AgencyBloc review

AgencyBloc builds its AMS+ for agencies selling individual health, group benefits, senior market and life insurance, and that focus shows in the feature list. The Grow package, which starts at $109 per month, includes a health, senior and benefits-specific CRM, basic servicing and lead workflows, electronic Scope of Appointment forms, ACA consent and attestation capture, email marketing, landing pages and quoting and enrollment integrations. Accelerate, from $139, adds premium workflows, automated lead assignment and routing, and Medicare Rx and provider intake. The top package, from $169, adds integrated VoIP with call queues and call recording. AgencyBloc now also sells the former Radius CRM's sales tools inside AMS+, since Radius is no longer offered as a stand-alone product. Commissions processing, digital marketing and small group quoting are separate products. Agencies that write mostly property and casualty should look at AgencyZoom, HawkSoft or EZLynx instead.

Who it is for

life, health and Medicare agencies

Price

AMS+ Grow from $109 per month; Accelerate from $139; the top package from $169.

Quoting & enrollment integrations Starting at $109/mo.
Quoted from the vendor pricing page on November 12, 2026.

Key features

• Health, senior and benefits-specific CRM
• Electronic Scope of Appointment, ACA consent to contact and ACA attestations
• Email marketing, landing pages and lead forms
• Automated lead assignment and routing on Accelerate
• Integrated VoIP with call queues and call recording on the $169 top package

Strengths and weaknesses

• Strength: Published starting prices for all three AMS+ packages
• Strength: Compliance forms for Medicare and ACA sales built in
• Strength: Commissions, marketing and group quoting available as add-on products
• Weakness: Built for health, senior and benefits lines, not P&C
• Weakness: Lead routing needs Accelerate at $139 per month
• Weakness: Sales contact is required to buy

Key facts

• Packages: Grow, Accelerate and a top VoIP package
• Lines served: Health, group benefits, senior market, life
• Other products: Commissions+, Engage+, Quote+

Where it ranks

AgencyBloc is No. 4 in our Best CRM for Insurance Agents verdict.