The Story Behind AgencyBloc

2005 - 2008

A Need Was Identified, and AgencyBloc Was Founded

Co-founders Adam Lewis and Cory Schmidt gained exposure to the health and life insurance industry when the web design and strategy company they owned was commissioned for custom work by a large general agency (GA) in Iowa. The GA was looking for a solution to not only effectively manage clients, policies, and downline agencies, but also to cut down on time spent tracking and processing commissions with their complex commission structure.

Through this custom development work, a gap was identified in the health and life insurance software industry and development work on the application that would later become known as AgencyBloc began.

2009 - 2017

Focused on Developing Unique Solutions to Address the Full Industry

After validating our approach for an industry-specific solution like AgencyBloc, we became laser-focused on continuous improvement to the product guided by feedback from our clients and the industry—a product development philosophy we still follow to this day.

By 2017, AgencyBloc was humbled to be serving 40+ new agencies per month and growing rapidly—over 1,000 insurance agencies across the United States now used AgencyBloc to manage clients, policies, commissions, downline agents, and more.

2018

10 Years & The Acquisition of GBS

2018 marked 10 years of AgencyBloc. By then, we had received hundreds of enthusiastic agency testimonials and referrals and were cemented as the #1 Agency Recommended management system in the life and health insurance space. Today, the number of clients referring other agencies to AgencyBloc continues to double, on average, year-over-year.

In 2018, AgencyBloc acquired its first insurtech company, GBS. Founded in 1979, GBS was a pioneer in the insurance software space, and we saw this acquisition as an opportunity to continue to serve the needs of our industry.

Image Caption: AgencyBloc co-founders Adam Lewis & Cory Schmidt being interviewed by NABIP's VP of Communications, Martin Carr, about AgencyBloc's acquisition of GBS. The interview as conducted in AgencyBloc's newly expanded Des Moines, IA office.

AgencyBloc NAHU interview following GBS acquisition

2019 - 2020

The First BlocBuilder

In 2019, we brought to life a way to connect with and nurture our current client base—and a way for them to connect with each other! We hosted BlocBuilder, our first user conference, where we delivered exclusive industry and product education and training. AgencyBloc users across the nation were connecting with each other in person and virtually to share success stories and best practices. The “Member of The Bloc” community emerged as a community of driven insurance professionals using AgencyBloc solutions and services to better their businesses.

2020 brought 20% YoY client growth for AgencyBloc solutions during the COVID-19 pandemic when the need for a trusted SaaS technology partner to help organizations remotely manage their operations and book of business became more clear than ever.

2021

Resurgens Technology Partners Invests in AgencyBloc

By 2021, AgencyBloc was well-known and respected in the life and health insurance software space. For four years, we had organically maintained an average 25% client growth year-over-year and were at a point where we were energized and wanted to do more for our clients and the industry.

In September of 2021, Resurgens Technology Partners, a software-focused private equity firm, announced their strategic investment in AgencyBloc. The investment reinforces our leadership in the market as we bring additional valuable solutions to insurance agencies.

2022

AgencyBloc Acquires FormFire & Radius

In July of 2022, AgencyBloc acquired its second company, FormFire, an industry leader in quoting and enrollment for small-group benefits and medical health questionnaire data collection for carrier underwriting. As a combined team, we got to work on an enhanced offering, Quote+, for life and health benefits brokers where they are now able to compare all types of health insurance offerings, including community rated, medically underwritten, and ancillary, in one central place with more valuable quoting and proposal tools.

Shortly thereafter, AgencyBloc announced its acquisition of Radius, a growing and innovative provider of sales enablement solutions supporting life and health insurance brokers. This acquisition was part of AgencyBloc’s strategic vision and commitment to providing end-to-end solutions to the industry. With our combined expertise, we got to work on a full-featured, scalable AMS with robust sales enablement tools that is now known as AMS+.

2023 - 2024

Introducing the Plus Suite

At AgencyBloc, we’ve remained steadfast in our mission to build technology that empowers the health, benefits, and senior insurance industry. As the market continues to evolve, so do we. That’s why we’ve been focused on expanding a robust, integrated platform of complementary solutions, designed to support the agency growth journey.

The launch of the AgencyBloc Plus Suite marked a major milestone in that journey. Born directly from the voices of our clients, the Plus Suite reflects what agencies truly need to succeed — not just in functionality, but also in strategy.

Since the launch of The Plus Suite, we have delivered over 70% of our clients’ most-requested features, including integrated texting, VoIP, and enhanced compliance tools like SOA, ACA Consent, and ACA Attestations. These updates aren’t just product enhancements; they’re a testament to our commitment to listening to our clients and the industry to deliver meaningful value.

2025

Record Year Fuels Rapid Product Growth

AgencyBloc opened 2025 on the heels of a record-breaking 2024, having supported 7.7 million workflow events and 106 million Commissions+ entries for clients nationwide. We built on that momentum, launching Rx Collect in March to automate Medicare data collection, then Engage+, our all-in-one digital marketing solution, in April. In September, AgencyBloc appointed CEO, Mike Lamb, bringing 30+ years of SaaS and healthcare leadership to guide our next stage of client-focused growth.

That same year, BlocBuilder opened to the entire health and benefits industry for the first time, deepening our role in the industry.

2026

Award Recognition, AI, & a Platform Built on Client Feedback

We opened 2026 by relaunching our AgencyBloc Client Engagement Program, deepening how we gather client input through interviews and hands-on testing. In March, AMS+ was named Cloud CRM Solution of the Year by The Cloud Awards and in April, AgencyBloc was named Bronze Stevie Award® Winner in the 2026 American Business Awards®.

At BlocBuilder 2026 in Fort Lauderdale, we introduced our clients and the audience to AgencyBloc Intelligence — our practical approach to embedding AI capabilities into the tools agencies already use.

Today, AgencyBloc powers growth for thousands of agencies across the health, senior, and benefits insurance industry, with more innovation ahead.

At AgencyBloc, we don't just build software. We are relentless partners in your agency’s growth. Let's transform the way you do business, together.

The AgencyBloc Story