AgencyBloc AMS+ vs. Smart Agent

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
AgencyBloc AMS+
Score 8.1 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.
$109
per month
Smart Agent
Score 9.0 out of 10
Small Businesses (1-50 employees)
Smart Agent is an Insurance policy management app for Insurance agents or agencies. It can be used for any kind of insurance (life, general, motor etc) & it can be managed with any company policy in it. Insurance agents also create their website & get more customers from the vendor's app and website. SmartAgent mobile application helps individual insurance agents or agencies to manager their customers detail and customer's policy data & also send policy reminder and…N/A
Pricing
AgencyBloc AMS+Smart Agent
Editions & Modules
No answers on this topic
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Offerings
Pricing Offerings
AgencyBloc AMS+Smart Agent
Free Trial
YesNo
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
NoNo
Entry-level Setup FeeNo setup fee$49
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+Smart Agent
User Ratings
AgencyBloc AMS+Smart Agent
Likelihood to Recommend
9.9
(2 ratings)
-
(0 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+Smart Agent
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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Viha IT Services
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Pros
AgencyBloc
  • CRM
  • SALES
  • Customer Service
  • data repository
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Viha IT Services
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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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Viha IT Services
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Likelihood to Renew
AgencyBloc
It works well.
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Viha IT Services
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Usability
AgencyBloc
it is generally easy to use and quiet effective.
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Viha IT Services
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Support Rating
AgencyBloc
great support
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Viha IT Services
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Implementation Rating
AgencyBloc
Not bad for a roll out.
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Viha IT Services
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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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Viha IT Services
No answers on this topic
Return on Investment
AgencyBloc
  • Most Agency Management systems are expensive. AgencyBloc is really affordable.
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Viha IT Services
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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

Smart Agent Screenshots

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