AgencyBloc AMS+ review for insurance agencies: pricing, lead routing and integrations
AgencyBloc AMS+ is an agency management system for health, Medicare and benefits agencies, with a CRM built in. Leads come in from vendors, forms and calls, get routed to an agent and stay in the same system once they become clients.
It suits agencies, general agencies (GAs) and marketing organizations (FMOs) that want leads, policies and compliance forms together. Pricing is quoted by package, and automatic routing starts at the middle one.
- Best for
- Health, Medicare and benefits agencies that want leads, clients, policies and compliance forms in one system
- Price
- Quote only, by package (Grow, Accelerate or Elevate)
- Free trial
- Yes, on request through sales
- Lead intake
- Vendor posts, web forms, booking pages, phone calls, CSV and Zapier
- Assignment
- Rules by state, county or lead source, round robin or a named user. Automatic routing starts at Accelerate
- Texting and calling
- Texting on every package. Built-in calling, call queues and recording on Elevate
- Agency systems
- It is the agency management system, so no separate AMS link is needed
- Contract
- Term set in your order form, renewing for 12 months
Our take
Choose AgencyBloc if you run a health, Medicare or benefits agency and want one system from first lead to renewal. Scope of Appointment and consent forms, Medicare quoting links and policy records sit next to the leads.
Lead buyers need at least Accelerate, the first package that routes leads by state, county or source. Elevate adds calling and call queues.
No prices are published, and the contract renews for a year unless you give 60 days notice.
Pros
- Leads, clients and policies in one system
- Routing rules by state, county or lead source
- Scope of Appointment and ACA consent forms built in
- Completed Medicare enrollments come back from HealthSherpa, SunFire and others
- Renewal tasks and a coverage-gap report
Cons
- No published prices
- Automatic routing needs Accelerate or higher
- Built-in calling only on Elevate
- Renews for 12 months unless you give 60 days notice
- Few P&C connections
Plans and pricing
- How it's priced
- Quoted by package. No prices are published
- What changes the price
- The package you pick, plus add-ons such as Commissions+ and agency websites
- To get a price
- Request pricing on agencybloc.com or call sales at 866-338-7075
| Package | What it adds |
|---|---|
| GrowAgencies that assign leads by hand | Lead posts from vendors, lead forms, basic workflows and texting, Scope of Appointment and ACA consent forms, booking, email marketing, reports and the main Medicare quoting links |
| AccelerateTeams that need leads routedFirst package with automatic routing | Everything in Grow, plus automatic lead assignment and routing, premium workflows and texting, Rx Collect, RetireFlo and Zapier |
| ElevateCall teams | Everything in Accelerate, plus call queues for leads, built-in calling, call recording and the Talk & Text mobile app |
Packages as listed on agencybloc.com/pricing, checked October 2026.
Good to know before you buy
- Agency websites cost extra, outside package pricing.
- Commissions+ is priced separately, by transaction volume.
- Unpaid balances add 1.5% a month, and card processing fees are passed on.
- Moving your data over took 6 to 8 weeks in AgencyBloc's 2022 guide.
Getting started
Book a demo or trial
Sales sets up a trial on request.
Move your book in
The data team helps move clients, policies, activity and history by hand entry, CSV or a custom import.
Connect lead sources
Point vendor posts and website forms at AgencyBloc.
Set routing rules
Add rules by state, county or source on Accelerate or Elevate.
Train the team
Live training uses your own data, with an online academy, webinars and bootcamps.
A customer success manager leads onboarding. Support is by chat, phone, email and a help center.
Lead intake
Leads arrive from vendor posts, AgencyBloc's secure web forms and its booking pages. A form can create the lead, tag its source, alert the team and start a workflow.
- Ways leads come in
- Vendor posts and an open API, web forms, booking pages, inbound calls, CSV, Zapier or by hand
- Website leads
- AgentMethods and Engage+ Websites send website leads straight in
- Callers
- Intulse matches callers and can create a lead for an unknown number
- Duplicates
- Finds and removes duplicate people, groups and agents
Assignment rules
By state or county
Send leads by the state or county they live in.
By lead source
Send each vendor's or form's leads to the right team.
Round robin
Leads rotate among the agents you pick.
Named user
Assign a lead to one agent by hand.
Automatic assignment and routing need Accelerate or Elevate. On Grow, leads are assigned by hand.
Follow-up and calling
Leads get tasks, emails, texts, calls, drip sequences, booking links and reminders. The lead stays in AgencyBloc when it becomes a client with policies.
- Texting
- On every package, with premium texting on Accelerate and Elevate
- Calling
- Built-in calling with call queues and recording on Elevate, or Intulse
- Consent on file
- Scope of Appointment, ACA consent, signatures and recorded verbal consent are stored with the contact
- Opt-outs and Do Not Call
- AgencyBloc's texting guide tells agencies to get consent, honor stop words and follow the national Do Not Call list
Client and policy records
AgencyBloc is the agency management system, so it holds the book of business itself. Policies link to a person, household or employer group.
