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Compare AgencyBloc vs Veruna: pricing, features, pros, cons, and which is right for your business.

AgencyBloc vs Veruna

Updated October 2026 · Insurance Agency Management Systems software comparison

AgencyBloc

AgencyBloc

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AMS + CRM built for life, health and benefits agencies — from $109/user/mo

★ 4.7 129 reviews Free trial from $109.00/user/mo
Veruna

Veruna

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Salesforce-native insurance AMS (now amplo) — modern platform, $250/user/mo plus Salesforce licensing

from $250.00/user/mo

At a Glance

Criteria AgencyBloc Veruna
Overall Rating ★ 4.7
129 reviews
No data
Starting Price $109.00 /user/mo $250.00 /user/mo
Pricing Model Paid Paid
Free Trial ✓ Yes No
Deployment cloud cloud, mobile
Best For Smb, Mid Market Smb, Mid Market

Strengths & Weaknesses

AgencyBloc
Veruna
Pros
✓Purpose-built for life, health, senior/Medicare and group-benefits agencies — the vertical default
✓Salesforce-native architecture — inherits Salesforce CRM, pipeline, and the AppExchange ecosystem in one platform
✓Dedicated Commissions+ engine for reconciliation, hierarchies and missed-commission identification
✓Modern, highly configurable AMS versus click-heavy legacy systems, with real sales-to-service handoff
✓Quote+ handles small-group benefits quoting, census collection and enrollment — workflows P&C systems lack
✓Published price on the Salesforce AppExchange ($250/user/month) — rare transparency in the AMS category
✓Published entry price ($109/user/mo AMS+ "Grow") with a free trial, plus HIPAA/encryption compliance framing
✓Workflow automation, customizable dashboards, and "Insurance Agency Analytics" built on the Salesforce reporting layer
✓Large established user base (6,500+ agencies) and a coherent Plus Suite (AMS, marketing, quoting, commissions)
✓Established vendor (founded 2015, $16M+ raised); fits agencies, carriers, and MGAs already on Salesforce
Cons
✗Full suite adds up — one small-agency owner called Commissions+ "kinda pricey"
✗Requires an underlying Salesforce Platform Cloud license priced separately — a second platform to pay for, administer, and learn
✗Contract and cancellation terms draw complaints: one user reported an $800 charge to cancel and lost data
✗At $250/user/month before Salesforce licensing, well above published-price small-agency systems like NowCerts
✗Commissions+ and Quote+ are quote-only by volume, so the $109 sticker is a starting point, not the whole bill
✗Key insurance integrations (comparative raters, IVANS/AL3 downloads, QuickBooks, e-signature) are not documented by name
✗Built for L&H/benefits — a poor fit for property & casualty agencies
✗The September 2025 rebrand to amplo leaves the go-forward architecture undocumented — confirm whether it is still Salesforce-native
✗May be more suite than a solo agent needing only light record-keeping requires
✗No free trial, and a third-party directory quotes a conflicting $115/month starting figure

Who uses insurance agency software — and what each person does with it

🧑‍💼 Agency principal / owner

Watches book of business, retention and commission by producer and by carrier on one dashboard — sees which lead sources and lines actually make money.

📈 Producer

Works new leads in the pipeline, fires off multi-carrier quotes from the comparative rater, and gets automated follow-up reminders so no quote goes cold.

🗂️ CSR / account manager

Services the book from the AMS — endorsements, COIs, certificates and renewals — with carrier downloads posting policy changes automatically, no re-keying.

👤 Insured / client

Accepts the proposal, e-signs the application, pays, and self-serves ID cards and certificates from a client portal — then gets an automatic renewal and review request.

The flow the software runs end to end: lead captured → comparative quote across carriers → proposal and e-signed application → bind and issue → policy download and servicing → renewal and cross-sell → automatic review request. Each stage hands off to the next without re-keying.

Who Should Choose Which?

Choose AgencyBloc if…
  • Your team fits the smb or mid market profile
  • You want to try before you buy — free trial available
  • Budget matters — AgencyBloc starts $141 cheaper per month
  • Your preferred deployment is cloud
  • Purpose-built for life, health, senior/Medicare and group-benefits agencies — the vertical default
Choose Veruna if…
  • Your team fits the smb or mid market profile
  • Your preferred deployment is cloud or mobile
  • Salesforce-native architecture — inherits Salesforce CRM, pipeline, and the AppExchange ecosystem in one platform

Our Verdict

AgencyBloc
AgencyBloc edges ahead with a higher overall rating (★ 4.7 vs ★ ) .

AgencyBloc targets smb/mid_market businesses with paid pricing starting at $109.00/user/mo. Its strongest selling points include purpose-built for life, health, senior/medicare and group-benefits agencies — the vertical default and dedicated commissions+ engine for reconciliation, hierarchies and missed-commission identification.

Veruna targets smb/mid_market businesses with paid pricing starting at $250.00/user/mo. Its key advantages include salesforce-native architecture — inherits salesforce crm, pipeline, and the appexchange ecosystem in one platform and modern, highly configurable ams versus click-heavy legacy systems, with real sales-to-service handoff.

Both tools are reviewed independently — see the full reviews below to dig into integrations, implementation timelines, and user sentiment.

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