AgencyBloc
AgencyBloc is a Cedar Falls, Iowa-based SaaS company that provides an integrated agency management, commissions, quoting, and marketing platform (Plus Suite) used by 6,500+ life, health, and benefits insurance agencies in the United States.
- Company typePrivate
- Founded2012
- HeadquartersCedar Falls, United States
- Headcount101–250
- GTM typeB2B
- OfferingSoftware
What AgencyBloc does
AgencyBloc is a Cedar Falls, Iowa-based SaaS company that provides an integrated agency management platform built specifically for life, health, and benefits insurance agencies. Its Plus Suite combines the AMS+ agency management system with four modules — AMS+ (CRM, policy management, compliance, VoIP, automation), Commissions+ (carrier statement reconciliation and missing-commission identification), Engage+ (websites, email, and social media marketing), and Quote+ (small-group quoting and enrollment) — into one HIPAA-aligned environment with SOC 2 Type II and HITRUST certifications. The platform is used by 6,500+ agencies across Medicare, group benefits, and individual/ACA segments, with distribution via direct sales, an inbound-led website funnel, and upline partnerships with General Agencies, Independent Marketing Organizations, and Field Marketing Organizations.
The company operates a subscription SaaS model with annual billing and tiered Plus Suite packaging; pricing is quote-based and not publicly disclosed. AgencyBloc was founded in 2008 by Cory Schmidt and Adam Lewis (both previously at Spinutech), officially launched in 2012, and has grown to roughly 120 employees. Two strategic acquisitions — FormFire in July 2022 (now Quote+) and Radius in February 2023 (integrated into AMS Plus) — consolidated quoting, sales enablement, and agency management into a unified platform, with the combined AMS Plus launched in January 2024. A 2026 product expansion introduced AgencyBloc Intelligence (AI-driven call and voicemail capture/summarization) along with Rx Collect (Medicare prescription data intake) and Engage+ enhancements.
The business is privately held, with Mike Lamb serving as CEO, Cory Schmidt as Co-Founder and CTO, Adam Lewis as Co-Founder, and Rick Fox as CRO. AgencyBloc received a private equity investment from Resurgens in October 2021, with Saratoga Partners also participating, and remains founder-led with a partner sponsor. Day-to-day operations are US-only and revolve around inbound demand generation (~99% of historical growth), the annual BlocBuilder customer conference, and a content engine that includes the Insurtech Building Blocs podcast, webinars, and a substantial blog library.
AgencyBloc firmographics
Firmographics- Name
- AgencyBloc
- Legal name
- AGENCYBLOC, LLC
- Website
- https://agencybloc.com
- Company type
- Private
- Founded year
- 2012
- Operating status
- Operating
- Headcount range
- 101–250 employees
- Short description
- AgencyBloc is a Cedar Falls, Iowa-based SaaS company that provides an integrated agency management, commissions, quoting, and marketing platform (Plus Suite) used by 6,500+ life, health, and benefits insurance agencies in the United States.
- Ownership category
- akta.pro rank
AgencyBloc industry classification
Industry- Product category
- Insurance Agency Management Software
- NAICS
- Software Publishers (513210)
- SIC
- Services-Prepackaged Software (7372), Insurance Agents, Brokers & Service (6411)
- akta.pro primary industry
- B2B SaaS & Enterprise Personalization (CRM, Sales, Support) (HDAAAGAJ)
- akta.pro secondary industry
- IT Governance, Risk & Compliance (IT GRC) Platforms (HDAEALAK)
Keywords
Where AgencyBloc is headquartered
LocationHeadquarters
- HQ city
- Cedar Falls
- HQ country
- United States
- HQ region
- North America
Offices2 records
Markets served
AgencyBloc business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Infrastructure, Operations
Revenue model
- Subscription SaaS Revenue: AgencyBloc operates on a subscription-based SaaS model with tiered plans. The Plus Suite packages include AMS+, Commissions+, Engage+, and Quote+ modules. Pricing is subscription-based with plans available at different tiers.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Plus Suite Packages with tiered plans |
Go-to-market motion3 records
Distribution channels4 records
Marketing channels12 records
AgencyBloc product offering
Product offeringCore offering
AgencyBloc provides an all-in-one SaaS platform called the Plus Suite, purpose-built for health, life, and group benefits insurance agencies. It combines CRM and policy management (AMS+), commission reconciliation (Commissions+), digital marketing and client engagement (Engage+), group benefits quoting and enrollment (Quote+), Medicare prescription data intake (Rx Collect), and AI-powered call capture and summarization (AgencyBloc Intelligence) in a single cloud-based, HIPAA/HITRUST/SOC 2 compliant environment.
