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

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, a Brookfield, WI-based general agency/field marketing office specializing in Medicare, ACA and small group insurance, supports 550+ agents across 35+ states. After decades using an on‑premise File Maker Pro system, they were stuck with manual commission calculations, one‑computer access, no documentation or support, and time‑consuming individual statement emails — a bottleneck that limited growth and made training new commission staff difficult.

They moved to AgencyBloc’s Commissions+, leveraging payee schedules, rate tables, mapping, an agent statement portal, and ongoing support and training. The switch cut commission upload time from about a week to 1–2 days, reduced administrative workload (commissions now take ~40% of prior time), and helped drive a 60% growth in their book of business with 200+ additional agents.

Transition Health Benefits

Amanda M.

Transition Health Benefits