AgencyBloc AMS+ vs. Wealthbox CRM

Wealthbox CRM

Overview
Product	Rating	Most Used By	Product Summary	Starting Price
AgencyBloc AMS+	Score 9.2 out of 10	N/A	AgencyBloc 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.	$105 per month
Wealthbox CRM	Score 9.9 out of 10	N/A	Wealthbox CRM from Starburst Labs in Providence is a financial sectors focused system that allows users to retrieve, create, and edit data including contacts, tasks, events, notes, opportunities, and projects, as well as build custom workflows.	N/A

Pricing

AgencyBloc AMS+

Wealthbox CRM

Editions & Modules

No answers on this topic

Offerings

Pricing Offerings
AgencyBloc AMS+	Wealthbox CRM
Free Trial
Yes	No
Free/Freemium Version
No	No
Premium Consulting/Integration Services
No	No

Entry-level Setup Fee

No setup fee

Additional Details

Plans 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.

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More Pricing Information

Community Pulse
	AgencyBloc AMS+	Wealthbox CRM
Top Pros	Pro Easy to use Pro Able to store Pro Customer service	Pro Ease of use Pro Setting up Pro Contact info
Top Cons	Minus Two step Minus Step process Minus Real time	Minus Get resolved Minus Slows down

Best Alternatives
	AgencyBloc AMS+	Wealthbox CRM
Small Businesses	No answers on this topic	Creatio Score 9.1 out of 10
Medium-sized Companies	No answers on this topic	Creatio Score 9.1 out of 10
Enterprises	No answers on this topic	Creatio Score 9.1 out of 10
All Alternatives	View all alternatives	View all alternatives

User Ratings
	AgencyBloc AMS+	Wealthbox CRM
Likelihood to Recommend	9.9 (2 ratings)	8.0 (1 ratings)
Likelihood to Renew	9.0 (1 ratings)	- (0 ratings)
Usability	10.0 (1 ratings)	- (0 ratings)
Support Rating	9.0 (1 ratings)	- (0 ratings)
Implementation Rating	10.0 (1 ratings)	- (0 ratings)

User Testimonials
	AgencyBloc AMS+	Wealthbox CRM
Likelihood to Recommend	AgencyBloc It is web based so you can access the system from anywhere. It is easy to customize Incentivized NK Neera Kuckreja V. President Read full review	Starburst Labs Wealthbox CRM is great with looking up advisor information. It looks a lot like a Facebook profile -- you can quickly make a comment to record a phone conversation, post an email, etc. The customizable workflows are great for due dates and keeping steps within your business. Incentivized CP Cortnie Pannill New Business Team Lead Read full review
Pros	AgencyBloc CRM SALES Customer Service data repository SM steven mikutel Information Technology Auditor Read full review	Starburst Labs Workflow Customization Ease of Use with setting up Advisor and Contact Info Incentivized CP Cortnie Pannill New Business Team Lead 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 NK Neera Kuckreja V. President Read full review	Starburst Labs Workflow Glitches - workflows will sometimes not move to the next step or will continue to spin in a "loading" fashion. Can be frustrating and slows down business. Issues do not get resolved timely. Incentivized CP Cortnie Pannill New Business Team Lead Read full review
Likelihood to Renew	AgencyBloc It works well. SM steven mikutel Information Technology Auditor Read full review	Starburst Labs No answers on this topic
Usability	AgencyBloc it is generally easy to use and quiet effective. SM steven mikutel Information Technology Auditor Read full review	Starburst Labs No answers on this topic
Support Rating	AgencyBloc great support SM steven mikutel Information Technology Auditor Read full review	Starburst Labs No answers on this topic
Implementation Rating	AgencyBloc Not bad for a roll out. SM steven mikutel Information Technology Auditor Read full review	Starburst Labs No answers on this topic
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 NK Neera Kuckreja V. President Read full review	Starburst Labs Wealthbox is more user friendly and has a better view Incentivized CP Cortnie Pannill New Business Team Lead Read full review
Return on Investment	AgencyBloc Most Agency Management systems are expensive. AgencyBloc is really affordable. Incentivized NK Neera Kuckreja V. President Read full review	Starburst Labs Transparency with advisors - they can see the workflows we create and know what step their business is currently in and what's next. Incentivized CP Cortnie Pannill New Business Team Lead Read full review
ScreenShots	AgencyBloc AMS+ Screenshots