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AgencyBloc Review

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Should I use AgencyBloc?

Agency Management System/CRM for Health and Life Insurance Agencies - agencybloc.com

· 3 days ago

Health, life, and group insurance agencies with commissions and policy workflows get a purpose-built AMS fit. Solo agents and non-insurance sales teams get better value from a simpler CRM.

Confidence

Medium. Based on 20 public sources, including 6 named-agency case studies

Ratings

  • Value for money
  • Ease of useNo usability evidence found
  • Feature depth
  • Support qualityNo support quality evidence found
  • Security posture

Pricing

Not disclosed

ModelNot disclosed
Monthly feesNot disclosed
HardwareNot disclosed
Free tierNo

Best for

  • Health insurance agencies
  • Life insurance agencies
  • Group benefits agencies and IMOs
  • Teams wanting CRM plus AMS in one

Not for

  • Solo agents who only need a client list
  • General sales teams outside insurance
  • Guess: property and casualty agencies, since it targets health and life
  • Medicare agents, per 2026 churn reports

Gotchas - check before you buy

medium

No public pricing tiers; buyers request a quote through sales

medium

Data migration is a real project; the vendor publishes migration guidance for it

medium

A 2026 blog reports Medicare agents leaving; probe pricing and support before signing

Pros and cons

Pros

  • Rated 4.7/5 across public review sites
  • Purpose-built for health, life, and group insurance agencies
  • Positive reviews on G2, Capterra, and SoftwareAdvice
  • Named customers include Lewer Companies and Business Benefits
  • Free trial available before buying

Cons

  • Some Medicare agents report leaving in 2026
  • Competitor NextAgency claims higher ratings in its comparison
  • Pricing is not published; buyers rely on third-party guides
  • Modest review volume: 43 reviews on G2

Sources & method

- 19 sources - No known vulnerabilities found in the sources reviewed.

official x3review x11security x2news x3

Key stats

  • Value for money: 3/5

    Rating

  • Not disclosed

    Starting price

  • 19

    Sources

  • Analyzed

  • Value for money: 3/5. Pricing unpublished; quotes required from sales
  • Ease of use. No usability evidence found
  • Feature depth: 4/5. Full AMS plus CRM for insurance workflows
  • Support quality. No support quality evidence found
  • Security posture: 4/5. Public security page; no known breaches found
  • 4.7/5 User rating Reported across review sites
  • 43 G2 reviews Across AgencyBloc products
  • $6.5M Funding Per Crunchbase profile

Pricing

Free tier: No

Security

No known vulnerabilities found in the sources reviewed.

What users say

Reviewers across G2, Capterra, and Reddit rate AgencyBloc highly, around 4.7/5, though a 2026 blog reports Medicare agent churn.

“AgencyBloc has served us”
Reddit, r/InsuranceAgent

Alternatives

Compare AgencyBloc with each alternative.

  • HawkSoft

    Established AMS for small independent insurance agencies

Companies that use it

  • Lewer Companies19
  • Business Benefits, Inc.
  • Stevens & Associates
  • Reliable Consulting Group
  • Hovis & Associates
Full analysis

Based on 20 public sources, including 6 named-agency case studies

Solid 4.7/5 insurance AMS for health, life, and group agencies. Solo agents and general teams fit a simpler CRM better.

Methodology

Based on 20 public sources, including 6 named-agency case studies

Read how a report is made.

Sources

  1. Why Medicare Agents Are Leaving AgencyBloc in 2026kundpro.com
    review
  2. AgencyBloc AMS+ Reviews & Product Details (G2)g2.com
    review
  3. AgencyBloc Products | Read 43 Reviews on G2g2.com
    review
  4. Reviews of AgencyBloc AMS+ (Capterra)capterra.com
    review
  5. AgencyBloc AMS+ Reviews, Pros and Cons (SoftwareAdvice)softwareadvice.com
    review
  6. Reddit: Life/DI/LTC and Medicare Salesreddit.com
    review
  7. Reddit: Small Agency Seeking Modern AMS Recommendationsreddit.com
    review
  8. Reddit: How do you manage clients?reddit.com
    review
  9. Compare NextAgency vs AgencyBlocnextagency.com
    review
  10. AgencyBloc vs AgencyZoom (Insuraitools)insuraitools.com
    review
  11. AgencyBloc AMS+ vs. Zoho CRM (TrustRadius)trustradius.com
    review
  12. AgencyBloc Pricing Reviews Pros and Cons 2026 Guidetomba.io
    news
  13. AgencyBloc Pricing, Reviews, Pros & Cons (Prospeo)prospeo.io
    news
  14. AgencyBloc Homepageagencybloc.com
    official
  15. Start Your Free Trial of AgencyBloc Todayagencybloc.com
    official
  16. Our Commitment to Security at AgencyBlocagencybloc.com
    security
  17. SSL Server Test: agencybloc.comssllabs.com
    security
  18. AgencyBloc Crunchbase Profilecrunchbase.com
    news
  19. AgencyBloc Case Study | Lewer Companiesagencybloc.com
    official

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