“Can a vertical AMS/CRM for health & benefits insurance agencies become the operating system for the independent-agent channel by owning commissions, quoting, and now AI?”
AgencyBloc started as custom software built for one Iowa general agency and evolved into a vertical SaaS platform for health, life, senior, and benefits insurance agencies. Since Resurgens' 2021 investment the company has expanded from a core AMS/CRM into a four-product 'Plus Suite' (AMS+, Commissions+, Engage+, Quote+) and layered in AI (AgencyBloc Intelligence) in 2026. It is a workflow/compliance play, not an embedded-finance platform — commissions processing is the closest financial adjacency.
AgencyBloc integrates with Zapier, Microsoft Outlook, Google (Gmail/Calendar), Connecture, Ease, Employee Navigator, Lead Advantage Pro, SunFire and 2 others.
AgencyBloc was founded by Adam Lewis and Cory Schmidt and is founded in 2008, headquartered in Cedar Falls, Iowa, USA.
Get a read on where your own stack stands against AgencyBloc and the rest of its category — what they built versus bought, which providers they use, and where the gaps in your own strategy and competitive set actually are.