Case Study: GRA Benefits Group achieves centralized workflows and saves 50 hours/month with AgencyBloc

How AgencyBloc's industry-specific CRM helps GRA Benefits Group save 50 hours a month and $11,000 a year with workflow automation

GRA Benefits Group is a 18-employee general agency that provides employee benefits solutions and support to agencies and their clients. After years on Microsoft Dynamics, the firm struggled with an outdated UI, poor attachment and reporting workflows, and no built-in automation—forcing them to rely on manual, time-consuming SharePoint checklists to manage multi-step service processes.

Switching to AgencyBloc for its workflow engine and dashboard analytics let GRA centralize processes and build over 80 Automated Workflows (onboarding, renewals, COBRA, enrollment, carrier-specific processes). Automation saves about 50 hours a month (nearly $11,000/year) and reporting efficiencies save over $2,000/year; documents are easier to manage and HIPAA-compliant, dashboards are customizable, and AgencyBloc’s support is highly responsive—improving organization and operational efficiency across the business.

GRA Benefits Group

Mike R.

GRA Benefits Group