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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    AgencyBloc AMS+

    Score8 out of 10
    N/AAgencyBloc is an insurance agency management system from the company of the same name in Iowa, built around patient communication and customer relationship management, as well as back-office automation.

    $109

    per month

    AMS360

    Score5.2 out of 10
    N/AVertafore in Denver offers their insurance agency management software. AMS360 offers production and renewal analysis, a general ledger, a client portal, and other management tools.N/A
    Pricing
    AgencyBloc AMS+AMS360
    Editions & Modules
    No answers on this topic
    No answers on this topic
    Offerings
    Pricing Offerings
    AgencyBloc AMS+AMS360
    Free Trial
    YesNo
    Free/Freemium Version
    NoNo
    Premium Consulting/Integration Services
    NoNo
    Entry-level Setup FeeNo setup feeOptional
    Additional DetailsPlans are customized to the customer's insurance agency. AgencyBloc always provides: 24/7 access to stored data from anywhere on any device Unlimited, off-site storage & data backup every 4 seconds Security—HIPAA, bank-grade encryption, & two-step verification Dedicated onboarding & data migration specialist Customer support & help center with videos and step-by-step articles at no additional charge.
    More Pricing Information
    Community Pulse
    AgencyBloc AMS+AMS360
    Considered Both Products
    AgencyBloc
    Chose AgencyBloc AMS+
    AgencyBloc is so easy to use. User Friendly. Easy navigation between tabs. Information is readily available and not buried under deep information tree. It is probably the best system for small agency.
    Incentivized
    Vertafore
    No answer on this topic
    Key User Insights
    Would buy again
    No answers on this topic
    100%
    Would buy again
    6 Answers
    Delivers good value for the price
    No answers on this topic
    80%
    Delivers good value for the price
    4 Answers
    Happy with the feature set
    No answers on this topic
    83%
    Happy with the feature set
    5 Answers
    Lived up to sales and marketing promises
    No answers on this topic
    No answers on this topic
    Implementation went as expected
    No answers on this topic
    60%
    Implementation went as expected
    3 Answers
    User Ratings
    AgencyBloc AMS+AMS360
    Likelihood to Recommend
    9.9
    (2 ratings)
    1.1
    (7 ratings)
    Likelihood to Renew
    9.0
    (1 ratings)
    9.1
    (3 ratings)
    Usability
    10.0
    (1 ratings)
    5.0
    (1 ratings)
    Availability
    -
    (0 ratings)
    10.0
    (1 ratings)
    Performance
    -
    (0 ratings)
    6.0
    (1 ratings)
    Support Rating
    9.0
    (1 ratings)
    7.7
    (2 ratings)
    Implementation Rating
    10.0
    (1 ratings)
    8.0
    (1 ratings)
    Configurability
    -
    (0 ratings)
    7.0
    (1 ratings)
    Ease of integration
    -
    (0 ratings)
    5.0
    (1 ratings)
    Product Scalability
    -
    (0 ratings)
    8.0
    (1 ratings)
    Vendor post-sale
    -
    (0 ratings)
    8.0
    (1 ratings)
    Vendor pre-sale
    -
    (0 ratings)
    6.0
    (1 ratings)
    User Testimonials
    AgencyBloc AMS+AMS360
    Likelihood to Recommend
    AgencyBloc
    It is web based so you can access the system from anywhere. It is easy to customize
    Incentivized
    Read full review
    Vertafore
    Scalability, ease of use, ease of access, integrated services. This solution works for 2 man shops all the way up to 150+ with shared services, etc. Vertafore is working towards a unified look/feel, which will only solidify the need to work with any/all of their products.
    Incentivized
    Read full review
    Pros
    AgencyBloc
    • CRM
    • SALES
    • Customer Service
    • data repository
    Read full review
    Vertafore
    • Quick entry of new client information
    • Instant access to most policy and billing information
    • Exceptional reports for management and producers
    • Accounting Departments love the direct bill reconciliation
    • Certificates of Insurance
    • Vehicle ID cards
    Incentivized
    Read full review
    Cons
    AgencyBloc
    • Outlook Plug-in. currently it is a two step process. Ideally, drag and move emails to each activity or client would be a real time saver.
    Incentivized
    Read full review
    Vertafore
    • Lacks faster, intuitive, modern User Interface.
    • Lacks option to search for data in activities.
    • Does not create logs even for closed activities (suspense).
    Incentivized
    Read full review
    Likelihood to Renew
    AgencyBloc
    It works well.
    Read full review
    Vertafore
    This is by far the most robust agency management system I have used that works for all sizes of agencies. Others have better options here or there, but they are highly customized for a specific type of agency. AMS360 is a one size fits all type of solution, and it works well for us.
    Incentivized
    Read full review
    Usability
    AgencyBloc
    it is generally easy to use and quiet effective.
    Read full review
    Vertafore
    its decent but needs improvement
    Incentivized
    Read full review
    Reliability and Availability
    AgencyBloc
    No answers on this topic
    Vertafore
    ams360 service is excellent. They identify the issue and offer quick solutions
    Incentivized
    Read full review
    Performance
    AgencyBloc
    No answers on this topic
    Vertafore
    THEY COULD LOAD FASTER
    Incentivized
    Read full review
    Support Rating
    AgencyBloc
    great support
    Read full review
    Vertafore
    Support responds quickly, and they are very knowledgeable.
    Incentivized
    Read full review
    In-Person Training
    AgencyBloc
    No answers on this topic
    Vertafore
    NOT ENOUGH TRAINING IN PERSON. IT SEEMS LIKE MORE IN PERSON TRAINING IS NEEDED
    Incentivized
    Read full review
    Online Training
    AgencyBloc
    No answers on this topic
    Vertafore
    ONLINE TRAINING IS THERE FOR WHAT IS NEEDED. THERE ARE TUTORIALS FOR EACH SECTION OF THE PROGRAM
    Incentivized
    Read full review
    Implementation Rating
    AgencyBloc
    Not bad for a roll out.
    Read full review
    Vertafore
    be prepared for a long transition of data
    Incentivized
    Read full review
    Alternatives Considered
    AgencyBloc
    AgencyBloc is so easy to use. User Friendly. Easy navigation between tabs. Information is readily available and not buried under deep information tree. It is probably the best system for small agency
    Incentivized
    Read full review
    Vertafore
    AMS360 is a solid platform to run an insurance agency. Their support during issues is stellar. Our issues came only after we said we needed to pivot a different direction, then everything went to pot.
    Incentivized
    Read full review
    Scalability
    AgencyBloc
    No answers on this topic
    Vertafore
    There are definitely endless possibilities with ams360. Its easy scalable to add departments
    Incentivized
    Read full review
    Return on Investment
    AgencyBloc
    • Most Agency Management systems are expensive. AgencyBloc is really affordable.
    Incentivized
    Read full review
    Vertafore
    • Organization - positive
    • Wasted time - setting up and correcting set up - negative
    • Great staff to work with - positive
    Incentivized
    Read full review
    ScreenShots

    AgencyBloc AMS+ Screenshots

    Screenshot of AgencyBloc Sales PipelineScreenshot of AgencyBloc Policy ManagementScreenshot of AgencyBloc New Policy ManagementScreenshot of Personalized DashboardScreenshot of Secure Online Medicare Rx Data Collection Tool