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Compare AgencyBloc vs Adaptive Insights

What is better AgencyBloc or Adaptive Insights? A good way to find the correct Business Process Management Software product for your firm is to evaluate the solutions against each other. Here you can compare AgencyBloc and Adaptive Insights and see their features compared in detail to help you select which one is the better product.

Likewise, you can compare their overall ratings, including: overall score (AgencyBloc: 7.7 vs. Adaptive Insights: 8.5) and user satisfaction (AgencyBloc: 100% vs. Adaptive Insights: 100%). Analyze their differences and similarities and find out which one outperforms the other. Moreover, think about your company tomorrow; will your company outgrow the app in the next 3-5 years?

In case you you need to quickly locate the more reliable Business Process Management Software according to our review team we advise you examine these solutions: Wrike, monday.com, Studio Creatio Enterprise.

NOAWARDS
YET

SmartScore™

OUR SCORE 7.7

User Satisfaction

CUSTOMER EXPERIENCE 100%

Pricing

Starting from $59

Pricing Model

Free

Monthly payment

One-time payment

Annual Subscription

Quote-based

List of Features

  • Activity Tracking
  • Business Analysis Tools
  • Commission Management
  • Data Backup
  • Customized Fields
  • Drip Email Marketing
  • Easy-to-Use Dashboard
  • Email Tracking
  • Event Automated Messaging
  • Industry-specific CRM
  • Lead Form Builder
  • Procedure Management
  • Real Time Analytics and Updates
  • Sales Monitoring
  • Two-Factor Authentication
  • Work-flow and Task Automation

Pricing Info

AgencyBloc offers several enterprise pricing options for users to choose from. Give the details a look, and select the best plan for your business.

Agency Management – Plan starts at $59/month

  • $59* per Full User per month
  • $29 per Agent User per month
  • Special tiered pricing begins at 6+ users

Features:

  • Life & Health Insurance specific CRM
  • Real-time Agency & Business Analytics
  • Keep track of activities & assign to-dos.
  • Workflow & Task Automation
  • Email Campaigns ($.02 per-email)
  • Integrated Marketing & Lead Forms
  • Generate book-of-business reports
  • Strategic Industry Integrations
  • Customer Service & Support

Plus Commissions – Plan starts at $158/month

  • $158 for 2 users (minimum) per month
  • $79 per additional user per month
  • $29 per agent per month

Includes everything in Agency Management, PLUS the following:

  • Import Commission Statements
  • Assign multiple payees including hierarchies
  • Track by revenue type
  • Agent Statements (online access available)
  • Uncover Missed Commissions
  • Compare Actual vs Expected Commissions
  • Create calendar year projection
  • Generate commission reports
  • Real-time commission analytics

Languages Supported

English

Chinese

German

Hindi

Japanese

Spanish

French

Russian

Italian

Dutch

Portugese

Polish

Turkish

Swedish

Prominent Clients

United American Financial Inc., Barra & Associates LLC, Integrity Senior Benefit Advisors LLC

Integrations

  • ACAExpress
  • All Web Leads
  • Datalot
  • DataWerx
  • Employee Navigator
  • Five9
  • HPOne
  • Laser App
  • NextGen Leads
  • Norvax-ProspectZone
  • Rocket Referrals

Available Devices

Windows

Linux

Android

iPhone/iPad

Mac

Web-based

Windows Mobile

Company Size

Small Business

Large Enterprises

Medium Business

Freelancers

Available Support

email

phone

live support

training

tickets

General Info

AgencyBloc is an agency management system with CRM, commission processing, marketing and other tools specific for health and life insurance agencies.

Company Email

Contact No.

Company's Address

201 Washington St,
Cedar Falls, IA 50613,
USA

NOAWARDS
YET

SmartScore™

OUR SCORE 8.5

User Satisfaction

CUSTOMER EXPERIENCE 100%

Pricing

by quote

Pricing Model

Free

Monthly payment

One-time payment

Annual Subscription

Quote-based

List of Features

  • Workforce management
  • Revenue management
  • Profitability analysis
  • Financial close
  • Balance sheet and cash flow
  • Capital management
  • Expense management

Pricing Info

Adaptive Insights’ SMB and enterprise pricing information is available only upon request. Contact the company for more information, and ask for your quote.

Languages Supported

English

Chinese

German

Hindi

Japanese

Spanish

French

Russian

Italian

Dutch

Portugese

Polish

Turkish

Swedish

Prominent Clients

Leukemia & Lymphoma society, Tunein, Zagg, ServiceTitan

Integrations

Adaptive Insights integrates with the following systems and applications:

  • Salesforce
  • Sage Intacct
  • NetSuite
  • QuickBooks
  • Workday
  • SAP Oracle

Available Devices

Windows

Linux

Android

iPhone/iPad

Mac

Web-based

Windows Mobile

Company Size

Small Business

Large Enterprises

Medium Business

Freelancers

Available Support

email

phone

live support

training

tickets

General Info

Adaptive Suite is a unified, web-based corporate performance management (CPM) software for budgeting, reporting, and forecasting.

Company Email

sales@adaptiveinsights.com

Contact No.

Company's Address

3350 W. Bayshore Road, Suite 200
Palo Alto, CA 94303
USA

Wrike

Partner

This product is our partner, which means they paid for being featured as one of the suggestions. Our team takes great care to ensure all sugested products are reliable, top-quality solutions.

