Case Study: Sun Coast Legacy Advisors achieves 15% year-over-year growth and $80K in cost savings with AgencyBloc AMS+ & Commissions+

How Sun Coast Legacy Advisors uses AgencyBloc’s AMS+ and Commissions+ solutions to cut $80K in costs, grow 15% year-overyear, boost referrals, and scale statewide

Sun Coast Legacy Advisors is a locally owned senior insurance agency specializing in Medicare that has expanded from Northeast Florida to serve the entire state. With 8 agents and 11 employees, they were running a heavily customized Salesforce instance that cost nearly $80K a year to maintain, required a dedicated engineer, and became increasingly burdensome as compliance demands and growth accelerated.

They moved to AgencyBloc’s AMS+ and Commissions+ for an industry-focused, all-in-one AMS with built-in commissions processing and compliance tools. The switch reduced their infrastructure cost by about $80K, made onboarding and daily use easier, and helped them scale — driving 15% year-over-year growth, a 900% jump in Google reviews, 7,000 client emails sent monthly, and a 10% increase in referrals.

Sun Coast Legacy Advisors

Bill G.

Sun Coast Legacy Advisors