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

How ABC Insurance Services smoothly and effectively migrated their large database of clients and 20,000+ prospects over to AgencyBloc

ABC Insurance Services, Inc.

How Advantage Insurance Group uses AMS+ and Commissions+ solutions to 4X their book of business, grow in-force policies by 83%, streamline operations, and save $36K+ annually through automation and tool consolidation

Advantage Insurance Group

Benjamin M.

Advantage Insurance Group

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 The Davies Agency grew 300%, streamlined compliance, and saved time and money by switching from spreadsheets to AgencyBloc’s AMS+ and Commissions+

Davies Agency

Kellie G.

Davies Agency, Inc.

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 Hilb Group Medicare uses AgencyBloc’s AMS+, Commissions+, and data management tools to centralize operations, drive 10X business growth, increase carrier contracts by 600%, and expand their agent base from 15 to over 130 LOAs

Hilb Group Medicare

Emily H.

Hilb Group Medicare

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

How HTA Insurance Services uses AgencyBloc’s AMS+, Commissions+, and client communication tools to transform their business model, drive 35X revenue growth, uncover $22,000+ in missing commissions, and stay on track to help 75,000 people by 2027

HTA Insurance Services

Tracy R.

HTA Insurance Services

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 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

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 National Insurance Markets, Inc. uses AgencyBloc to centralize their data and save time during AEP

National Insurance Markets

Matt G.

National Insurance Markets

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 The Reliable Consulting Group used AgencyBloc to 5X policy saturation, drive 20% annual growth, recover 10% in missing commissions, and maintain 99% client retention — all while streamlining operations and scaling toward a General Agency

Reliable Consulting Group

Dee M.

Reliable Consulting Group

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 Sun Coast Legacy Advisors uses AgencyBloc’s AMS+ and Commissions+ solutions to cut $80K in costs, grow 15% year-overyear, boost referrals, and scale statewide

Sun Coast Legacy Advisors

Bill G.

Sun Coast Legacy Advisors

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 Transition Health Benefits grew their book of business by 60%, streamlined commission processing, and empowered 200+ new agents by switching from File Maker Pro to AgencyBloc’s Commissions+

Transition Health Benefits

Amanda M.

Transition Health Benefits

How William Avon Financial uses AgencyBloc to help drive profitability and significantly increase efficiency

William Avon Financial

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