Case Study: Boomer Benefits achieves 95% faster commissions processing and 50% faster reporting with AgencyBloc

Boomer Benefits - Customer Case Study

Boomer Benefits is an award-winning Medicare and ancillary insurance agency (founded 2005; 25 employees, 30 agents) that struggled with inefficiencies from its legacy GBS system: poor linking of family and policy relationships, no carrier/product tracking, unattractive and manual reports, slow commissions processing that took 60+ hours a month, and time-consuming client management.

They moved to AgencyBloc, which unified client and policy information on a single screen, enabled custom reporting, and added a streamlined Commissions Module and automated workflows. As a result, report creation time dropped by 50%, commissions processing time fell nearly 95% (saving over $1,100/month), and workflows reclaimed about four full business days per month while reducing errors and improving overall efficiency.

Boomer Benefits

David K.

Boomer Benefits