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

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 (formerly Harry Tashjian & Associates) is a Pennsylvania-based agency specializing in Medicare, life, health and P&C. After changing ownership and shifting from a wholesale FMO to a retail agency, HTA found its custom ACT system couldn’t keep up with industry changes, missed critical data and wasn’t built for commissions processing — leaving them looking for an industry-specific, easy-to-use technology partner.

HTA implemented AgencyBloc’s AMS+, Commissions+ and client communication tools to automate workflows, track commissions and streamline client outreach. Since adopting AgencyBloc they’ve grown written policies nearly 5X, increased revenue about 35X, uncovered over $22,000 in missing compensation, expanded from 6 to 40+ employees, and are on track to help 75,000 people by 2027.

HTA Insurance Services

Tracy R.

HTA Insurance Services