
AgencyBloc
Zoho CRM
SmartOffice
HubSpot
Copper
Simple office software for independent Medicare, life and final-expense agents. Track call-backs, carrier recerts, licenses and contracts in one place, built around how you already work. Flat monthly fee, no per-user charge.

AgencyBloc
Zoho CRM
SmartOffice
HubSpot
Copper
Insurance agent website platform

Which is more popular?
Website, pricing, platforms and company facts side by side.
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| Website | strongsideformation.com | agentmethods.com |
| Pricing | ||
| Company | Startup from the United States · 1 - 9 employees | — |
| Listed in |
What each product offers, as listed by its team.


Possible disadvantages
How often each product is chosen within a category, 0–100% relative to the other.


As answered by people managing Strongside Formation and AgentMethods.
Strongside Formation's answer
It's built around how a small agency already works instead of making you learn a big CRM. Call-backs, carrier recerts, licenses, contracts and side projects all live in one simple app. You pay a flat monthly fee with no per-user charge.
Strongside Formation's answer
Most agency software is made for bigger offices with staff and a long setup. Formation is for the one- or two-person shop. You add only the pieces you need, pay for each one as it's built, and can stop anytime and keep what's built.
Strongside Formation's answer
Independent Medicare, life and final-expense agents, especially small and rural agencies where clients still get a real person on the phone.
Strongside Formation's answer
I built the first version for my dad, an independent agent in a rural part of Southeastern U.S.. His call-backs lived on sticky notes and his recert dates lived in his head. Formation grew out of fixing that for him, and now we build it for other family agencies like his.
Share your experience with using Strongside Formation and AgentMethods. For example, how are they different and which one is better?
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Grow Better With HubSpot: Software that's powerful, not overpowering. Seamlessly connect your data, teams, and customers on one CRM platform that grows with your business.
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Copper (formerly ProsperWorks) is easy-to-use customer relationship management for small businesses. Capture contacts and sales leads direct from Gmail with our simple CRM.
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