---
description: AgencyBloc AMS+ : avantages et inconvénients. Lisez les avis clients, consultez les prix et découvrez les fonctionnalités.
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title: AgencyBloc AMS+ - Avis, notes, prix et abonnements - Capterra Canada 2026
---

Breadcrumb: [Accueil](/) > [Logiciels pour compagnie d'assurance](/directory/20035/insurance-agency/software) > [AgencyBloc AMS+](/software/105829/agencybloc-for-health-life-insurance)

# AgencyBloc AMS+

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> AgencyBloc est un système web de gestion pour agences qui fournit tous les outils dont vous avez besoin pour organiser votre compagnie d'assurance-maladie ou d'assurance-vie.
> 
> Conclusion : 129 utilisateurs lui ont donné la note de **4.7/5**. Figure au meilleur classement pour **Probabilité de recommander le produit**.

-----

## Présentation

### Qui utilise AgencyBloc AMS+?

Les compagnies d'assurance-vie et d'assurance-maladie, des agences comptant un ou deux employés aux grandes agences et sociétés de gestion d'assurance.

## Statistiques et notes

| Métrique | Notation | En détail |
| **Note globale** | **4.7/5** | 129 Avis |
| Simplicité | 4.7/5 | D'après l'ensemble des avis |
| Support client | 4.9/5 | D'après l'ensemble des avis |
| Rapport qualité-prix | 4.6/5 | D'après l'ensemble des avis |
|  Fonctionnalités | 4.5/5 | D'après l'ensemble des avis |
| Pourcentage de recommandation | 90% | (9/10 Probabilité de recommander le produit) |

## À propos du vendeur

- **Entreprise**: AgencyBloc
- **Pays**: Cedar Falls, É.-U.
- **Fondé**: 2005

## Contexte commercial

- **À partir de**: 109,00 $ US
- **Type de licence**:  (Version d’essai gratuite)
- **Public cible**: Travailleur autonome, 2–10, 11–50, 51–200, 201–500, 501–1 000, 1 001–5 000, 5 001–10 000, 10 000+
- **Déploiement et plateformes**: Cloud, SaaS, web, Mac (ordinateur), Windows (ordinateur), Linux (ordinateur)
- **Langues**: anglais
- **Pays disponibles**: Canada, États-Unis

##  Fonctionnalités

- Accès mobile
- Déclarations de commissions
- Fonctions pour secteur de l'assurance
- Gestion des assurances
- Gestion des commissions
- Gestion des contacts
- Gestion des documents
- Gestion des leads
- Gestion des polices d'assurance
- Gestion des stratégies
- Gestion du pipeline de ventes
- Mesure des performances
- Rapports et analyses
- Saisie de leads
- Tableau de bord d'activités

## Intégrations (7 au total)

- ClientCircle
- Ease
- Employee Navigator
- Five9
- Intulse
- Microsoft Outlook
- Zapier

## Ressources d'aide

- Service client/courriel
- FAQ/forums
- Base de connaissances
- Support téléphonique
- Chat/Clavardage

## Category

- [Logiciels pour compagnie d'assurance](https://fr.capterra.ca/directory/20035/insurance-agency/software)

## Catégories connexes

- [Logiciels pour compagnie d'assurance](https://fr.capterra.ca/directory/20035/insurance-agency/software)
- [Logiciels pour gestion d'affaire](https://fr.capterra.ca/directory/30532/business-management/software)
- [Logiciels CRM](https://fr.capterra.ca/directory/2/customer-relationship-management/software)
- [Logiciels de gestion des commissions](https://fr.capterra.ca/directory/30200/commission/software)
- [Logiciels de suivi commercial](https://fr.capterra.ca/directory/32744/sales-tracking/software)

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## Avis

### "AgencyBloc at KHI Solutions" — 5.0/5

> **Nicole** | *31 juillet 2019* | Assurance | Taux de recommandation : 10.0/10
> 
> **Avantages**: I like the web-based platform so we can access it anywhere.  Prior to this, we were tethered to a server database.  I also like that it is integrated between the database and commissions, as our prior commissions and information databases were not the same.
> 
> **Inconvénients**: Many of my issues with things were learning to use it after we were used to our old database.  I know there are some things we don't need or use that I wish you could turn on/off, but that is a VERY minor complaint.
> 
> Implementing this in 2011 was a huge undertaking with our separate databases for information and commissions, and our old program did not necessarily play the nicest, but since we've been using it over 8 years now, it is so worth the switch.  They have implemented new, useful tools for agencies going to this program since we switched, and it seems like they are always working on new things to make it better.  I like being consulted when they are thinking about new items to roll out and how that would affect what we do, or if it is even worth it.  Our reps are great and they are always a quick response away from a question or concern.

-----

### "PRO and CON" — 5.0/5

> **Jennifer** | *8 octobre 2024* | Assurance | Taux de recommandation : 10.0/10
> 
> **Avantages**: Everything is in one place. I do not have to have different software for phones and database, it is all in 1.
> 
> **Inconvénients**: That you cannot text pictures to members, and that there is not fax capabilities.

-----

### "Smoking Mirrors" — 1.0/5

> **Michael** | *26 mars 2026* | Assurance | Taux de recommandation : 0.0/10
> 
> **Avantages**: It is inexpensive and has some texting and email functionality.  It has some but limited integration with Employee Navigator.
> 
> **Inconvénients**: Integration with Employee Navigator is poor.  Teams knowledge was subpar.  getting things corrected was all on me.  They made mistakes that delayed the implementation and only agreed to refund half of the month fee despite the delay being more than a month.
> 
> I was told it integrates with Employee Navigator but after I signed up, I found out that very little data carries over and you have to manually sych it.  You also have to manually synch all accounts every time.  Random info comes over with no rhyme or reason.  I spent more than a month researching why things were happening as they didnt understand or have first hand knowledge.  THey simply sent me articles.  Takes a lot to manually update info.  I feel like I was promised something that was fiction.

-----

### "Great CRM for the money" — 5.0/5

> **John** | *22 août 2023* | Assurance | Taux de recommandation : 10.0/10
> 
> **Avantages**: We like the user-friendly design that Agencybloc provides. From the client management, to policies, to reports, to tracking activities, it really is super easy to use. We had another CRM prior and they certainly weren't user friendly and it wasn't designed to use for insurance. This platform really makes our jobs, lives, and client interaction and support so much easier\!
> 
> **Inconvénients**: It would be nice if it was more user friendly to link email outside of Microsoft to be able to track client interactions. We utilize Gmail and that is our only issue at this time.
> 
> From our initial presentation by \[sensitive content hidden\]&#10;, to our data migration supervised by \[sensitive content hidden\], to the support we receive from our Client Success Manager \[sensitive content hidden\], to the training offered by \[sensitive content hidden\], we have just been truly amazed by the amount of support we receive and the attention to detail that everyone we have dealt with provides. We know who to contact for what issues and everyone has been quick to respond and help us resolve any issues we may have had. Our previous CRM is no match to this level of customer service.

-----

### "Works for me, I need userfriendly" — 4.0/5

> **Jara** | *20 octobre 2022* | Assurance | Taux de recommandation : 10.0/10
> 
> **Avantages**: How easily it was set up and the training that came with it
> 
> **Inconvénients**: There are a few things I would like it to do for instance if I am working a case I would like the projected due date to remind me in an email to me.  I would also like an account to show the whole family not each individual
> 
> I was able to use it immediately and the best part was that I had help from Agency Bloc to download my clientele.

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## Liens

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