Case Study: CSNW Benefits achieves 20% productivity gains and $8,500 annual savings with AgencyBloc

How CSNW Benefits leverages AgencyBloc's tools like Sales Pipeline, Automated Workflow, and the Commission Module to save time and streamline their processes

CSNW Benefits is a small, benefits-focused agency serving small-to-mid-sized groups, individuals, and 401(k) clients across Oregon and Washington (11 employees, 3 agents). They struggled with an outdated CRM that few staff used, causing poor data integrity, cumbersome reporting, and manual commission processing in Excel.

After evaluating options, CSNW implemented AgencyBloc for its modern UI, intuitive reporting, commission module, and workflow capabilities. Adoption grew agency-wide, giving them accurate, transparent data, a visual sales pipeline, and automated renewal processes—improving productivity by about 20%, saving one day per week, and $8,500 annually while streamlining commission processing.

CSNW Benefits

Jennifer B.

CSNW Benefits