Product overview
AgencyBloc offers an all-in-one platform built specifically for health, life, and group benefits insurance agencies called the Plus Suite. The core platform is AMS+ (Agency Management System), which serves as the central hub combining CRM, policy management, compliance tracking, VoIP/click-to-call, automation, and reporting. The Plus Suite extends AMS+ with four integrated modules: Commissions+ for commission tracking and reconciliation, Engage+ for digital marketing and client communication (websites, email, social media, content library), Quote+ for group benefits quoting and enrollment (formerly FormFire), and Rx Collect for Medicare prescription data intake. AgencyBloc Intelligence represents the company's approach to embedding AI capabilities (initially call/voicemail capture and summarization) across the platform. The company also hosts the annual BlocBuilder conference and produces the Insurtech Building Blocs podcast. AgencyBloc serves over 6,500 agencies across Medicare, group benefits, and individual/ACA market segments.
Differentiator
Problem solved
Functional benefit
Brands
- AMS+ (Agency Management System): All-encompassing, industry-specific sales and servicing agency management system for health and life insurance agencies.
- Commissions+
- Engage+
- Quote+
- AgencyBloc Intelligence
Products and services
- AMS+ (Agency Management System) All-encompassing, insurance-specific agency management system combining CRM, policy management, compliance tracking, agent management, VoIP/click-to-call, automation, reporting, and sales enablement in a single cloud platform, designed for health and life insurance agencies, uplines, and carriers.
- Commissions+
Quantifiable outcome
- 400% increase in OEP efficiency
- +7 more outcomes
Companies that use AgencyBloc
Customer profileNamed customers8 records
Segments5 records
Ideal customer profiles5 records
AgencyBloc technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration3 records
AI capability7 records
Feature7 records
AgencyBloc partnerships and signals
Strategic signalPartnerships
Two partnerships are on record, tiered core.
- RadiuscoreAcquired Radius in February 2023, a provider of sales enablement solutions for life and health insurance brokers. The deal aimed to integrate Radius services into AgencyBloc's single platform. Radius's services continued to be available to existing clients. This became part of the AMS+ solution, adding front-office sales enablement capabilities.
- FormFirecoreAcquired FormFire in July 2022 to enhance quoting and enrollment capabilities. FormFire was integrated into AgencyBloc's AMS to improve broker workflow for group benefits quoting and enrollment. This acquisition became the foundation for Quote+.
Scale indicators14 records
Recent moves6 records
Expansion highlights6 records
AgencyBloc competitors and assessment
Company assessmentBroad incumbents
- Applied Systems: Applied Systems is the dominant provider of insurance agency management software (Applied Epic, Applied TAM) for P&C and benefits agencies. It directly competes with AgencyBloc's AMS+ in the benefits and life/health agency segment but serves a much broader portfolio including P&C, with significantly larger scale and carrier integrations.
- Vertafore: Vertafore is a major insurance technology provider offering agency management (AMS360, Sagitta), rating, and carrier connectivity solutions. It is a broad incumbent overlapping with AgencyBloc in benefits agency management while extending well into P&C and broader distribution workflows.
- EZLynx: EZLynx, an Applied Systems company, provides insurance agency management, comparative rater, and consumer quoting technology for personal and commercial lines. While it leans P&C, it overlaps with AgencyBloc in agency operations, rating, and carrier connectivity for benefits-adjacent workflows.
