Case Study: Cerva, Browning, Quinn, & Co. (CBQ) achieves 85% less time processing commissions and $9,000 annual savings with AgencyBloc’s Commission Module

How Cerva, Browning, Quinn, & Co. (CBQ) has seen significant time and money savings by utilizing AgencyBloc's commission module

Cerva, Browning, Quinn & Co. (CBQ) is a 12‑person firm specializing in group benefits that had relied on Zywave/BrokerageBuilder for years but grew frustrated with its rigid feature packaging, clunky UI, and lack of maintenance. On the commissions side they couldn’t import carrier statements or track splits, forcing manual, line‑by‑line entry and heavy Excel work that consumed significant time and resources.

CBQ switched to AgencyBloc for its industry focus, customization, unified interface, and pricing; the Commission Module lets them import statements, track splits, and run the reports they need. As a result they now process commissions in about two days instead of two weeks, spend 85% less time on commissions, save roughly $9,000 annually in employee time, and report 100% confidence in their data while expanding use of AgencyBloc’s pipeline and workflow features.

Cerva, Browning, Quinn, & Co. (CBQ)

Kaddyne L.

Cerva, Browning, Quinn, & Co. (CBQ)