Case Study: National Insurance Markets, Inc. achieves 95% time savings on AEP administrative tasks with AgencyBloc

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

National Insurance Markets, Inc. (NIM) is a Pittsburgh-based independent general agency founded in 1979 that supports agents with Medicare, employee benefits, annuities, individual/family and life insurance. With a small internal team and 200+ downline agencies, NIM was hampered by an antiquated GBS system that ran on a Windows 95 machine, lacked CRM access and integrations, and prevented efficient capture and management of agent and application data—especially during the high-volume AEP period.

NIM onboarded AgencyBloc’s AMS+ in June 2023 to centralize data, add commissions tools, and enable integrations like ConnectureDRX. By automating the transfer of thousands of AEP applications into AMS+ and creating a trusted central database, they eliminated most manual entry, reported a 95% reduction in administrative time during AEP, and gained scalable workflows to better serve and retain their downline agents.

National Insurance Markets

Matt G.

National Insurance Markets