Case Study: Harvey Insurance Group doubles its agent force and boosts bottom line 100% with AgencyBloc

Harvey Insurance Group - Customer Case Study

Harvey Insurance Group, Inc., a full-service agency in Ponte Vedra Beach founded by Chris and Melissa Harvey, struggled with an inefficient CRM (Velocify) that lacked commissions processing and automation. The team was forced to print carrier statements and track commissions with Excel and paper, and needed a more intuitive, scalable system to free up time for growth.

They selected AgencyBloc for its clean interface, Automated Commission module, and Automated Workflows. Since switching, they’ve doubled their agent force and increased their bottom line 100%, saved 10 hours per month on manual commission tracking, boosted Chris’s productivity by 20% and reclaimed 30% of Melissa’s time, and streamlined policy alerts and compliance tracking for OE/AEP and other critical events.

Harvey Insurance Group

Melissa Harvey

Founder