Case Study: Comfort Insurance & Finances achieves $5,000/month in commission savings and 50+ hours/month back managing agents with AgencyBloc

Comfort Insurance & Finances - Customer Case Study

Comfort Insurance & Finances is a Miami-based, family-owned agency serving the Spanish-speaking community with health, life, Medicare, and P&C products. With 9 employees and about 50 agents, they were managing everything on paper and Excel, which made commissions processing take two weeks each month, created widespread duplicates and errors, and made it nearly impossible to efficiently manage agents or trust their data.

They moved to AgencyBloc’s industry-specific, cloud CRM for a central, easy-to-use system with strong support and features like commission import maps, rate tables, payee schedules, Activities, and the Agents tab. As a result they save $5,000 a month on commissions processing, recovered 100% of missing payments, gained 50+ hours a month managing agents, and cut overall time spent by over 50% while achieving clean, reliable records and better agent accountability.

Comfort Insurance & Finances

Alex C.

Comfort Insurance & Finances