SmartScore™

OUR SCORE 9.2

User Satisfaction

CUSTOMER EXPERIENCE 100%

Pricing

Starting from $9.80

Pricing Model

Free

Monthly payment

One-time payment

Annual Subscription

Quote-based

List of Features

  • Workload management
  • Real-time newsfeed
  • Task management
  • Free mobile apps
  • Interactive timeline (Gantt chart)
  • Real-time newsfeed
  • Document collaboration
  • Discussions in tasks
  • iPhone and Android apps
  • Task prioritization
  • Customized reports
  • Recurrent tasks
  • Time-tracking

Pricing Info

Wrike Business Process Management Software is being offered in 5 flexible enterprise pricing plans, which are designed to meet the varying needs and specifications of businesses and professionals. A free plan for teams of up to 5 users is also available. Here are the pricing details:

Wrike Free Plan

The Free Package is great for a small teams with up to 5 users, plus an unlimited number of collaborators. Other features include:

  • Managing tasks
  • Discussions in tasks
  • File sharing
  • Real-time activity stream
  • Spreadsheet view
  • iPhone/Android apps
  • Advanced email integration
  • Basic app integrations

Wrike Professional Plan – $9.80/user/month with packages of 5, 10 or 15 users (billed annually).

  • All Free plan features
  • Unlimited number of collaborators
  • Storage space from 5GB
  • Unlimited levels of hierarchy folders
  • Dynamic timeline (Gantt Chart)
  • Subtasks
  • Advanced mass actions with tasks
  • Dashboard with custom widgets and 10 shareable dashboards
  • Workload view
  • Time-tracking
  • Reports
  • Notification center
  • Advanced filters
  • MS Project, Excel, iCal, and RSS integrations

Wrike Business Plan – $24.80/user/month (billed annually)

  • This plan works well for teams with 5-200 users, in need of robust work management with customization and exec reporting.
  • All features from the Professional Plan
  • Custom fields & workflows
  • The ability to track anything related to your work. Customize workflow stages to fit your process.
  • Shared real-time reports with scheduled notifications
  • The powerful and easy-to-use report builder lets you visualize and share project status. Subscribe to scheduled notifications to stay on track with regular report updates and reviews.
  • Report templates
  • Use Templates to create reports in seconds. Edit or build reports from scratch using additional filters and groupings. Select column, bar or table charts.
  • Graphical analytics
  • View compelling charts and graphs about any project, folder or tag, and add them to your dashboard. Compare baseline plans to current status. Include column or bar charts in reports.
  • Resource management
  • Allocate people to tasks and projects, resolve schedule conflicts, and reorganize assignments with just a few clicks.
  • Request forms
  • Requests provide the structure and control you need for work intake so you get the right information from the start.
  • Time tracking
  • Track the time spent on a particular task and create time reports for a group of tasks at any given moment.
  • User groups & permissions
  • Group your team members (e.g. accounting, marketing, design etc.) for easier user management and control while advanced privacy settings allow you to control team activity.
  • Salesforce integration
  • Branded workspace
  • Align the look and feel of your Wrike workspace by replacing the Wrike logo with your own.
  • From 50Gb of storage space

Wrike for Marketers – $34.60/user/month (billed annually)

  • All Business Plan features
  • Proofing & Approval
  • Review & approval of digital images and PDF documents. Get clear and actionable feedback to ensure only the right version makes it out the door.
  • Adobe® Creative Cloud® Extension
  • Keep your designers connected to their work within the tools they love
  • Tailored workspaces

Wrike Enterprise Pricing – by quote (the average price is about $35/user/month)

A flexible plan for enterprises that can support from 5 to thousands of users. This plan is ideal for teams that need customization, reporting, and advanced security. The actual pricing is influenced by factors such a number of seats, type of license (annual or monthly), premium support/implementation etc. Features that come with this plan include storage capacities starting from 100GB and special functions like Custom Calendars, Progress Reports, and Extended Security controls among others. Other features included are:

  • All Professional plan features
  • Storage space from 100GB
  • 20 shareable dashboards
  • Custom fields
  • Custom workflows
  • Critical path
  • Progress reports
  • Custom reports
  • User groups
  • Custom calendars
  • Salesforce
  • Single sign-on
  • Extended security controls
  • Folder permissions
  • Branded workspace and emails.

Languages Supported

English

Chinese

German

Hindi

Japanese

Spanish

French

Russian

Italian

Dutch

Portugese

Polish

Turkish

Swedish

Prominent Clients

Adobe, Google, EA Sports

Integrations

Wrike Business Process Management Software integrates seamlessly with the following applications:

  • Gmail
  • Google Docs
  • IBM
  • DropBox
  • Google Drive
  • Apple Mail
  • Microsoft Outlook
  • Microsoft Excel
  • Microsoft Project
  • Box
  • Slack
  • Salesforce

Available Devices

Windows

Linux

Android

iPhone/iPad

Mac

Web-based

Windows Mobile

Company Size

Small Business

Large Enterprises

Medium Business

Freelancers

Available Support

email

phone

live support

training

tickets

General Info

Designed to automate, measure and optimize any business process, capable of ensuring accurate management, promoting collaboration, simplifying administrative tasks and robust reporting.

Company Email

marketing@team.wrike.com

Contact No.

Company's Address

70 N 2nd Street
San Jose, CA 95113
USA

Product Comparisons

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Comparision

You shouldn’t expect exclusively a broad range of features and adjustable pricing from a credible Business Process Management Software. Almost as significant as main features is a top-notch customer support. You want to make sure that if you have any questions about AgencyBloc or Adaptive Insights, or you face some problems, or maybe you’ll need to ask for a certain update or feature useful to your company you can trust in a responsive and helpful customer support. See whether services such as phone support, tickets or live chat are provided. Additionally, it’s a significant advantage if you can enjoy individual training or at least a knowledge base you can use.

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