Case Study: Brystra Insurance Services achieves profitability and efficiency with AgencyBloc

Brystra Insurance Services originally chose AgencyBloc and where they are now, 6 years later

Brystra Insurance Services, a California- and New York–based agency specializing in employee benefits with a small core team and 150+ agents, needed a professional, scalable system that combined CRM and commissions, gave agents controlled access to their books, and came with responsive support. Prior solutions (Salesforce, Zoho, Vertafore, Gen4) proved too costly per user, visually overwhelming, or difficult to work with, so Brystra sought an easy-to-use platform that could grow with them.

AgencyBloc provided a single platform with tiered agent pricing, combined CRM and commission processing, strong onboarding support, and automation tools. The agency centralized data and commission transparency, added renewal reminders, and streamlined workflows—saving about 10% of employee time (~$5,000/year) plus ~$9,000/year by eliminating a Salesforce contract. Over six years Brystra refined processes, grew ~12x, maintains a 97% client retention rate, and continues adopting AgencyBloc enhancements to boost efficiency.

Brystra Insurance Services

David Bryant

Brystra Insurance Services.