Case Study: The Brokerage, Inc. achieves 58% agent growth and streamlines commission processing with AgencyBloc

How AgencyBloc's industry-specific CRM helped The Brokerage Inc.'s IMO grow 34% in sales, increase their number of agents by 58%, and uncover over $40,000 in missing compensation

The Brokerage, Inc. (TBI) is a Texas-based national IMO with 55 employees supporting 31,000 agents and specializing in Medicare, health and life products. After using GBS for 15+ years, the 2017 acquisition and sunset of that platform pushed TBI to find a new partner that could handle complex commission splits and multiple downline hierarchies—critical since roughly 80% of their business flows through downlines.

TBI implemented AgencyBloc for its customizable hierarchy capability, commission module, automated workflows and case-management features. Three years later AgencyBloc is core to their operations: TBI reports 58% growth in agents and 34% growth in sales, saves 1–2 hours per day (~$10,000/year) from automated workflows, spends 75% less time processing commissions and saves over $30,000/year in employee time, and has recovered $40,000+ in missing carrier compensation while improving reporting and support for downlines.

The Brokerage, Inc.

Cristin Hopkin-Bishop

Chief Operating Officer