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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.

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United States

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.

Categories:

Education & Auto Vertical GTM — Finance

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Reach our audience of professional directory owners and boost your sales.