Case Study: Next Step Insurance achieves 80% time savings and streamlined group business with AgencyBloc

How AgencyBloc's industry-specific CRM helps Next Step Insurance manage and track their group business, reduce their time spent inputting and finding information by 80%, and save $4,000 annually on running reports

Next Step Insurance, a Wisconsin-based agency of 8 employees and 7 agents specializing in Medicare, group benefits and medical insurance, wanted to expand into group business but found their CRM, Redtail, unable to manage group policies, enrollments or commission tracking. Client interaction notes became unwieldy and reporting and workflow automation didn’t meet their needs, making operations and commissions processing time-consuming and error-prone.

They moved to AgencyBloc, a system built for life and health agencies, to centralize group information, employees, classifications, documents and policies. Within a year they cut data-entry time by 80%, recovered 80% of the time spent locating information, reduced reporting from about 5 hours a week to minutes (saving roughly $4,000/year), and gained daily dashboard analytics—resulting in smoother commissions processing, faster customer service, and clearer reporting.

Next Step Insurance

Sammantha N.

Next Step Insurance