Case Study: Coordinated Benefits Company achieves 50% faster commission processing, 10 hours/week saved, and $20,000 in employee-time savings with AgencyBloc

How Coordinated Benefits Company uses AgencyBloc to be more efficient and save time and money

Coordinated Benefits Company, a 10-person employee benefits agency founded in 1983, faced inefficient manual processes and limited CRM functionality after using GBS, Microsoft Dynamics, and Gen4. They needed workflow automation, commission tools that handled multiple coverage types, easier navigation between group and individual business, and more responsive expert support.

By implementing AgencyBloc, they set up 30+ automated workflows, a Sales Pipeline, and commission importing/mapping tools to automate onboarding, renewals, opportunity management, and revenue tracking. The result: a 50% reduction in commission processing time, about 10 hours saved per week in communications, roughly $20,000 saved in employee time, improved data integrity and compliance, and better team visibility to retain clients.

Coordinated Benefits Company

Jim Patrician

Coordinated Benefits Company