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- AgencyBloc AMS+
- AgencySmart
- AgencyBloc AMS+-vs-AgencySmart
Compare AgencyBloc AMS+ and AgencySmart 
At a Glance
Market Segments
Small-Business (94.7% of reviews)
Small-Business (94.7% of reviews)
Entry-Level Pricing
Starting at $105.00 1 User Per Month
$49.00
AgencyBloc AMS+
Star Rating
(39)4.7 out of 5
Market Segments
Small-Business (94.7% of reviews)
Entry-Level Pricing
Starting at $105.00 1 User Per Month
Learn more about AgencyBloc AMS+AgencySmart
Star Rating
(39)4.8 out of 5
Market Segments
Small-Business (94.7% of reviews)
Entry-Level Pricing
$49.00
Browse all 13 pricing plansSummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- Users report that AgencyBloc AMS+ excels in its Commissions management with a score of 9.8, while AgencySmart follows closely with a score of 9.7. Reviewers mention that AgencyBloc's commission tracking is seamless and integrates well with their workflow.
- Reviewers mention that AgencySmart shines in Sales Tools, scoring 8.8 compared to AgencyBloc's 6.9. Users on G2 highlight AgencySmart's robust CRM features that enhance lead management and sales tracking.
- Users say that AgencyBloc AMS+ offers superior Accounting capabilities with a perfect score of 10.0, while AgencySmart scores 9.2. Reviewers appreciate the comprehensive invoicing and financial reporting features in AgencyBloc.
- G2 users report that AgencySmart has a more user-friendly Email Integration feature, scoring 8.5 compared to AgencyBloc's 7.3. Users mention that AgencySmart's email sync is more reliable and easier to set up.
- Reviewers mention that both products perform well in Contact Management, with AgencyBloc scoring 9.6 and AgencySmart also at 9.6. However, users say that AgencySmart's interface is more intuitive, making it easier to manage client relationships.
- Users on G2 report that AgencySmart excels in Reporting & Dashboards, achieving a perfect score of 10.0, while AgencyBloc scores 9.3. Reviewers highlight AgencySmart's customizable dashboards that provide real-time insights into business performance.
Pricing
Entry-Level Pricing
AgencyBloc AMS+
Growth Plan
Starting at $105.00
1 User Per Month
- Life & Health Insurance-specific CRM
- Real-time Agency & Business Analytics
- Workflow & Task Automation
AgencySmart
Basic Quoting
$49.00
30-Day Free Trial Available
($44 for NAHU Members)
- Unlimited Quotes
- Renewal Notification Dashboard
- Carrier Plan Designs & SBCs
Free Trial
AgencyBloc AMS+
Free Trial is available
AgencySmart
Free Trial is available
Ratings
Meets Requirements
8.9
28
9.8
27
Ease of Use
9.2
28
9.8
28
Ease of Setup
9.1
17
9.5
18
Ease of Admin
9.3
18
9.5
18
Quality of Support
9.0
25
9.6
31
Has the product been a good partner in doing business?
9.2
18
9.9
18
Product Direction (% positive)
8.6
25
10.0
27
Features by Category
Platform Data
Not enough data
9.5
7
Not enough data
9.7
6
Not enough data
9.0
7
Platform Interoperability
Not enough data
Not enough data
Platform Additional Functionality
Not enough data
9.7
5
Not enough data
7.7
5
Not enough data
Not enough data
Platform Content
Not enough data
9.3
5
Platform Administration
Feature Not Available
Feature Not Available
8.6
12
9.4
17
7.3
8
8.5
17
6.9
7
8.8
18
9.8
8
9.7
17
Feature Not Available
9.2
12
9.6
14
9.6
19
Platform Basics
9.2
15
9.5
18
Platform Documentation
Feature Not Available
8.5
13
Feature Not Available
Feature Not Available
8.8
15
9.8
19
Feature Not Available
8.6
16
Administration
Feature Not Available
Not enough data
9.2
10
9.5
7
9.4
8
9.7
6
8.1
7
9.5
7
9.3
10
10.0
6
Feature Not Available
Not enough data
6.0
5
8.9
6
9.0
7
8.8
7
Insurance Documentation
Not enough data
Not enough data
9.4
9
10.0
7
Not enough data
Not enough data
Not enough data
8.0
5
Categories
Categories
Shared Categories
AgencyBloc AMS+ and AgencySmart are categorized as Life & Health Insurance Agency Management and Insurance Agency Management Systems
Unique Categories
AgencyBloc AMS+ has no unique categories
AgencySmart is categorized as Health Insurance Software and Life Insurance Policy Administration Systems
Reviews
Reviewers' Company Size
AgencyBloc AMS+
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
AgencySmart
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Small-Business
(50 or fewer emp.)
Mid-Market
(51-1000 emp.)
Enterprise
(> 1000 emp.)
Reviewers' Industry
Insurance
86.8%
Hospital & Health Care
5.3%
Marketing and Advertising
2.6%
Information Technology and Services
2.6%
Financial Services
2.6%
Other
0.0%
Insurance
92.1%
Health, Wellness and Fitness
2.6%
Financial Services
2.6%
Airlines/Aviation
2.6%
‐
Other
0.0%
Most Helpful Reviews
AgencyBloc AMS+
Most Helpful Favorable Review
William A.
Verified User in Financial Services
AgencyBloc's team is continuously seeking to improve their software and truly value their clients feedback in doing so. Their most recent upgrade launched yesterday is a summary column that shows the key details about a clients status on the right side of...
Most Helpful Critical Review
Verified User in Insurance
That face it only shows you on the recents tabs; about the previous 7 people on there. It doesn’t seed scheduled emails or anything. Super simple
AgencySmart
Most Helpful Favorable Review
Christopher W.
Verified User in Insurance
User friendly, simple. Our team loves it and makes life easier.
Most Helpful Critical Review
Verified User in Financial Services
Not sure how to answer this question other than a large learning curve and other than groups individual business and insurance coverage needs to be as easy as group.
William A.
Verified User in Financial Services
AgencyBloc's team is continuously seeking to improve their software and truly value their clients feedback in doing so. Their most recent upgrade launched yesterday is a summary column that shows the key details about a clients status on the right side of...
Christopher W.
Verified User in Insurance
User friendly, simple. Our team loves it and makes life easier.
Verified User in Insurance
That face it only shows you on the recents tabs; about the previous 7 people on there. It doesn’t seed scheduled emails or anything. Super simple
Verified User in Financial Services
Not sure how to answer this question other than a large learning curve and other than groups individual business and insurance coverage needs to be as easy as group.
Discussions
AgencyBloc AMS+ has no discussions with answers
What is AgencySmart used for?
1 comment
Official Response from AgencySmart
AgencySmart is the only true all-in-one agency management platform for insurance brokers and general agencies. We offer CRM, Quoting, Online Enrollment,...Read more
AgencySmart has no more discussions with answers
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