- Policy records
- Status, effective and renewal dates, coverage, carrier, agent, documents and history
- Groups
- Employees have their own records with group policy enrollments
- Beneficiaries
- Stored with the contact
Renewals, retention and cross-sell
Renewals
Tasks go to the account manager 3 months, 1 month and 7 days before renewal, with optional emails to the agent or client.
Cross-sell
A report finds coverage gaps, such as Medicare Advantage without Part D, and exports the list to work.
Life events
Workflows can fire on birthdays, policy anniversaries, turning 26 or 65 and enrollment seasons.
Connections
| Connects to | Type | How | What it does |
|---|---|---|---|
| HealthSherpa for Medicare | Medicare quoting | Built in | Sends the client to quote, and returns plan, carrier, premium and policy after enrollment |
| SunFire | Medicare quoting | Built in | Sends the client to quote, and returns the policy after enrollment. Drugs and doctors go over on Accelerate and Elevate |
| ConnectureDRX PlanCompare Edge | Medicare quoting | Built in | Sends the client to quote, and returns the policy after enrollment |
| Lead Advantage Pro | Medicare quoting | Built in | Returns Medicare Advantage, supplement and drug plan enrollments |
| RetireFlo | Medicare quoting | Built in | On Accelerate and Elevate |
| Quote+ | Group quoting | Built in | Sends group and employee data to quote, and enrollment updates come back |
| Ease | Benefits enrollment | Built in | Brings in groups, employees, plans and current enrollments by hand or nightly |
| AgentMethods | Website | Built in | Website leads and activity come in, and contacts can go out |
| Engage+ Websites | Website | Built in | Website inquiries come into the sales process |
| Intulse | Phone | Built in | Matches callers, and logs calls, recordings and texts |
| Commissions+ | Commissions | Built in | Matches carrier statements to expected pay and builds producer statements |
| Microsoft Outlook | Built in | Syncs email | |
| Zapier | Automation | Zapier | On Accelerate and Elevate |
| Open API | Automation | API | Creates and updates records from other systems |
Zapier needs its own account, which Zapier bills separately.
Medicare and health
- Scope of appointment
- Sent by email or text from a booked meeting, and saved to the contact once signed
- ACA consent
- Consent to Contact and attestation forms are signed online and stored
- Call recording
- Built-in calls are logged and recorded on the client, policy or lead
- Enrollment
- HealthSherpa, SunFire, ConnectureDRX and Lead Advantage Pro send back completed enrollments. Unfinished quotes don't come back
- Drugs and doctors
- Rx Collect is a branded web form where clients enter prescriptions, pharmacies and doctors, kept year to year
- Turning 65
- Reminders 6 months, 3 months and 1 month before, then a birthday email and a call task
Commissions
Commissions+ is sold separately. It compares carrier statements with expected pay, splits producer amounts and builds PDF or CSV statements, but doesn't send payments.
Client portal and mobile app
- Agent app
- Talk & Text for iPhone and Android, on Elevate
- What the app does
- Business calls, texts and voicemail, logged back in AgencyBloc. Policies and reports stay on the web
- Client portal
- Rx Collect, a branded form for clients' drugs, pharmacies and doctors
Reporting
Reports you get
- Lead source kept on every lead
- Results by lead source and lead vendor
- Live graphs and charts
- Ready-made insurance reports
- Custom reports with the fields and filters you choose
Contract and cancellation
- Term
- Set in your order form or quote
- Renewal
- Renews for 12 months on its own
- Notice
- Written notice at least 60 days before the term ends
- Refunds
- Partial months, plan changes and unused months aren't refunded
- Your data
- Yours to export to Excel or CSV at any time. It's deleted after the contract ends unless your order says otherwise
From AgencyBloc's terms of use.
AgencyBloc AMS+ alternatives
- TLDCRMFrom $100 a user per monthPublished prices, with calling and routing for life and health
- MedicarePRO CRMFrom $45 a monthA simple Medicare CRM for one agent or a small team
- AgentCubedQuote onlyBuilt for health and Medicare call centers
- VanillasoftQuote onlyQueue-based calling that hands each agent the next lead
See every option in insurance lead management software.
Frequently asked questions
How much does AgencyBloc cost?
AgencyBloc quotes each package. Grow, Accelerate and Elevate differ by routing, automation and built-in calling.
Does AgencyBloc handle Scope of Appointment forms?
Yes. Electronic Scope of Appointment, ACA Consent to Contact and attestation forms are sent, signed and stored with the contact.
Which AgencyBloc package includes lead routing?
Automated lead assignment and routing start at Accelerate. Grow takes in leads from vendors and forms but assigns them by hand.
Can I cancel AgencyBloc?
Give written notice at least 60 days before your term ends, or it renews for 12 months.
Does AgencyBloc have a free trial?
Yes. Sales sets one up when you ask.
How we researched this review. We based this review on the terms and product pages published by AgencyBloc AMS+, 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 AMS+ quit selling or a contract term that reads different now, let us know and send the link to the page where AgencyBloc AMS+ has it. Somebody here pulls up that page and checks it before we change anything on ours.