AgencyBloc review

AgencyBloc is the clear choice on this list for agencies that sell health, Medicare, life and group benefits. Its AMS+ product combines a CRM with client, policy and document management, so leads, policies and servicing live in one record. Every package includes electronic Scope of Appointment, ACA consent to contact and attestations, an appointment scheduler with text and email reminders, email marketing, landing pages, lead forms and integrations with quoting and enrollment tools such as Connecture, Ease, Employee Navigator, SunFire and HealthSherpa. Grow starts at $109 per month. Accelerate, from $139, adds premium servicing and lead workflows, automated lead assignment and Rx Collect for Medicare intake, and the top package, from $169, adds integrated VoIP with call queues and recording. AgencyBloc also absorbed Radius, whose sales tools now live inside AMS+. The trade-off is focus: P&C agencies will find EZLynx, NowCerts or AgencyZoom a better match.

Who it is for

Health, Medicare and benefits agencies that need compliance forms, lead workflows and policy records in one system.

Price

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

Starting at $109/mo.
Quoted from the vendor pricing page on November 9, 2026.

Key features

• Health, senior and benefits-specific CRM with policy and document management
• Electronic Scope of Appointment, ACA consent to contact and ACA attestations
• Lead post vendor integration, lead import and lead forms
• Email marketing, landing pages and text messaging
• Quoting and enrollment integrations such as Connecture, SunFire and HealthSherpa

Strengths and weaknesses

• Strength: Compliance forms for Medicare and ACA sales are included on every package
• Strength: Standard and custom reporting on all packages
• Strength: Now includes the sales tools from Radius, which is no longer sold standalone
• Weakness: Built for health, senior and benefits lines rather than P&C
• Weakness: Automated lead assignment and routing start on Accelerate
• Weakness: Sales-led buying with no listed free trial

Key facts

• AMS+ packages: Grow from $109, Accelerate from $139, top package from $169 per month
• VoIP: Integrated VoIP, call queues and call recording on the top package
• Lines of business: Individual health, group benefits, senior and life

Where it ranks

AgencyBloc is No. 2 in our Best CRM for Insurance Agents verdict.