AgencyBloc AMS+ Pros and Cons

This system is very user friendly and easy to you. Agency Bloc has a great support team to assist when needed. I love the automated features to make our agency day to day work a lot more efficient. Review collected by and hosted on G2.com.

The only thing i would ask for more of is customization when creating automated workflows and reporting. We are not yet using the AMS+ platform, but it is my understanding that the new platform will have more of these features. Review collected by and hosted on G2.com.

Besides keeping all our information organized (like a glorified filing cabinet), our internal communication has become much more streamlined through the Activities tab pertaining to each policy. Also, we are now able to integrate with other entities to enhance our influence - both InTulse (telecommunications) and Client Circle (member growth and retention) are fully integrated with our Agency Bloc Review collected by and hosted on G2.com.

It takes longer to record policy information then it used to, when I complete an enrollment, because so many clicks are necessary - so that part takes longer then it did before. Also, we cannot edit information on the Activities tab or delete activities and it get quite cluttered for some clients - every time they call a new activity is generated automatically. Review collected by and hosted on G2.com.

It's so easy to use and navigate. The setup makes it simple to find answers if you get stuck trying something new. There's tutorials and articles to help, plus live chat. Review collected by and hosted on G2.com.

Client files get duplicated when our admin updates policies with commission information. Also I've seen spaces get added in front of the spelling of a clients first or last name. The client's name does not yield any search results if there is a space in front of the name Review collected by and hosted on G2.com.

I love most everything about AgencyBloc. It tracks your clients, policies and changes, activities, conversations, etc... AgencyBloc has a great chat feature that helps you when you need help. Everyone there has been nothing but friendly and helpful. Lots of reports that can be run and unlimited customizable reports for your needs can be made.

Being able to make an activity each time we talk to a client for future refernce is so important and helpful. I had several agent friends recommend AgencyBloc and would easily recommend them to anyone! Review collected by and hosted on G2.com.

My only issue is that the screens are not customizable at all. A few tweaks would make things easier for us and it isn't an option. Examples: Moving a box from the very bottom of the screen to the top so we don't have to scroll down every time or being able to delete/hide a field we don't use. I'd also love to color code clients so it's a quick recognition of what they have without having to scroll to the bottom and then click on policy list. Review collected by and hosted on G2.com.

The amount of data you can enter into Agency Bloc is incredibly useful for reporting purposes. Their customer support is unparalleled. Whenever I have a problem or a question, I can count on a response usually within hours, at most 24 hours. Review collected by and hosted on G2.com.

The only downside to agency bloc, if you can even call it that, is there is A LOT to learn when it comes to reporting. I've been using agency bloc for about 4 years now and still have a lot to learn about reports and customizing reports. Like I said, it's not a downside as they have webinars (and recorded webinars from the past) that you can learn from. I just haven't found the time to devote to it. Review collected by and hosted on G2.com.

I am Brian Spire, and I own South Dakota Senior Insurance Agency. I've been using AgencyBloc for over three years now! The commission's module alone has saved me thousands of dollars in payroll while decreasing human error. I'm confident that when I pay my agents, I pay them exactly what I promised. I highly recommend AgencyBloc for anyone looking to take their business to the next level. Review collected by and hosted on G2.com.

I truly can't think of anything I'm not happy with. Review collected by and hosted on G2.com.

The ease of use is critical for my agency. The layout is user-friendly and easy to navigate. The tutorials and commission reports have allowed me to keep better track of my commissions. No more creating excel spreadsheets! Review collected by and hosted on G2.com.

I hope they will implement quoting tools. If I could use one system, that would save me even more time. Review collected by and hosted on G2.com.

The hours saved are immeasurable. We have been able to get custom agency statements out to our downlines and saved at least one working day per commission cycle. Review collected by and hosted on G2.com.

There really has not been a downside to agency bloc. Review collected by and hosted on G2.com.

AgencyBloc is very easy to use. I love how easy we can set tasks for ourselves and our co-workers. The reports are also easy to pull and accurate. Review collected by and hosted on G2.com.

I wish we could email and text directly from the system, so there is a permanent record of all correspondence. Review collected by and hosted on G2.com.

Ease of use of the system, easy integrations, great support & service.

Our Medicare agency made the switch to AgencyBloc earlier this year, and we're so happy we made the change. We've received personal training and support to maximize our use of AgencyBloc’s features every step of the way. We've been able to easily integrate with our own Medicare quoting & enrollment platform, as well as some of our other vendors like Ring Central & Calendly. Our agency has become much more efficient since we made the switch. We're happy to be part of "the Bloc" and would recommend AgencyBloc to any insurance agency out there! Review collected by and hosted on G2.com.

Nothing! We haven't come across anything that we don't like. Review collected by and hosted on G2.com.