AgencyBloc AMS+

7.3easy start · #98 of 242
in CRM Software

Free to practise onnot on record
Free trialnot on record
Well documentedyes
Runs where you worknot on record

Runs on Web.

AgencyBloc AMS+ is ranked #98 of 242 in CRM software on The Geeks Club, made by AgencyBloc AMS+ (Iowa, USA). It runs on Web.

AgencyBloc AMS+ plans and pricing

All plans

Grow Not published Automated servicing workflows · Click-to-text communications · Automated lead workflows · Text messaging agencybloc.com · 20 Sept 2026

Accelerate Not published Premium automated servicing workflows · Premium lead workflows · Premium text messaging agencybloc.com · 20 Sept 2026

Elevate Not published Premium automated servicing workflows · Premium lead workflows · Premium text messaging agencybloc.com · 20 Sept 2026

Accelerate Not published AMS+ package; customized pricing by request agencybloc.com · 7 Oct 2026

Grow Not published AMS+ package; customized pricing by request agencybloc.com · 7 Oct 2026

Elevate Not published AMS+ package; customized pricing by request agencybloc.com · 7 Oct 2026

Compared on CRM software

AI features: Yes

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The record

Purpose: AMS+ is an agency management system built for health insurance organizations, including independent agencies and wholesale IMO/FMOs.
CRM and policies: It provides CRM tools to track clients, policies, tasks, and interactions, with policy records linked to client, agent, and carrier records.
Automation: Built-in workflows can automate communications and tasks related to prospects, client retention, and policy renewals.
Compliance: The product includes tools for Scope of Appointment, ACA Consent to Contact, ACA Attestations, broker compensation, and phone recordings.
Reporting: AMS+ accounts include ready-to-use analytics and standard and custom reporting.
Integrations: The pricing page lists quoting and enrollment integrations including Connecture, Ease, Employee Navigator, Lead Advantage Pro, SunFire, and HealthSherpa for Medicare.
Other connections: The pricing page also lists RetireFlo for Medicare Rx and provider intake, Zapier, email forwarding, and Microsoft Outlook Sync.
Security: AgencyBloc says its solutions, including AMS+, are HIPAA-compliant and backed by a SOC 2 Type II report.
Security practices: The security page says accounts are password protected, data is SSL-encrypted in transit, and data is backed up across multiple locations.
Security monitoring: AgencyBloc says it monitors its service in real time, 24 hours a day, 365 days a year.
Data ownership: AgencyBloc says customers own their data and can export it in Excel or CSV formats.
Pricing limits: Insurance agency websites are available for an additional cost separate from AMS+ package pricing.
Who it serves: The product is described for agencies selling group benefits, ACA health insurance, Medicare, life insurance, or a mix of those lines.
Support and sales: The company invites prospective customers to schedule a demo and request customized pricing information.

Where it ranks on The Geeks Club

Best CRM Software in 2026#98 of 242
Best Financial Services CRM Software in 2026#15 of 28
Best Insurance CRM Software in 2026#16 of 27

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Sources

agencybloc.com/agency-management-system/· checked 7 Oct 2026
agencybloc.com/pricing/· checked 7 Oct 2026
agencybloc.com/about-us/security/· checked 7 Oct 2026
agencybloc.com· checked 28 Sept 2026