Case Study: Morrison Insurance Services achieves 30% time savings and better oversight with AgencyBloc

How AgencyBloc helps Morrison Insurance Services save 30% of their time on internal communication

Morrison Insurance Services, a 13-employee San Diego firm specializing in employee benefits for small to mid-size groups, had relied on ACT for 18 years but found it stagnant and increasingly requires “band-aid” customizations. They wanted a purpose-built, low-maintenance platform for the health and benefits industry that could handle their legacy data without costly ongoing customization.

They selected AgencyBloc for its industry focus, client-funded model, and proven data migration support instead of a heavily customized Salesforce build. After one year they report better company oversight through activity tracking, team assignments that ensure task completion, and cloud access that cuts internal communication time by as much as 30%, while agents arrive better prepared for client meetings and the firm benefits from ongoing platform enhancements.

Morrison Insurance Services

Jim M.

Morrison Insurance Services