AgencyBloc B2B Case Studies & Customer Successes

AgencyBloc is the #1 Recommended Insurance Industry Growth Platform that serves the health, senior, and benefits industry with a suite of solutions that can be strategically utilized to support the operational and growth needs of independent insurance agencies, GAs, IMO/FMOs, call centers, and carriers.

Case Studies

Showing 50 AgencyBloc Customer Success Stories

ABC Insurance Services, Inc. achieves a smooth CRM migration and accurate commission tracking with AgencyBloc

ABC Insurance Services, Inc.

Advantage Insurance Group achieves 4X book growth and $36K+ annual savings with AgencyBloc

Advantage Insurance Group

Benjamin M.

Advantage Insurance Group

Agent Equity Group achieves 75% faster commissions processing, $50K+ annual savings and 40% book growth with AgencyBloc

Agent Equity Group

Brian P.

Agent Equity Group

Altura Benefits achieves better data control and streamlined operations with AgencyBloc

Altura Benefits

Amy Lifferth

Individual Plans Specialist

Boomer Benefits achieves 95% faster commissions processing and 50% faster reporting with AgencyBloc

Boomer Benefits

David K.

Boomer Benefits

Brystra Insurance Services achieves profitability and efficiency with AgencyBloc

Brystra Insurance Services

David Bryant

Brystra Insurance Services.

Business Benefits, Inc. achieves centralized data and saves 40+ hours per month with AgencyBloc

Business Benefits, Inc.

Doreen Mason

VP of Operations

Cerva, Browning, Quinn, & Co. (CBQ) achieves 85% less time processing commissions and $9,000 annual savings with AgencyBloc’s Commission Module

Cerva, Browning, Quinn, & Co. (CBQ)

Kaddyne L.

Cerva, Browning, Quinn, & Co. (CBQ)

Comfort Insurance & Finances achieves $5,000/month in commission savings and 50+ hours/month back managing agents with AgencyBloc

Comfort Insurance & Finances

Alex C.

Comfort Insurance & Finances

Coordinated Benefits Company achieves 50% faster commission processing, 10 hours/week saved, and $20,000 in employee-time savings with AgencyBloc

Coordinated Benefits Company

Jim Patrician

Coordinated Benefits Company

CSNW Benefits achieves 20% productivity gains and $8,500 annual savings with AgencyBloc

CSNW Benefits

Jennifer B.

CSNW Benefits

D&S Agency achieves 250 hours back and major error reduction with AgencyBloc

D&S Agency

Davenport & Associates achieves 50% time savings on commissions processing with AgencyBloc

Davenport & Associates

Davies Agency achieves 300% growth and streamlined compliance with AgencyBloc's AMS+ and Commissions+

Davies Agency

Kellie G.

Davies Agency, Inc.

Earn It Agent achieves a 50% reduction in client churn with AgencyBloc

Earn It Agent

Mark W.

Earn It Agent

F.A.R.E. (Fair and Reasonable Employee) Healthcare achieves 85% faster commissions processing and 90% less time locating records with AgencyBloc

Fair and Reasonable Employee (FARE)

Mollie D.

Fair and Reasonable Employee (FARE)

Foy Benefits achieves 66% faster commission processing and $6,000/year in employee time savings with AgencyBloc

Foy Benefits

GRA Benefits Group achieves centralized workflows and saves 50 hours/month with AgencyBloc

GRA Benefits Group

Mike R.

GRA Benefits Group

Group Benefits, Ltd. achieves streamlined operations and faster commissions processing with AgencyBloc

Group Benefits, Ltd.

Harvey Insurance Group doubles its agent force and boosts bottom line 100% with AgencyBloc

Harvey Insurance Group

Melissa Harvey

Founder

Health Insurance Shop, Inc. achieves 100% commission-process improvement and 100 hours/month reporting time saved with AgencyBloc

Health Insurance Shop, Inc.

Michelle W.

Health Insurance Shop, Inc.

Health Insurance Store saves 1,000 hours and nearly $30,000 annually with AgencyBloc

Health Insurance Store

Hilb Group Medicare achieves 10X revenue growth and 600% increase in carrier contracts with AgencyBloc

Hilb Group Medicare

Emily H.

Hilb Group Medicare

Hovis & Associates achieves 25–40 hours/week saved and $35,000 recovered with AgencyBloc

Hovis & Associates

Heather H.

