AgencyBloc
AgencyBloc is a life and health insurance industry-specific CRM and Agency Management System for agencies and agents. AgencyBloc Plus Suite combines CRM, marketing automation, quoting, enrollment, and commissions processing into one integrated platform.
What is AgencyBloc?
AgencyBloc's AMS+ is an all-in-one platform built for health, life, and group benefits insurance agencies, providing central CRM with full customer view (policies, communication logs, etc.), task automation, workflow management, and compliance tracking. Commissions+ streamlines commissions processing and management. Engage+ provides digital marketing tools. Quote+ serves as all-in-one quoting, proposal generation, and enrollment tool. The platform enables proactive customer outreach before policy lapses, relevant upsells/cross-sells, and ongoing engagement. Recognized as #1 Agency Recommended AMS in the health insurance space. G2 ranked it #1 in Best Financial Services Software Products for 2025.
