Case Study: Agent Equity Group achieves 75% faster commissions processing, $50K+ annual savings and 40% book growth with AgencyBloc

How AgencyBloc helped Agent Equity Group save $50,000 annually and grow their book of business by 40%.

Agent Equity Group, a Grand Rapids FMO founded by agents (5 employees, 100+ agents), struggled to adapt a generic Salesforce insurance template to its life and health business. The overlay was geared toward financial services/P&C and lacked a commissions module—building one was quoted at $50K—so the team faced limited functionality and scalability that threatened future growth.

After evaluating 30+ systems, Agent Equity Group chose AgencyBloc for its built-in commissions module, custom fields, robust reporting and automation. The move cut commissions processing time by 75% and reporting time by 50%, saved over $50K annually, supported a 40% growth in the book of business, and enabled automated workflows for onboarding and renewals with projected 10x growth in 12–18 months.

Agent Equity Group

Brian P.

Agent Equity Group