Hovis & Associates

HTA Insurance Services achieves 35X revenue growth and uncovers $22,000+ in missing commissions with AgencyBloc

HTA Insurance Services

Tracy R.

HTA Insurance Services

Illiana Insurance Agency, Ltd. achieves major efficiency and automated commissions with AgencyBloc

Illiana Insurance Agency, Ltd.

Insurance Advocates achieves efficient, organized workflows and faster client follow-ups with AgencyBloc

Insurance Advocates

Insurance Marketing Group/Senior Security Benefits achieves streamlined 7,000+ agent management and automated lead follow-up with AgencyBloc

Insurance Marketing Group/Senior Security Benefits

InsureOne Benefits achieves streamlined commissions processing and centralized policy tracking with AgencyBloc

InsureOne Benefits

JTS Financial cuts commission processing time by 75% and saves $33,000/year with AgencyBloc

JTS Financial

How the Lewer Companies brought their operations into one platform with AgencyBloc — streamlining workflows, improving data visibility, cutting auditing time by 40%, and delaying the need for new hires while scaling confidently into the future

Lewer Companies

Carrie H.

Lewer Companies

Milz Health Group boosts lead conversion and saves 100+ hours on renewals with AgencyBloc

Milz Health Group

Montgomery & Graham achieves streamlined commissions and deeper revenue analysis with AgencyBloc

Montgomery & Graham

Morgan Benefits Ltd. achieves 70% productivity gains and 75% faster commission processing with AgencyBloc

Morgan Benefits Ltd.

Bill Morgan

President

Morrison Insurance Services achieves 30% time savings and better oversight with AgencyBloc

Morrison Insurance Services

Jim M.

Morrison Insurance Services

National Insurance Markets, Inc. achieves 95% time savings on AEP administrative tasks with AgencyBloc

National Insurance Markets

Matt G.

National Insurance Markets

Next Step Insurance achieves 80% time savings and streamlined group business with AgencyBloc

Next Step Insurance

Sammantha N.

Next Step Insurance

Northwest Farmer-Stockman Inc. achieves 40 hours/month and $3,000+ monthly savings with AgencyBloc

Northwest Farmer-Stockman Inc.

Chris G.

Parks Insurance achieves 75% faster commissions processing and streamlined operations with AgencyBloc

Parks Insurance

Sandy

Parks Insurance

Pruitt Agency achieves 75% faster commission processing, $6,000 quarterly savings and 10% sales growth with AgencyBloc

Pruitt Agency

Tammy H.

Pruitt Agency

Reliable Consulting Group achieves 5X policy saturation, 20% annual growth, and 99% client retention with AgencyBloc

Reliable Consulting Group

Dee M.

Reliable Consulting Group

Sams/Hockaday & Associates, Inc. achieves streamlined commissions processing and mobile agent access with AgencyBloc

Sams/Hockaday & Associates, Inc.

Jason F.

Sams/Hockaday & Associates, Inc.

Saxon Financial Services achieves 40% productivity gain and 22% YOY growth with AgencyBloc

Saxon Financial Services

Matthew Bosse

Senior Account Analyst

Senior Connection achieves 75% faster reporting and streamlined AEP with AgencyBloc

Senior Connection

Gina D.

Senior Connection

Sonic Insurance doubles its agent force and boosts its bottom line 100% with AgencyBloc

Sonic Insurance

Melissa Harvey

Founder

Sun Coast Legacy Advisors achieves 15% year-over-year growth and $80K in cost savings with AgencyBloc AMS+ & Commissions+

Sun Coast Legacy Advisors

Bill G.

Sun Coast Legacy Advisors

The Brokerage, Inc. achieves 58% agent growth and streamlines commission processing with AgencyBloc

The Brokerage, Inc.

Cristin Hopkin-Bishop

Chief Operating Officer

The Shields Agency achieves 25% YOY growth and recovers 10% in missing commissions with AgencyBloc

The Shields Agency

Leslie S.

The Shields Agency

Transition Health Benefits achieves 60% book growth and streamlines commission processing with AgencyBloc

Transition Health Benefits

Amanda M.

Transition Health Benefits

William Avon Financial achieves greater profitability and efficiency with AgencyBloc

William Avon Financial

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