Case Study: Business Benefits, Inc. achieves centralized data and saves 40+ hours per month with AgencyBloc

How AgencyBloc's industry-specific AMS helps Business Benefits, Inc. save 40 hours and $4,000 a month

Business Benefits, Inc. (BBI) is a Massachusetts-based employee benefits agency formed from a 2018 merger that serves companies of 20–250 employees. After six years on Zywave, BBI struggled with difficult uploads, poor data maintenance and search, reliance on paper and spreadsheets, and a separate system for commissions—making reporting and analysis impractical.

BBI moved to AgencyBloc as a single, user-friendly system that ties client records and commissions together. The change centralized historical and current data, enabled robust reporting, and saved the team over 40 hours per month (about $4,000), improving operations and freeing time for revenue analysis and sales strategy.

Business Benefits, Inc.

Doreen Mason

VP of Operations