- Salesforce Industries (Health Cloud / Insurance): Salesforce's industry clouds for health and financial services provide CRM and engagement capabilities that insurance agencies can configure. It is a broad incumbent competitor in the broader B2B SaaS CRM space where AgencyBloc's AMS+ competes for the same insurance agency customers.
- HubSpot: HubSpot is a leading CRM and marketing automation platform commonly used by SMB insurance agencies as a generic alternative to industry-specific systems. AgencyBloc's Engage+ competes with HubSpot's marketing and CRM capabilities for the same small agency segment.
Direct peers
- NowCerts: NowCerts is a comparative insurance agency management system focused on health, life, and benefits agencies with CRM, policy management, and commission tracking. It is a direct peer competing for the same SMB and mid-market health insurance agency customer base that AgencyBloc serves.
- AgentCubed: AgentCubed is an insurance-specific CRM and consumer engagement platform built for life, health, and benefits agents. It is a direct peer to AgencyBloc's AMS+ and Engage+ in serving small to mid-market insurance agencies with lead management and client engagement tools.
Emerging players
- Benefy Technologies: Benefy (formerly Benefitter) is a benefits technology platform focused on group benefits quoting, enrollment, and employee decision support. It overlaps with AgencyBloc's Quote+ module in the group benefits quoting and enrollment workflow for agencies and brokers.
- Zapflow: Zapflow is a CRM and lead management platform purpose-built for insurance agents and financial advisors. It is an emerging player with partial overlap to AgencyBloc's CRM and lead management capabilities for the same agent-centric customer base.
Others
- Transamerica / Carrier Agency Portals: Carrier-sponsored agent and agency portals (e.g., Transamerica, Anthem, Aetna) serve as alternative distribution and management tools for appointed agents. They are ecosystem participants rather than direct competitors, but their capabilities partially substitute for some AMS+ workflows in commission and policy management.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
AgencyBloc social profiles
Digital presenceAgencyBloc compliance and trust
Trust signalCompliance3 records
AgencyBloc financial estimates
Financial estimateRevenue estimate
Valuation estimate
AgencyBloc leadership team
Management profileNumber of profiles
Profiles5 records
AgencyBloc subsidiaries and ownership
Company hierarchySubsidiaries2 records
AgencyBloc funding detail
Funding detailFunding overview
Funding rounds2 records
Investors2 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
AgencyBloc M&A and investment
M&A and investmentM&A3 records
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about AgencyBloc
What does AgencyBloc do?
AgencyBloc provides an all-in-one SaaS platform called the Plus Suite, purpose-built for health, life, and group benefits insurance agencies. It combines CRM and policy management (AMS+), commission reconciliation (Commissions+), digital marketing and client engagement (Engage+), group benefits quoting and enrollment (Quote+), Medicare prescription data intake (Rx Collect), and AI-powered call capture and summarization (AgencyBloc Intelligence) in a single cloud-based, HIPAA/HITRUST/SOC 2 compliant environment.
Is AgencyBloc a public or private company?
AgencyBloc is a private company. It is classified as private equity controlled and is currently operating.
When was AgencyBloc founded?
AgencyBloc was founded in 2012. It employs 101 to 250 people.
Where is AgencyBloc based?
AgencyBloc is headquartered in Cedar Falls, United States, in the North America region.
How does AgencyBloc make money?
One revenue line is on record: subscription SaaS Revenue.
Who are AgencyBloc's main competitors?
Broad incumbents on record are Applied Systems, Vertafore, EZLynx, Salesforce Industries (Health Cloud / Insurance) and HubSpot. Direct peers are NowCerts and AgentCubed. Emerging players are Benefy Technologies and Zapflow. Transamerica / Carrier Agency Portals is listed as an others.
Does AgencyBloc have an API?
No public API is recorded for AgencyBloc.
What industry is AgencyBloc in?
AgencyBloc's product category is Insurance Agency Management Software. Its primary akta.pro industry code is HDAAAGAJ, B2B SaaS & Enterprise Personalization (CRM, Sales, Support), with a secondary code of HDAEALAK, IT Governance, Risk & Compliance (IT GRC) Platforms. Its NAICS code is 513210 and its SIC code is 7372.