AgencyBloc
50 Case Studies
A AgencyBloc Case Study
Northwest Farmer-Stockman Inc. (NFS), a small insurance agency serving rural America, struggled with an outdated, paper‑based process that forced staff to print and mail client documents to 24 agents nationwide—often taking up to a week and producing stale or missing information. Without a centralized CRM or agency management system, internal communication was inefficient, costs rose, and agent support and growth were limited.
NFS implemented AgencyBloc, a CRM built for the health and life insurance industry that required little customization and lower upfront costs than alternatives. The system gave agents remote access, automated workflows (renewals, anniversaries, birthdays), and secure paperless communication. Within a year NFS reclaimed 40 hours and over $3,000 per month in time/cost savings, improved agent recruiting and satisfaction, and projects a 30% increase in its agent base.
Chris G.