AgencyBloc is an AMS/CRM built for health & life insurance agencies, combining client management, marketing, quoting, and commissions processing in one…
Category
CRM
Pricing
Pricing is not publicly disclosed on the website; AgencyBloc is enterprise B2B insurance-agency software sold via direct contact with the company.
Verified
Not yet
Last updated
August 4, 2026
SaaSSOC 2 CompliantWeb AppHIPAA Compliant
AgencyBloc is an agency management system (AMS) and CRM built specifically for health and life insurance agencies, marketed as a "Growth Engine Built for Health Insurance Agencies." Its homepage organizes the platform into four named modules: AMS+ for CRM/agency management, Engage+ for marketing, Quote+ for quoting, and Commissions+ for commissions processing. Beyond core CRM functionality, AgencyBloc publishes dedicated content and tooling around compliance for Medicare-focused agencies, including a "Data Organization & Compliance" offering and messaging about Scope of Appointment (SOA) tracking, plus guidance on growing revenue through ancillary products. Its data-and-security page references SOC 2 and HIPAA, indicating the product is positioned to handle sensitive client and health data. The company also recently announced that an AMS+ integration with HealthSherpa for Medicare is now live. AgencyBloc maintains an active presence on Facebook, X/Twitter, LinkedIn, Instagram, and YouTube. Details such as founding year, headquarters, and company size were not present in the crawled pages.
Key Features
AMS+ (CRM / Agency Management) — Core CRM and client/policy management module for insurance agencies.
Engage+ (Marketing) — Marketing module for running campaigns to clients and prospects.
Quote+ (Quoting) — Quoting module for health and life insurance products.
Commissions+ (Commissions Processing) — Processes and tracks insurance commissions.
Scope of Appointment (SOA) Tracking — Compliance tooling for tracking Medicare Scope of Appointment requirements.
HealthSherpa Integration — Integration with HealthSherpa for Medicare enrollment workflows.
Pros & Cons
Pros
Purpose-built for the health & life insurance vertical rather than a generic CRM retrofitted for insurance workflows.
Brings CRM (AMS+), marketing (Engage+), quoting (Quote+), and commissions processing (Commissions+) together in one platform.
Publishes dedicated compliance tooling and content around Scope of Appointment (SOA) tracking for Medicare sales.
Data-and-security page references SOC 2 and HIPAA, signaling attention to the compliance bar insurance agencies are held to.
Recently added a HealthSherpa integration for Medicare, extending its Medicare-sales workflow.
Cons
Narrow vertical focus (health & life insurance only) means it isn't a fit for agencies or teams outside that niche.
No pricing tiers, starting price, or plan breakdown are published in the crawled site content.
Public evidence of third-party integrations beyond the newly announced HealthSherpa/Medicare integration is limited in the crawled content.
Company background details (founding year, headquarters, team/company size) are not surfaced on the crawled pages.