AgencyBloc AMS+ vs. Life Design Analysis

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
AgencyBloc AMS+
Score 9.3 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
Life Design Analysis
Score 9.0 out of 10
N/A
Life Design Analysis is a life insurance sales enablement software. It is designed to help insurance agencies present and sell policy options to potential customers. Life Design Analysis has the capability to create reports comparing different policies and make presentations from them. It also includes client and policy management features and policy automation. There is an add-on intended to help with lead generation.
$30.42
per month
Pricing
AgencyBloc AMS+Life Design Analysis
Editions & Modules
No answers on this topic
Basic
$30.42
per month
Pro
$46.21
per month
Elite
$61.87
per month
Premier
$77.54
per month
Offerings
Pricing Offerings
AgencyBloc AMS+Life Design Analysis
Free Trial
YesYes
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
NoNo
Entry-level Setup FeeNo setup feeNo setup fee
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+Life Design Analysis
Top Pros
Top Cons
User Ratings
AgencyBloc AMS+Life Design Analysis
Likelihood to Recommend
9.9
(2 ratings)
9.0
(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+Life Design Analysis
Likelihood to Recommend
AgencyBloc
It is web based so you can access the system from anywhere. It is easy to customize
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Life Design Analysis
We recently showed a "potential client" who is now a client a comparison of an insurance product he was sold to a strategy we would have recommended and they were blown away at the difference. So much so, they cancelled the current product and went with our recommendation. The presentations are very powerful.
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Pros
AgencyBloc
  • CRM
  • SALES
  • Customer Service
  • data repository
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Life Design Analysis
  • Comparisons
  • Quotes
  • Needs Analysis
  • Policy notifications for updates, renewals, anniversary dates
  • Online client presentations
  • In Force policy automation
  • Lead Generation
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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.
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Life Design Analysis
  • It can be pricey for a start up to get access to all the features, however the payback is worth it.
  • Learning curve - As with any new software, there is a learning curve but training is available.
  • So many features - make sure you take the time to find out all the features available and how to use them.
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Likelihood to Renew
AgencyBloc
It works well.
Read full review
Life Design Analysis
No answers on this topic
Usability
AgencyBloc
it is generally easy to use and quiet effective.
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Life Design Analysis
No answers on this topic
Support Rating
AgencyBloc
great support
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Life Design Analysis
No answers on this topic
Implementation Rating
AgencyBloc
Not bad for a roll out.
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Life Design Analysis
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
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Life Design Analysis
I have never seen another product like Life Design Analysis and I don't believe there is another one out there that can do the same. If there is one, I would have a hard time believing it has the same features and capabilities as Life Design Analysis. (LDA) The reports are unmatched.
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Return on Investment
AgencyBloc
  • Most Agency Management systems are expensive. AgencyBloc is really affordable.
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Life Design Analysis
  • This software has paid for itself many times over
  • Has doubled conversion rates
  • It has upped our financial planning game
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ScreenShots

AgencyBloc AMS+ Screenshots

Screenshot of AgencyBloc Sales PipelineScreenshot of AgencyBloc Policy ManagementScreenshot of AgencyBloc New Policy Management