Case Study: Davenport & Associates achieves 50% time savings on commissions processing with AgencyBloc

Davenport & Associates - Customer Case Study

Davenport & Associates Insurance is a family‑owned agency in McAllen, Texas (founded 1992) that provides group benefits and benefits consulting across Southern Texas. Using an on‑premise Advisor’s Assistant system that lacked commissions processing, the agency relied on manual Excel spreadsheets and paper carrier statements, which was time‑consuming, error‑prone (including paying commissions they hadn’t received), and produced unusable reporting; the system also couldn’t differentiate group vs. individual business, causing further confusion.

Moving to AgencyBloc gave them integrated commissions processing tied to their book of business, the ability to upload carrier statements, cloud access for work outside the office, and an intuitive interface. The change significantly reduced workload—saving about 50% of commissions processing time for their largest carrier—made reporting and automation usable (they now run renewal workflows that notify them 120 days out), and overall improved accuracy and efficiency.

Davenport & Associates