AgencyBloc is a solid back-office tool for group benefits agencies. SalesPulse is the right choice for individual life, health, Medicare, and annuity agents who need a full outbound/inbound sales platform with a built-in phone system, AI automation, and real-time lead flow.
Feature Comparison
Feature
SalesPulse
AgencyBloc
Purpose-built for insurance
✓
✓
Individual life & health workflows
✓
Limited
Group benefits management
✗
✓
Built-in phone numbers (A2P verified)
✓
✗
AI voice agents (insurance-trained)
✓
✗
Live inbound call marketplace
CallPulse — $35/call
✗
Insurance lead marketplace
✓
✗
Annuity comparison & proposals
AnnuityPro Suite
✗
Commission & override tracking
✓
✓
Medicare/Final Expense workflows
✓
Basic
Agency management & hierarchy
✓
✓
Recruiting pipeline
✓
✗
Policy management
Basic
✓
Email marketing automation
✓
✓
SMS automation
✓
Limited
Calendar & scheduling
✓
✓
Mobile app
✓
✓
Setup time
Same day
Days–weeks
Amber dot = key insurance differentiator
Pricing Comparison
Plan Tier
SalesPulse
AgencyBloc
Entry
$39/mo (Basic)
~$65/mo (per user)
Mid
$79/mo (Standard)
~$85/mo (per user)
Pro
$129/mo (Premium)
Custom (group plans)
Free trial
30 days, no card
Demo only
Pricing subject to change. Verify current pricing on each product's website.
Pros & Cons
SalesPulse
Pros
✓Built-in A2P-verified phone numbers included
✓CallPulse live inbound calls at $35/call
✓AI voice agents trained on insurance verticals
✓AnnuityPro comparison and proposal tools
✓Stronger outbound sales and recruiting workflows
✓30-day free trial, no credit card required
✓Flat-rate pricing — not per-seat
Cons
✗No group benefits management module
✗Policy management less mature than AgencyBloc
✗Smaller compliance reporting library
AgencyBloc
Pros
✓Strong group benefits and employer group workflows
✓Mature policy lifecycle management
✓Compliance tracking and audit logs
✓Deep commission accounting features
Cons
✗No built-in phone system — requires third-party dialer
✗No live inbound call marketplace
✗No AI voice agents
✗Weak outbound sales automation for individual agents
✗No annuity proposal or comparison tools
✗Per-seat pricing adds up quickly for larger teams
Who Should Use Each?
SP
SalesPulse is best for…
Individual insurance agents focused on life, health, Medicare Advantage, Final Expense, and annuities who need a full sales platform: dialer, AI automation, lead flow, and outbound/inbound calling — all in one place.
Ag
AgencyBloc is best for…
Group benefits agencies that manage employer groups, manage policy documents, and need deep commission accounting and compliance reporting. Agencies where back-office management is the priority over outbound sales.
Frequently Asked Questions
Is AgencyBloc good for individual insurance agents?▾
AgencyBloc is primarily designed for group benefits agencies. Individual agents selling life, health, Medicare, or annuities will find the outbound sales features limited — there's no built-in phone system, no live call marketplace, and no AI automation. SalesPulse was designed specifically for individual market agents.
Does AgencyBloc have a built-in phone system?▾
No. AgencyBloc is a CRM and back-office platform — it doesn't include a phone system or dialer. You'd need to add a separate softphone solution and A2P-register your own numbers. SalesPulse includes A2P-verified phone numbers, a built-in softphone, and CallPulse live inbound calls.
How does SalesPulse pricing compare to AgencyBloc?▾
AgencyBloc charges per user per month, which adds up quickly for agencies. SalesPulse uses flat-rate pricing — the $79 Standard plan covers your entire team. For a 5-agent team, AgencyBloc could run $400+/month; SalesPulse would be $79.
Can SalesPulse handle commission tracking like AgencyBloc?▾
SalesPulse includes commission and override tracking for individual-market agencies. For complex group benefits commission accounting with carrier statement reconciliation, AgencyBloc is more mature. For most individual-market agencies, SalesPulse's commission tools cover 90% of needs.
What is CallPulse and does AgencyBloc have anything similar?▾
CallPulse is SalesPulse's live inbound call marketplace — real insurance buyers are connected to available agents in real time for $35/call, no ad spend required. AgencyBloc has no equivalent feature. It's one of the most unique capabilities in the insurance CRM space.
Ready to switch?
Get SalesPulse free for 30 days. No credit card required. Cancel anytime. Purpose-built for insurance agents from day one.