AgencyBloc
50 Case Studies
A AgencyBloc Case Study
Hilb Group Medicare is a Richmond-based Field Marketing Office specializing in Medicare, ancillary products, hospital indemnity, and annuities. After decades of growth they were managing all client and agent data in spreadsheets, which became increasingly messy and unsustainable as they expanded and entered a technology transition.
They adopted AgencyBloc’s AMS+, Commissions+, and data management tools to centralize operations, streamline agent contracting, and bring commissions processing in‑house. With dedicated support and product collaboration, Hilb scaled from 15 to over 130 agents, increased carrier contracts by 600%, and grew revenue 10X while successfully navigating mergers, acquisitions, and ongoing expansion.
Emily H.
Hilb Group Medicare