Case Study: F.A.R.E. (Fair and Reasonable Employee) Healthcare achieves 85% faster commissions processing and 90% less time locating records with AgencyBloc

How AgencyBloc helps F.A.R.E. Healthcare save an entire day each week in time spent on commissions, running reports, and updating client files

F.A.R.E. Healthcare is a small employee benefits agency (6 employees, 3 agents) specializing in reference-based pricing for groups of 50+. They were using a generic cloud CRM plus Excel spreadsheets that weren’t connected, which made document management cumbersome, client updates slow, and commissions tracking error-prone and time-consuming.

After vetting several options they chose AgencyBloc and migrated during Open Enrollment. AgencyBloc’s CRM and Commissions Module streamlined processes—commissions processing time dropped by 85%, staff spend 90% less time locating information, agents can view detailed commission statements, missed-commissions were uncovered and corrected, and the firm saves more than a day each week on commissions, reporting, and client file upkeep.

Fair and Reasonable Employee (FARE)

Mollie D.

Fair and Reasonable Employee (FARE)