Case Study: D&S Agency achieves 250 hours back and major error reduction with AgencyBloc

How D&S Agency is able to leverage AgencyBloc's carrier statement import tool to gain back 250 hours and save $4,000 every year

D&S Agency is an independently owned employee benefits consulting firm and United Benefit Advisors partner serving clients in Virginia, North Carolina, and West Virginia. They struggled with an antiquated commission system (Commission Tracker) that required manual, line-by-line entry of lengthy carrier statements—sometimes taking over four hours—leading to errors, unwieldy reports, and excessive printing.

D&S switched to AgencyBloc integrated with Employee Navigator, using carrier statement import, policy/contact tracking, customizable reports, and cloud access. The result: far fewer errors, 250 hours regained annually (about $4,000 in manual-entry savings), $30,000 reinvested from commission management efficiencies, reduced printing, and the ability to work from anywhere while expanding future policy tracking.

D&S Agency