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Visit WebsiteHow ABC Insurance Services smoothly and effectively migrated their large database of clients and 20,000+ prospects over to AgencyBloc
ABC Insurance Services, Inc.
AgencyBloc
AgencyBloc is the #1 Recommended Insurance Industry Growth Platform serving the health, benefits, and senior insurance space. Our suite of insurance-specific solutions can help your independent insurance agency, GA, IMO/FMO, or call center remain compliant and accelerate growth.
Case Studies
Showing 41 AgencyBloc Customer Success Stories
How AgencyBloc helped Agent Equity Group save $50,000 annually and grow their book of business by 40%.
Agent Equity Group
Brian P.
Agent Equity Group
Altura Benefits's experience migrating their data over to AgencyBloc from Vertafore
Altura Benefits
Amy Lifferth
Individual Plans Specialist
Boomer Benefits - Customer Case Study
Boomer Benefits
David K.
Boomer Benefits
Brystra Insurance Services originally chose AgencyBloc and where they are now, 6 years later
Brystra Insurance Services
David Bryant
Brystra Insurance Services.
How AgencyBloc's industry-specific AMS helps Business Benefits, Inc. save 40 hours and $4,000 a month
Business Benefits, Inc.
Doreen Mason
VP of Operations
How Cerva, Browning, Quinn, & Co. (CBQ) has seen significant time and money savings by utilizing AgencyBloc's commission module
Cerva, Browning, Quinn, & Co. (CBQ)
Kaddyne L.
Cerva, Browning, Quinn, & Co. (CBQ)
Comfort Insurance & Finances - Customer Case Study
Comfort Insurance & Finances
Alex C.
Comfort Insurance & Finances
How Coordinated Benefits Company uses AgencyBloc to be more efficient and save time and money
Coordinated Benefits Company
Jim Patrician
Coordinated Benefits Company
How CSNW Benefits leverages AgencyBloc's tools like Sales Pipeline, Automated Workflow, and the Commission Module to save time and streamline their processes
CSNW Benefits
Jennifer B.
CSNW Benefits
How D&S Agency is able to leverage AgencyBloc's carrier statement import tool to gain back 250 hours and save $4,000 every year
D&S Agency
Davenport & Associates - Customer Case Study
Davenport & Associates
How Earn It Agent utilizes AgencyBloc and its features to increase client communication, save time locating client information, and cut client churn in half
Earn It Agent
Mark W.
Earn It Agent
How AgencyBloc helps F.A.R.E. Healthcare save an entire day each week in time spent on commissions, running reports, and updating client files
Fair and Reasonable Employee (FARE)
Mollie D.
Fair and Reasonable Employee (FARE)
Foy Benefits - Customer Case Study
Foy Benefits
How AgencyBloc's industry-specific CRM helps GRA Benefits Group save 50 hours a month and $11,000 a year with workflow automation
GRA Benefits Group
Mike R.
GRA Benefits Group
How Group Benefits, Ltd. is now able to compete with competitors' and carriers' time frames for commissions processing
Group Benefits, Ltd.
Harvey Insurance Group - Customer Case Study
Harvey Insurance Group
Melissa Harvey
Founder
How the Health Insurance Shop, Inc. processes commissions more efficiently and spends less time running reports with the help of AgencyBloc
Health Insurance Shop, Inc.
Michelle W.
Health Insurance Shop, Inc.
Health Insurance Store - Customer Case Study
Health Insurance Store
How Hovis & Associates uses Sales Pipeline, Automated Workflow, and the Commission Module to create notable time and money savings
Hovis & Associates
Heather H.
Hovis & Associates
Illiana Insurance Agency, Ltd. - Customer Case Study
Illiana Insurance Agency, Ltd.
How Insurance Advocates uses AgencyBloc to create an efficient and understandable workflow amongst their team
Insurance Advocates
How Insurance Marketing Group/Senior Security Benefits is able to manage their 7,000+ agents with AgencyBloc
Insurance Marketing Group/Senior Security Benefits
InsureOne Benefits - Customer Case Study
InsureOne Benefits
How JTS Financial's commission team is able to gain over 90 hours back every month, cut commissions processing time by almost 75%, and save nearly $33,000 every year
JTS Financial
How Milz Health Group saves over 100 hours every renewal period with AgencyBloc
Milz Health Group
Montgomery & Graham - Customer Case Study
Montgomery & Graham
How Morgan Benefits uses both FormFire and AgencyBloc to streamline their quoting process and increase productivity
Morgan Benefits Ltd.
Bill Morgan
President
How AgencyBloc helps Morrison Insurance Services save 30% of their time on internal communication
Morrison Insurance Services
Jim M.
Morrison Insurance Services
How AgencyBloc's industry-specific CRM helps Next Step Insurance manage and track their group business, reduce their time spent inputting and finding information by 80%, and save $4,000 annually on running reports
Next Step Insurance
Sammantha N.
Next Step Insurance
How AgencyBloc helps Northwest Farmer-Stockman Inc. save 40 hours and over $3,000 dollars a month in time on agent calls, locating information, printing, and mailing documentation
Northwest Farmer-Stockman Inc.
Chris G.
Parks Insurance - Customer Case Study
Parks Insurance
Sandy
Parks Insurance
How AgencyBloc's industry-specific AMS helped Business Benefits, Inc. save 75% of their time processing commissions and boost sales 10% YOY
Pruitt Agency
Tammy H.
Pruitt Agency
How Sams/Hockaday & Associates, Inc.'s agents are able to operate much more efficiently and access their information from anywhere
Sams/Hockaday & Associates, Inc.
Jason F.
Sams/Hockaday & Associates, Inc.
How Saxon Financial Services uses both FormFire and AgencyBloc to streamline their quoting process and increase productivity
Saxon Financial Services
Matthew Bosse
Senior Account Analyst
How AgencyBloc's industry-specific AMS helps Senior Connection reduce time spent creating and running reports by 75% and gain back $6,000 and 45% of their time spent on customer service during AEP
Senior Connection
Gina D.
Senior Connection
How Sonic Insurance was able to double their agent force and increase their bottom line 100% in a year with AgencyBloc
Sonic Insurance
Melissa Harvey
Founder
How AgencyBloc's industry-specific CRM helped The Brokerage Inc.'s IMO grow 34% in sales, increase their number of agents by 58%, and uncover over $40,000 in missing compensation
The Brokerage, Inc.
Cristin Hopkin-Bishop
Chief Operating Officer
How they leverage AgencyBloc’s tools like Sales Pipeline, Automated Workflow, and the Commission Module to save time and grow their business
The Shields Agency
Leslie S.
The Shields Agency
How William Avon Financial uses AgencyBloc to help drive profitability and significantly increase efficiency
William Avon Financial
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