Case Study: ABC Insurance Services, Inc. achieves a smooth CRM migration and accurate commission tracking with AgencyBloc

How ABC Insurance Services smoothly and effectively migrated their large database of clients and 20,000+ prospects over to AgencyBloc

ABC Insurance Services is a 14-person agency specializing in group life, health, disability, dental, vision and 401(k) benefits. After relying on a custom, homegrown CRM that underwent a slow two-year rewrite and failed to meet their needs, the agency needed a modern, reliable system that could handle a large client and prospect database and provide accurate commission tracking.

They selected AgencyBloc after a decisive demo, ran both systems in parallel to validate commission reporting, and completed a full cutover after two months. AgencyBloc helped clean and migrate more than 20,000 prospect records and client data, delivering a smoother, more user-friendly CRM for agents, account managers and office staff and improving control and auditing of commissions.

ABC Insurance Services, Inc.