AgencyBloc vs Agency Revolution: Retention in 2027

TL;DR: AgencyBloc and Agency Revolution are not interchangeable. AgencyBloc is an agency management system, the system of record for policies, commissions and quoting, and its platform page says it is "Built for Health, Medicare & Benefits Agents Specifically." Agency Revolution is a marketing layer. Its home page says the product is used "After Your AMS," so it adds client communication and websites on top of a system you already run. Choose by the part of retention that is breaking. If records and commissions are the problem, evaluate AgencyBloc. If clients are drifting because outreach is thin, evaluate Agency Revolution. The two compete only in marketing, where AgencyBloc's Engage+ overlaps with Agency Revolution's Fuse and Forge, so compare those directly. Neither vendor publishes a price, so every cost figure you act on has to come from a written quote.

How we evaluated

This comparison uses public pages only. We reviewed AgencyBloc's platform, pricing and AI information pages, Agency Revolution's home page, and trade coverage of retention and of Agency Revolution's membership in the Big I's council. We did not use a demo, a sales call or a trial account, so nothing here describes how either product performs in daily use. Where a vendor makes a claim, we say so and note what we could not confirm.

Pricing checked October 19, 2026: neither vendor publishes a price figure. AgencyBloc's pricing page says pricing is available by request, and Agency Revolution's site lists no prices or pricing tiers. This article therefore prints no price for either product, and the quote checklist later in the piece shows what to request in writing.

Two limits apply throughout. AgencyBloc's compliance statements are vendor claims until you see an audit report. The retention benchmarks come from 2020 and 2026 data, so they set a direction rather than a current industry average.

What the retention benchmarks say

Published retention figures disagree because they measure different things: some average across agencies, some take the median of policies, and some count client accounts. The table keeps those measures apart.

Sources: Liberty Mutual's 2026 Independent Agency Growth Study as reported by Digital Insurance; Vertafore's August 2020 release; ThinkAdvisor's December 2020 report on Vertafore research.

The most current benchmark is the Liberty Mutual figure. According to Digital Insurance, the 2026 study found that average agency retention sits near 84%, and that 18% of agencies reported retention gains of 5% or more over the past year. Most agencies, in other words, are not moving retention much in a single year, and that is the gap either product has to close.

The older Vertafore figures point the same way. According to Vertafore, average client retention across 3,700 agencies is 83%, and the company says that a steady 3% retention gain could lift revenue up to 15% after five years. That 15% is a modeled projection from the vendor, not a measured result for any agency, so treat it as a question to test rather than a forecast. According to ThinkAdvisor, Vertafore's analysis of 3,700 agencies and more than 150 million policies puts median policy retention among independent agencies at 82%.

What the gap means on a book

The arithmetic below is ours, not a sourced figure. It applies the benchmark rates to two book sizes and assumes each rate applies to one year.

Our arithmetic from the 82% and 84% benchmarks above. The 90% column is a hypothetical target, not a published figure.

On a 1,000-policy book, moving from 82% to 90% keeps 80 more policies a year. That is the scale of problem a retention product has to solve, and it is the reason to measure your own rate before you compare vendors. Your renewal data gives you a number no benchmark can.

Who AgencyBloc is for

AgencyBloc sells a system of record first. Its platform page describes AMS+ as an agency management system covering CRM, policy tracking, compliance management, automation and agent management. Its listed features include electronic compliance management, online appointment scheduling, automated lead routing and task tracking. The same page narrows the audience: the platform is "Built for Health, Medicare & Benefits Agents Specifically," and it maps health, Medicare and life agencies to AMS+, Commissions+ and Engage+, with group-benefits and independent agents on the full suite.

AgencyBloc's AI information page describes a broader audience. It says the platform is "Primarily designed for the insurance industry" and serves independent agents and agencies, along with general agencies, IMOs and FMOs. The two pages disagree on audience, so the platform page is the one to test in a demo.

The retention fit is operational. Commissions+ lists carrier-specific commission import mapping, customizable payout structures, identification of missed or inaccurate commission payments, and commissions auditing. If clients leave because a policy lapsed unnoticed or a commission split never reconciled, that is a systems problem before it is a marketing problem. For other systems of record to weigh against it, see our AgencyBloc alternatives roundup.

The pages we reviewed do not name property and casualty lines as a focus. An agency whose book is mainly auto, home and commercial should confirm line coverage in a demo rather than infer it from the marketing.

Who Agency Revolution is for

Agency Revolution sells marketing and websites, not policy administration. Its home page lists Fuse, which it describes as marketing automation with a "true AMS integration" that connects to your book of business. It also lists Forge, a website platform for agencies, and a Marketing + Websites bundle. Add-ons include business texting, reputation management, local listings and social media. A Growth Analyzer projects growth, retention and revenue in three steps, and an all-in-one dashboard covers client communications, website form submissions and marketing measurement.

The company is explicit about its place in the stack. Its home page frames the platform as one used "After Your AMS," which assumes an agency already runs one. That is the main reason it cannot replace AgencyBloc. According to Independent Agent, Agency Revolution became a company partner of the Big I's Agents Council for Technology in March 2021, and the announcement describes the company as having delivered training and technology to agencies for more than 20 years.

Agency Revolution fits when the retention gap is communication: clients are not hearing from you between renewals, reviews are thin, or the website does not capture leads. Renewal outreach is usually the step to name first. If renewal outreach is the step that breaks, test whether US Tech Automations and its agentic workflows can trigger a renewal message from your AMS data, then run the same client list through Fuse so you can compare the two on your own results. The home page shows logos for several major AMS platforms, but AgencyBloc is not among them, and the page does not say what each connection does.

