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AgencyBloc AMS+ vs Applied Epic for Salesforce

What both publish

FactAgencyBloc AMS+Applied Epic for Salesforce
Company legal nameCrunchbase identifies the legal name as AgencyBloc, LLC.Crunchbase identifies the legal entity as Applied Systems, Inc.
Founded20081983
HeadquartersIowa, USAUniversity Park, Illinois, United States
PurposeAMS+ is an agency management system built for health insurance organizations, including independent agencies and wholesale IMO/FMOs.Applied Epic for Salesforce is an insurance sales and marketing application that connects Salesforce with Applied Epic so sales and servicing teams can work across synced platforms.

AgencyBloc AMS+ plans

  • Grow$109 a month
  • AcceleratePriced on request
  • ElevatePriced on request

Applied Epic for Salesforce plans

  • Applied Epic for SalesforcePriced on request

Pick AgencyBloc AMS+ if…

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.

Pick Applied Epic for Salesforce if…

It suits insurance agencies whose sales and servicing teams use Salesforce and Applied Epic together. Agencies needing lead, renewal, reporting, and benefits-modeling workflows can consider it.

Charts they share