AgencyBloc
50 Case Studies
A AgencyBloc Case Study
Pruitt Agency is a 25‑agent, full‑service insurance firm operating in Mississippi, Arkansas, and Kentucky that expanded into life and health products and found its existing tools inadequate. EZLynx didn’t capture key L&H demographics (like Medicare info and policy numbers), made agent management difficult, forced a dedicated staff member and quarterly on‑site audits, and commissions were tracked in cumbersome Excel spreadsheets.
After switching to AgencyBloc — a platform built for life and health agencies with contact‑based records, an integrated Commission Module, and automated workflows — Pruitt Agency gained remote agent management and streamlined operations. Commissions processing time dropped by over 75% (from two weeks per quarter to one day), saving nearly $2,000/month and eliminating on‑site audits (40 hours and $6,000 per quarter), while improving organization and contributing to 10% sales growth last year.
Tammy H.
Pruitt Agency