Set a baseline before you buy, so you can tell whether a campaign moved retention rather than trusting a product's own growth projections. Our Agency Revolution retention comparison is a useful second read.

How they compare

Sources: AgencyBloc's platform, pricing and AI information pages, and Agency Revolution's home page, all reviewed October 19, 2026. "Not published" means no such statement appeared on those pages.

The core difference is structural. AgencyBloc is the system, and Agency Revolution is the layer on top. They meet in one place. AgencyBloc's Engage+ includes agent websites, a digital content library, email marketing and social media tools for health insurance, which overlap with Forge and Fuse. That is the one area where a buyer really has to choose between them, and the choice should come from running the same campaign through each, not from reading feature lists. On marketing, the two are close. On systems, they are not comparable.

Pros and cons

AgencyBloc

Pros:

• One stated platform covers CRM, policy tracking, compliance, commissions and agent management, according to its platform page.

• Commissions+ addresses the reconciliation step directly, with carrier import mapping and detection of missed or inaccurate payments.

• AMS+ is sold in named tiers (Grow, Accelerate, Elevate), so you can ask in writing what each tier includes.

Cons:

• Its stated focus is health, Medicare and benefits, and its two pages describe the audience differently.

• Packages scale with activity. Commissions+ is based on transaction volume and Quote+ on groups quoted, so the bill tracks your volume.

• Agency websites are an additional cost, and the pricing page says they are separate from AMS+ package pricing.

• The SOC 2 Type II claim has no published report, auditor or audit scope behind it on the pages we reviewed.

Agency Revolution

Pros:

• It works on top of an AMS you already run, so it does not require moving your records.

• It covers outbound communication: texting, reputation management, local listings, social media, websites and a growth projection tool.

• It has an industry affiliation, a company partnership with the Big I's Agents Council for Technology, that AgencyBloc's pages do not show.

Cons:

• It is not an AMS, so it cannot fix a commission reconciliation or records problem.

• Pricing is not published, and the home page lists no tiers to compare.

• No security certification appears on the home page, so you must request security documentation.

• Its integration list is logos only, and it does not confirm how deep any connection goes.

What switching actually costs

Switching is where the two diverge most. Moving to AgencyBloc moves your system of record: client and policy data, commission history, carrier mappings and user accounts, with every user retrained on new screens and reports. Adding Agency Revolution is lighter in data terms because it connects to the AMS you already run, but it still needs integration setup, campaign design and someone who owns client messages.

Commission reconciliation is where a migration hides the most work, because every carrier statement has to match the migrated book. If that step breaks first, US Tech Automations' agentic workflows are a separate option to test. The question to ask is whether they can match carrier statements against the book before a person does, and whether that runs beside the system you keep. If you are weighing other systems before the cutover, our Applied Epic vs AgencyBloc comparison covers another option.

The timeline is set by your data, not by the install. We found no independent benchmark for how long either migration takes an insurance agency, and the migration guidance we found comes from vendors with a product to sell. A book with clean records and consistent carrier codes moves faster than one with duplicate clients and manual commission splits. Treat "how long" as a question to put to each vendor in writing, not a number to take from this article.

Ask for each item in writing. Neither vendor's pages publish a figure for any of them.

Two drivers move the number for both products: book size and user count. Because AgencyBloc packages scale with volume, a quote is comparable to Agency Revolution's bundle only if both are written against the same volume assumptions.

Verdict

They are close only in marketing. If you must replace your system of record, AgencyBloc is the one to evaluate, and it fits most directly where your book is health, Medicare or benefits. If your book is property and casualty, confirm line coverage in a demo before anything else. If you already run an AMS that works and your problem is client communication, Agency Revolution is the one to evaluate, because it is designed to sit on top of that system.

Pick the other one if you have the opposite problem. An agency that needs a replacement system should not buy Agency Revolution expecting it to replace the AMS. An agency content with its AMS should not buy AgencyBloc to get marketing tools it can evaluate separately. If you need both, settle which product owns client email before you request a quote, because two systems sending to one client list is a conflict you can design out before you buy. When a partner asks for a retention figure, cite the Liberty Mutual 84% with its 2026 date rather than either vendor's claim.

FAQs

Is Agency Revolution a replacement for AgencyBloc?

No. Agency Revolution sells marketing automation and websites, and its home page frames the product as one used "After Your AMS," which assumes an agency management system is already in place.

Does AgencyBloc publish its prices?

Not on the pages we reviewed. Its pricing page says pricing is available by request and names tiers and volume bases without listing amounts, so ask for a written quote that states its volume assumptions.

Which retention benchmark should I cite?

Cite the Liberty Mutual figure of about 84% average agency retention from its 2026 study. The Vertafore figures of 83% and 82% are from 2020, so present them as older context.

Can Agency Revolution work with AgencyBloc?

That is not confirmed. Agency Revolution's home page shows AMS logos, but AgencyBloc does not appear among them, so ask both vendors for the specific connection and what it syncs before you rely on it.

Has AgencyBloc's SOC 2 claim been verified?

Not by us. Its AI information page states SOC 2 Type II compliance, but we found no published report, auditor or audit scope, so request the report and its scope under NDA before you rely on it.

Key Takeaways

• Neither AgencyBloc nor Agency Revolution publishes a price, so every cost figure must come from a written quote.

• AgencyBloc is a system of record; Agency Revolution is a marketing layer that assumes an AMS is already in place.

• Average agency retention is about 84%, and only 18% of agencies reported retention gains of 5% or more.

• Choose by the step that breaks first: records and commissions point to AgencyBloc, and client communication points to Agency Revolution.

• Before comparing quotes, get the volume basis, the migration timeline and the security report in writing.

US Tech Automations offers a workflow layer that can sit beside either product; more is on our home page.