Case Study: Altura Benefits achieves better data control and streamlined operations with AgencyBloc

Altura Benefits's experience migrating their data over to AgencyBloc from Vertafore

Altura Benefits, a full-service benefits and financial services agency in Salt Lake City founded in 2005, helps clients with group and individual health, ancillary products, Medicare, life and retirement planning. After nine years on Microsoft Dynamics and a year on Vertafore, the agency struggled with a system that didn’t fit their workflows, was hard to customize, produced inconsistent exportable data, and offered slow, ticket-based support — prompting a search for a better CRM.

They chose AgencyBloc for its intuitive design, feature set, and clear data ownership; migrating took about two months (much of it spent cleaning and manually reconciling data). Eight months in, Altura has fully adopted the platform, automates commission calculations and splits, leverages consistent data for reporting and growth tracking, and reports the switch was well worth the effort.

Altura Benefits

Amy Lifferth

Individual Plans Specialist