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

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 is an independently owned Northeast Ohio insurance agency that grew from group and worksite benefits into Medicare and individual markets. As the agency scaled, its mix of spreadsheets and an ill-fitting CRM forced duplicate records and manual workarounds, and by the time they reached 100 in‑force policies it became clear those systems couldn’t support further growth.

RCG implemented AgencyBloc, hired an admin to migrate and clean their data, and adopted Commission+ to reconcile carrier and upline payments. The platform streamlined operations, enabled focused sales and service, and helped the agency achieve 5X policy saturation, 20% year‑over‑year growth, 99% client retention, recovery of over 10% in missing commissions, and scalable capacity as they move toward becoming a General Agency.

Reliable Consulting Group

Dee M.

Reliable Consulting Group