Case Study: Davies Agency achieves 300% growth and streamlined compliance with AgencyBloc's AMS+ and Commissions+

How The Davies Agency grew 300%, streamlined compliance, and saved time and money by switching from spreadsheets to AgencyBloc’s AMS+ and Commissions+

The Davies Agency, a New York-based general agency specializing in Medicare, individual health and life insurance with four offices, was managing growth with Excel spreadsheets and paper files. As they expanded beyond a small family operation, lack of centralized reporting, manual commission tracking, and increasing compliance requirements created operational bottlenecks and risk — prompting the search for a modern agency management solution.

By adopting AgencyBloc’s AMS+ and Commissions+, Davies replaced paper workflows with automated SOA distribution, built-in VoIP phone recording, and robust reporting and reconciliation tools. The agency recovered nearly $12,000 in missing commissions, eliminated a third‑party dialer saving $3,000/year and several hours weekly, cut commission processing time dramatically, and gained quick audit access and targeted marketing capabilities. Results include a 300% increase in policies sold, growth from 3 to 15 agents, and measurable time and cost savings that support continued expansion.

Davies Agency

Kellie G.

Davies Agency, Inc.