Case Study: Earn It Agent achieves a 50% reduction in client churn with AgencyBloc

How Earn It Agent utilizes AgencyBloc and its features to increase client communication, save time locating client information, and cut client churn in half

Earn It Agent is a Utah-based life and health insurance agency licensed in 13 states that focuses on individual, Medicare, and small-group business. As the agency grew, managing records with spreadsheets and paper files became inefficient — they struggled to search records, access data remotely, organize information, and perform meaningful analysis.

After evaluating options, Earn It Agent selected AgencyBloc for its industry-specific features and strong user reviews. With AgencyBloc they cut time spent locating information by 75%, doubled client communications, saved $5,000 in employee time during enrollment, and reduced client churn by half — freeing staff to sell more and uncover a larger-than-expected Medicare book of business.

Earn It Agent

Mark W.

Earn It Agent