Case Study: Health Insurance Store saves 1,000 hours and nearly $30,000 annually with AgencyBloc

Health Insurance Store - Customer Case Study

The Health Insurance Store is an FMO in Kissimmee, Florida with 35 employees and 1,000+ independent agents serving the 65+ market (Medicare, ACA, life). While using GBS they struggled with hard-to-create, unhelpful reports, inability to reconcile commissions, poor agent productivity tracking, and weak internal communication and document access—issues that caused frequent handoffs and inefficiency across the organization.

After switching to AgencyBloc and working with a dedicated Client Success Specialist, the firm implemented Dashboard Analytics, Automated Workflows, Activities, and Custom Reporting to centralize communication, track agents, and streamline processes. In one year they saved 1,000 reporting hours (~$30,000/year), cut commission processing time by 75%, filed missing-commission claims to all carriers, automated client touches like birthday emails, retained 90% of business, and saw measurable gains in productivity, growth, and fewer manual errors.

Health Insurance Store