--- description: Scopri le funzionalità di AgencyBloc AMS+, i dettagli del prodotto, chi utilizza il software e quali sono i prodotti suggeriti. Attraverso le recensioni di utenti verificati potrai capire com’è la user experience, l’assistenza post-vendita e molto altro. image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress title: AgencyBloc AMS+ - Prezzi, recensioni, informazioni - Capterra Italia 2026 --- Breadcrumb: [Home](/) > [Gestionali assicurativi](/directory/20035/insurance-agency/software) > [AgencyBloc AMS+](/software/105829/agencybloc-for-health-life-insurance) # AgencyBloc AMS+ Canonical: https://www.capterra.it/software/105829/agencybloc-for-health-life-insurance Pagina: 1/6\ Avanti: [Pagina successiva](https://www.capterra.it/software/105829/agencybloc-for-health-life-insurance?page=2) > AgencyBloc è un ottimo sistema di gestione consigliato per le agenzie, pensato per le compagnie assicurative che operano nel campo delle polizze vita e sanitarie. > > Conclusione: valutazione di **4.7/5** stelle assegnate da 129 utenti. Miglior punteggio per il parametro **Lo consiglieresti?**. ----- ## Panoramica ### Chi utilizza AgencyBloc AMS+? Compagnie assicurative che trattano polizze vita e sanitarie di ogni tipo, da quelle con una o due persone alle MGA e alle IMO/FMO. ## Statistiche e valutazioni | Parametro | Valutazione | Dettaglio | | **Nel complesso** | **4.7/5** | 129 Recensioni | | Facilità d'uso | 4.7/5 | Sulla base delle recensioni complessive | | Assistenza clienti | 4.9/5 | Sulla base delle recensioni complessive | | Rapporto qualità-prezzo | 4.6/5 | Sulla base delle recensioni complessive | | Funzionalità | 4.5/5 | Sulla base delle recensioni complessive | | Percentuale di raccomandazione | 90% | (9/10 Lo consiglieresti?) | ## Informazioni sul fornitore - **Azienda**: AgencyBloc - **Area geografica**: Cedar Falls, USA - **Anno di fondazione**: 2005 ## Contesto commerciale - **Prezzo di partenza**: 109,00 USD - **Modello tariffario**: (Versione di prova gratuita (free trial)) - **Pubblico target**: Lavoratore autonomo, 2-10, 11-50, 51-200, 201-500, 501-1.000, 1.001-5.000, 5.001-10.000, 10.000+ - **Implementazione e piattaforme**: Cloud, SaaS, Web, Mac (desktop), Windows (desktop), Linux (desktop) - **Lingue supportate**: inglese - **Paesi disponibili**: Canada, Stati Uniti ## Funzionalità - Accesso da dispositivi mobili - Acquisizione di potenziali clienti - Creazione di report/analisi - Estratto delle commissioni - Gestione contatti - Gestione della pipeline di vendita - Gestione delle commissioni - Gestione delle polizze assicurative - Gestione delle polizze assicurative - Gestione di documenti - Gestione di potenziali clienti - Gestione polizze - Parametri prestazionali - Per il settore assicurativo - Quadro della attività ## Integrazioni (7 in totale) - ClientCircle - Ease - Employee Navigator - Five9 - Intulse - Microsoft Outlook - Zapier ## Opzioni di supporto - Email/Help desk - FAQ/Forum - Knowledge Base - Assistenza telefonica - Chat ## Categoria - [Gestionali assicurativi](https://www.capterra.it/directory/20035/insurance-agency/software) ## Categorie correlate - [Gestionali assicurativi](https://www.capterra.it/directory/20035/insurance-agency/software) - [Software gestionali aziendali](https://www.capterra.it/directory/30532/business-management/software) - [Software CRM](https://www.capterra.it/directory/2/customer-relationship-management/software) - [Software per la gestione di commissioni e provvigioni](https://www.capterra.it/directory/30200/commission/software) - [Software di monitoraggio delle vendite](https://www.capterra.it/directory/32744/sales-tracking/software) ## Alternative 1. [monday.com](https://www.capterra.it/software/147657/monday-com) — 4.6/5 (5726 reviews) 2. [Salesforce Sales Cloud](https://www.capterra.it/software/61368/salesforce) — 4.4/5 (18768 reviews) 3. [Dynamics 365](https://www.capterra.it/software/157279/dynamics-365) — 4.4/5 (5811 reviews) 4. [Jobber](https://www.capterra.it/software/127994/jobber) — 4.6/5 (1420 reviews) 5. [Odoo](https://www.capterra.it/software/135618/odoo) — 4.2/5 (1294 reviews) ## Recensioni ### "AgencyBloc at KHI Solutions" — 5.0/5 > **Nicole** | *31 luglio 2019* | Assicurazioni | Tasso di raccomandazione: 10.0/10 > > **Vantaggi**: 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. > > **Inconvenienti**: 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 ottobre 2024* | Assicurazioni | Tasso di raccomandazione: 10.0/10 > > **Vantaggi**: Everything is in one place. I do not have to have different software for phones and database, it is all in 1. > > **Inconvenienti**: That you cannot text pictures to members, and that there is not fax capabilities. ----- ### "Smoking Mirrors" — 1.0/5 > **Michael** | *26 marzo 2026* | Assicurazioni | Tasso di raccomandazione: 0.0/10 > > **Vantaggi**: It is inexpensive and has some texting and email functionality. It has some but limited integration with Employee Navigator. > > **Inconvenienti**: 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 agosto 2023* | Assicurazioni | Tasso di raccomandazione: 10.0/10 > > **Vantaggi**: 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\! > > **Inconvenienti**: 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 ottobre 2022* | Assicurazioni | Tasso di raccomandazione: 10.0/10 > > **Vantaggi**: How easily it was set up and the training that came with it > > **Inconvenienti**: 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. ----- Pagina: 1/6\ Avanti: [Pagina successiva](https://www.capterra.it/software/105829/agencybloc-for-health-life-insurance?page=2) ## Link - [Visualizza su Capterra](https://www.capterra.it/software/105829/agencybloc-for-health-life-insurance) ## Questa pagina è disponibile nelle seguenti lingue | Lingua | 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 | | ----- ## Dati strutturati