Case Study: Senior Connection achieves 75% faster reporting and streamlined AEP with AgencyBloc

How AgencyBloc's industry-specific AMS helps Senior Connection reduce time spent creating and running reports by 75% and gain back $6,000 and 45% of their time spent on customer service during AEP

Senior Connection, a small Medicare agency with eight employees and five agents, was struggling with a homegrown SQL database after the developer left—leaving them unable to update records, track commissions, or produce reliable reports without hours of error-prone Excel work. The lack of maintainability and commission tracking made operations inefficient and kept the agency from adopting the kind of affordable technology larger firms use.

After being introduced to AgencyBloc, Senior Connection implemented its Commission Module, Custom Reporting, and Automated Workflow to manage clients, process commissions, and automate reporting. Within a year they reduced report creation time by 75% (from up to 6 hours to under 2 minutes), reclaimed $6,000 and 45% of customer-service time during AEP, moved toward a paperless office, and finished post-AEP months earlier—freeing staff to focus on growth and service.

Senior Connection

Gina D.

Senior Connection