Case Study: Advantage Insurance Group achieves 4X book growth and $36K+ annual savings with AgencyBloc

How Advantage Insurance Group uses AMS+ and Commissions+ solutions to 4X their book of business, grow in-force policies by 83%, streamline operations, and save $36K+ annually through automation and tool consolidation

Advantage Insurance Group, an independent agency in Pottstown, PA founded in 2007, specializes in the senior market—Medicare Supplements, Medicare Advantage, annuities, and life insurance. The agency struggled for years with paper files and sprawling Excel spreadsheets that made finding information and scaling operations difficult, so they sought a digital CRM to centralize and modernize their business.

They adopted AgencyBloc’s AMS+ and Commissions+ (including unlimited storage), migrated all paper records into the system, and rolled out Automated Workflows, Rx Collect, and a consolidated VoIP solution. As a result they’ve grown their book of business 4X, increased in-force policies by 83%, and saved an estimated $30,000 annually in front-office labor plus $6,000 a year in subscription fees, while improving data security and operational efficiency.

Advantage Insurance Group

Benjamin M.

Advantage Insurance Group