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

"Excellent CRM and I would highly recommend it."

What do you like best about AgencyBloc AMS+? Great structure and interface right out of the box with just enough customizations to make it your own. The automated workflows are better than most I've seen and used, and extremely easy to setup.

"Easy to use but several features lacking"

What do you like best about AgencyBloc AMS+? Easy to set up and get going. Integrates with Ease which is great for brokers that have a large book of small group benefits.

"Receptive to Client Feedback"

What do you like best about AgencyBloc AMS+? I appreciate that the reps and Agency Bloc took the time to reach out to us about our experience and listen to our feedback.

"Happy Member of The Bloc"

What do you like best about AgencyBloc AMS+? Agency Bloc is incredibly user-friendly as an agency management tool not only from a technology perspective, but the support team as well. The representatives at Agency Bloc are at my fingertips to get immediate, consistent and knowledgeable assistance. I am able to count on seeing the same familiar names pop up in chat, emails, and at user meetup. This is incredibly reassuring for a company servicing thousands of health insurance clients. If I ...

"The process was simple... even fun!"

What do you like best about AgencyBloc AMS+? I like being uber-organized! Now that the first spreadsheets are well done being uploaded, I find myself using the Activities and Notes tabs most often. The Reports capability is very good and can quickly compile information I need in a snap. Having all the space and flexibility in creating a contact/adding details is nice as well. Assigning categories and priorities and the next mode of contact are helpful features. I can even assign a follow-up ...