--- description: ¿Qué piensan los usuarios de AgencyBloc AMS+? Lee las opiniones y opiniones verificadas, descubre sus características y el nivel de usabilidad, consulta los precios y conoce las ventajas y desventajas de AgencyBloc AMS+. image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress title: AgencyBloc AMS+ - Opiniones, precios y características - Capterra España 2026 --- Breadcrumb: [Inicio](/) > [Software de seguros](/directory/20035/insurance-agency/software) > [AgencyBloc AMS+](/software/105829/agencybloc-for-health-life-insurance) # AgencyBloc AMS+ Canonical: https://www.capterra.es/software/105829/agencybloc-for-health-life-insurance Página: 1 de 6\ Siguiente: [Página siguiente](https://www.capterra.es/software/105829/agencybloc-for-health-life-insurance?page=2) > AgencyBloc es uno de los sistemas de gestión más recomendados para corredurías de seguros de vida y salud. > > Veredicto: 129 usuarios lo han valorado con **4.7/5**. De los mejores valorados en **Probabilidad de recomendación**. ----- ## Vista rápida ### ¿Quién usa AgencyBloc AMS+? Agencias de seguros de vida y de salud, desde agencias de una o dos personas hasta MGA e IMO/IFO. ## Estadísticas y valoraciones rápidas | Métrica | Valoración | Detalles | | **En general** | **4.7/5** | 129 Opiniones | | Facilidad de uso | 4.7/5 | Basado en las opiniones generales | | Asistencia al cliente | 4.9/5 | Basado en las opiniones generales | | Relación calidad-precio | 4.6/5 | Basado en las opiniones generales | | Funcionalidades | 4.5/5 | Basado en las opiniones generales | | Porcentaje de recomendaciones | 90% | (9/10 Probabilidad de recomendación) | ## Sobre el proveedor - **Empresa**: AgencyBloc - **Ubicación**: Cedar Falls, EE. UU. - **Constitución**: 2005 ## Contexto comercial - **Precio inicial**: 109,00 US$ - **Modelo de precios**: (Prueba gratuita) - **Público objetivo**: Trabajador autónomo, 2-10, 11-50, 51-200, 201-500, 501-1.000, 1.001-5.000, 5.001-10.000, 10.000+ - **Despliegue y plataformas**: Cloud, SaaS, Web, Mac (desktop), Windows (desktop), Linux (desktop) - **Idiomas admitidos**: inglés - **Países disponibles**: Canadá, Estados Unidos ## Funcionalidades - Acceso móvil - Captura de clientes potenciales - Creación de informes/análisis - Declaraciones de comisión - Gestión de clientes potenciales - Gestión de comisiones - Gestión de contactos - Gestión de documentos - Gestión de políticas - Gestión de pólizas de seguros - Gestión de seguros - Gestión del pipeline de ventas - Métricas de rendimiento - Panel de actividades - Para el sector de los seguros ## Integraciones (en total: 7) - ClientCircle - Ease - Employee Navigator - Five9 - Intulse - Microsoft Outlook - Zapier ## Opciones de asistencia - E-mail/Help Desk - Preguntas frecuentes/foro - Base de conocimientos - Asistencia telefónica - Chat ## Categoría - [Software de seguros](https://www.capterra.es/directory/20035/insurance-agency/software) ## Categorías relacionadas - [Software de seguros](https://www.capterra.es/directory/20035/insurance-agency/software) - [Software de gestión empresarial](https://www.capterra.es/directory/30532/business-management/software) - [Programa CRM](https://www.capterra.es/directory/2/customer-relationship-management/software) - [Programas de cálculo de comisiones](https://www.capterra.es/directory/30200/commission/software) - [Software de seguimiento comercial](https://www.capterra.es/directory/32744/sales-tracking/software) ## Alternativas 1. [monday.com](https://www.capterra.es/software/147657/monday-com) — 4.6/5 (5726 reviews) 2. [Salesforce Sales Cloud](https://www.capterra.es/software/61368/salesforce) — 4.4/5 (18768 reviews) 3. [Dynamics 365](https://www.capterra.es/software/157279/dynamics-365) — 4.4/5 (5811 reviews) 4. [Jobber](https://www.capterra.es/software/127994/jobber) — 4.6/5 (1420 reviews) 5. [Odoo](https://www.capterra.es/software/135618/odoo) — 4.2/5 (1294 reviews) ## Opiniones ### "AgencyBloc at KHI Solutions" — 5.0/5 > **Nicole** | *31 de julio de 2019* | Seguros | Valoración de la recomendación: 10.0/10 > > **Puntos a favor**: 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. > > **Desventajas**: 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 de octubre de 2024* | Seguros | Valoración de la recomendación: 10.0/10 > > **Puntos a favor**: Everything is in one place. I do not have to have different software for phones and database, it is all in 1. > > **Desventajas**: That you cannot text pictures to members, and that there is not fax capabilities. ----- ### "Smoking Mirrors" — 1.0/5 > **Michael** | *26 de marzo de 2026* | Seguros | Valoración de la recomendación: 0.0/10 > > **Puntos a favor**: It is inexpensive and has some texting and email functionality. It has some but limited integration with Employee Navigator. > > **Desventajas**: 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 de agosto de 2023* | Seguros | Valoración de la recomendación: 10.0/10 > > **Puntos a favor**: 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\! > > **Desventajas**: 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 \[sensitive content hidden\] , 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 de octubre de 2022* | Seguros | Valoración de la recomendación: 10.0/10 > > **Puntos a favor**: How easily it was set up and the training that came with it > > **Desventajas**: 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. ----- Página: 1 de 6\ Siguiente: [Página siguiente](https://www.capterra.es/software/105829/agencybloc-for-health-life-insurance?page=2) ## Enlaces - [Ver en Capterra](https://www.capterra.es/software/105829/agencybloc-for-health-life-insurance) ## Esta página se encuentra disponible en los siguientes idiomas | Local | URL | | de | | | de-AT | | | de-CH | | | en | | | en-AE | | | en-AU | | | en-CA | | | en-GB | | | en-IE | | | en-IL | | | en-IN | | | en-NZ | | | en-SG | | | en-ZA | | | es | | | es-AR | | | es-CL | | | es-CO | | | es-CR | | | es-DO | | | es-EC | | | es-MX | | | es-PA | | | es-PE | | | fr | | | fr-BE | | | fr-CA | | | fr-LU | | | it | | ----- ## Datos estructurados