AgencyBloc Reviews in February 2025: User Ratings, Pros & Cons

"AgencyBloc was an easy transition"

What do you like best about AgencyBloc AMS+? AgencyBloc is very easy to use. I love how easy we can set tasks for ourselves and our co-workers. The reports are also easy to pull and accurate.

"Very helpful for our Agency"

What do you like best about AgencyBloc AMS+? Besides keeping all our information organized (like a glorified filing cabinet), our internal communication has become much more streamlined through the Activities tab pertaining to each policy. Also, we are now able to integrate with other entities to enhance our influence - both InTulse (telecommunications) and Client Circle (member growth and retention) are fully integrated with our Agency Bloc

"Game changer for growing Medicare insurance agents"

What do you like best about AgencyBloc AMS+? I love most everything about AgencyBloc. It tracks your clients, policies and changes, activities, conversations, etc... AgencyBloc has a great chat feature that helps you when you need help. Everyone there has been nothing but friendly and helpful. Lots of reports that can be run and unlimited customizable reports for your needs can be made.

"Absolutely recommend. Has saved countless hours and always available for support."

What do you like best about AgencyBloc AMS+? The hours saved are immeasurable. We have been able to get custom agency statements out to our downlines and saved at least one working day per commission cycle.

"Best decision ever!"

What do you like best about AgencyBloc AMS+? I am Brian Spire, and I own South Dakota Senior Insurance Agency. I've been using AgencyBloc for over three years now! The commission's module alone has saved me thousands of dollars in payroll while decreasing human error. I'm confident that when I pay my agents, I pay them exactly what I promised. I highly recommend AgencyBloc for anyone looking to take their business to the next level.

"This CRM changed my 10 hour work day to 7.5 hours!"

What do you like best about AgencyBloc AMS+? The ease of use is critical for my agency. The layout is user-friendly and easy to navigate. The tutorials and commission reports have allowed me to keep better track of my commissions. No more creating excel spreadsheets!

"Best client support I've ever experienced"

What do you like best about AgencyBloc AMS+? The amount of data you can enter into Agency Bloc is incredibly useful for reporting purposes. Their customer support is unparalleled. Whenever I have a problem or a question, I can count on a response usually within hours, at most 24 hours.

"AgencyBloc keeps me organized and everything in one place"

What do you like best about AgencyBloc AMS+? It's so easy to use and navigate. The setup makes it simple to find answers if you get stuck trying something new. There's tutorials and articles to help, plus live chat.

"Great platform and service"

What do you like best about AgencyBloc AMS+? The onboarding process with Agencybloc is second to none. Easy to on-board, learn as an admin or to teach to your agents.

"AgencyBloc Review"

What do you like best about AgencyBloc AMS+? Ease of use of the system, easy integrations, great support & service. Our Medicare agency made the switch to AgencyBloc earlier this year, and we're so happy we made the change. We've received personal training and support to maximize our use of AgencyBloc’s features every step of the way. We've been able to easily integrate with our own Medicare quoting & enrollment platform, as well as some of our other vendors like Ring Central & Calendly. ...