AgencyBloc
50 Case Studies
A AgencyBloc Case Study
Group Benefits, Ltd. (GBL), the largest general insurance agency in Iowa with 59 employees and 2,500 affiliated agents serving 3,000 employee groups and 60,000 individuals, was hampered by a fragmented homegrown system. Different departments used separate databases, which made internal communication difficult, prevented effective tracking of custom sales-cycle data, and made commissions processing time-consuming and labor-intensive.
AgencyBloc migrated and consolidated GBL’s disparate data into a single system with custom fields and an automated Commissions Processing module (including carrier mapping). The result: unified access for departments and agents, better visibility into new business and cross-sell opportunities, and faster, less costly commission runs—now processed twice a month instead of once, saving thousands of dollars and two days of monthly labor.