollment integrations including Connecture, Ease, Employee Navigator, Lead Advantage Pro, SunFire, and HealthSherpa for Medicare.checked 7 Oct 2026
- Lead management
- Lead forms, lead importing, pipeline dashboards, automated workflows, assignment and routing are included in the feature set.checked 15 Oct 2026
- Licence
- Terms grant a non-transferable, non-exclusive right to use the service, reserve intellectual-property ownership to AgencyBloc and prohibit copying, hosting or reverse engineering.checked 15 Oct 2026
- Limit: activity clutter
- G2 reviewers report that activities cannot be edited or deleted, which can clutter client records.checked 15 Oct 2026
The company
- Company founding and headquarters
- AgencyBloc says it was founded in 2008 and is headquartered in Iowa; LinkedIn lists Cedar Falls, Iowa.checked 15 Oct 2026
- Company legal name
- Crunchbase identifies the legal name as AgencyBloc, LLC.checked 15 Oct 2026
- Company size
- LinkedIn lists AgencyBloc as a privately held software-development company with 51–200 employees.checked 15 Oct 2026
- Data ownership
- AgencyBloc says customers own their data and can export it in Excel or CSV formats.checked 15 Oct 2026
- Founded
- 2008checked 28 Sep 2026
- Headquarters
- Iowa, USAchecked 28 Sep 2026
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