AgencyBloc Quote+ review for insurance agents: pricing, carriers and features
AgencyBloc Quote+ gathers a small group's census and health answers, then compares community-rated and medically underwritten plans from over 130 carriers. It builds the proposal, runs employee enrollment and prepares carrier forms.
Pricing is quoted by sales and scales with how many groups you quote.
- Best for
- Benefits agencies quoting small groups that want census, health questions, proposals and carrier forms in one flow
- Lines
- Small group medical, dental and vision
- Price
- Quoted by sales, based on how many groups you quote
- How you get it
- Buy direct, or through a general agency or carrier account
- Carriers
- 130+
- Applications
- Carrier-ready forms, sent electronically where the carrier accepts it
Our take
Quote+ suits a benefits agency that quotes small groups and wants one data set from census to carrier forms. Comparing level-funded and community-rated plans together is its strength.
It pays off most if you already run AgencyBloc AMS+, since census and policies sync both ways.
Pros
- Community-rated and underwritten plans in one quote
- Online health questions with prescription data
- Census flows through to carrier forms
- Two-way sync with AgencyBloc AMS+
- SOC 2 and HITRUST
Cons
- No published prices
- Twelve-month terms that renew unless you give 60 days' notice
- Overage fees past your package
- No individual health or consumer quoter
Plans and pricing
| Package | Groups a year | What it adds |
|---|---|---|
| Agency AdvantageSmaller booksSmallest package | Up to 50 | Quoting, health questions, online enrollment, carrier submissions and support |
| Agency ProfessionalGrowing books | Up to 100 | Everything in Advantage |
| EnterpriseLarge agencies and GAs | Over 100 | Everything in Professional, plus a customer success manager |
As of October 2026, from agencybloc.com. Prices are quoted, and one group counts as 15 active employees. Going over your package brings overage fees.
Other charges
- Card processing fees if you pay by card
- A 1.5% monthly late fee on unpaid balances
- A higher package price if a carrier sponsors your account
Access and contracting
- How you get it
- Book a demo and sign a 12-month order form
- Who pays
- The agency or GA. Employers and employees pay nothing
- What you need first
- The group's census. No production minimum or appointment rule is published
When a client moves to another broker, the old broker loses access to its data within two to five business days.
Carriers, products and states
- Carriers
- 130+
- Carrier list
- 2026 to 2027 Quote+ carrier list
- States
- All 50 states and DC, by carrier, product and quarter
AgencyBloc says Quote+ covers 40,000 plan options from 130+ carriers, as of October 2026. Send a missing carrier form and it's added free.
Rates and underwriting
- Where rates come from
- Carrier rate filings, plus live quotes from connected carriers
- Fixing a wrong rate
- Chat, phone, email or a support ticket
Underwriting tools
- Medical health questionnaire that adapts to answers
- Prescription-based underwriting path
- Condition and medication lookup
- Checks for missing or conflicting answers
Health answers feed the carrier submission. The carrier makes the underwriting decision.
Quotes and proposals
| Result | What it means for you |
|---|---|
| Estimate | Group rates before carrier underwriting |
| Plan comparison | Community-rated and medically underwritten plans side by side |
| Quote only | A firm carrier quote, only when the screen says so |
- What you can send the client
- A branded PDF proposal with contribution options
Applications and enrollment
- Where the application goes
- Electronically to carriers that accept it. Others get a secure link or files
- What carries over
- Census, dependents, health answers, plans, contributions, elections and waivers
- E-signature
- Built in, with time stamps and IP tracking
Group quoting and census
- Census
- Typed in, bulk imported, filled by employees or synced from AMS+
- Proposals
- Plan details, costs, contribution comparisons and employee classes
- Enrollment
- Employees pick plans in a portal, or the broker enrolls them
Integrations
| Connects to | Type | How | Direction | What it does |
|---|---|---|---|---|
| AgencyBloc AMS+ | Agency system | Built in | Both ways | Sends census in and policy updates back. Needs both subscriptions |
| Carriers | eApp | Direct submission | Out | Sends carrier-ready forms where accepted |
Getting started
Book a demo
AgencyBloc sizes the package to your group volume.
Load groups
Import a census or sync it from AMS+.
Collect health data
Employees answer health questions online.
Propose and submit
Send the proposal, then the carrier forms.
Support is by chat, phone, email and help center.
Mobile, users and security
Mobile
It runs in a browser on phones and computers. There's no app.
Users and security
- Roles for employees, HR, brokers and GA admins
- Optional two-step login
- Yearly SOC 2 Type II audits
- HIPAA safeguards and HITRUST certification
Contract and your data
- Term
- Set in the order form
- Renewal
- Renews for 12 months unless either side gives 60 days' written notice
- Refunds
- None for partial or unused months
- Your data when you leave
- Excel and CSV exports. Download before the end, since content is deleted when the contract ends
- Terms
- Quote+ terms of service
Terms read in October 2026. Invoices are due in 30 days.
AgencyBloc Quote+ alternatives
- HealthConnect Broker PortalQuote onlyGroup medical and ancillary quoting through general agency portals
- Quotit$99/moSmall group, ACA and Medicare quoting with client tracking, monthly
- HealthSherpa for AgentsFreeACA individual enrollment for agents, paid by carriers
- GetInsuredFreeACA individual quoting and enrollment, free for brokers
See every option in insurance quoting software.
Frequently asked questions
How much does AgencyBloc Quote+ cost?
Sales quotes a price based on how many groups you quote each year. Employers and employees pay nothing.
Does Quote+ work with AgencyBloc AMS+?
Yes. Census goes into Quote+ and policy updates come back, with both subscriptions.
Can Quote+ collect health questions online?
Yes. Employees answer a medical questionnaire, or you can use the prescription-based path.
How we researched this review. We based this review on the terms and product pages published by AgencyBloc Quote+, reviewed in October 2026, together with our team's experience working with insurance agents and agency owners since 2008.
Corrections
Vendors change their pricing all the time and they don't email us when they do. So if you see a price on here that's gone up, a plan AgencyBloc Quote+ quit selling or a contract term that reads different now, let us know and send the link to the page where AgencyBloc Quote+ has it. Somebody here pulls up that page and checks it before we change anything on ours.