Case Study: Hovis & Associates achieves 25–40 hours/week saved and $35,000 recovered with AgencyBloc

How Hovis & Associates uses Sales Pipeline, Automated Workflow, and the Commission Module to create notable time and money savings

Hovis & Associates is a seven-person, family-run Medicare agency in Festus, Missouri that shifted away from group business and found their legacy AMS (Gen4) and commission tools poorly suited to individual and Medicare workflows. They were forced to manage agents and clients in the same system, run parallel spreadsheets for complex payout structures, perform time‑consuming manual commission checks, and confront compliance concerns when their prior vendor wouldn’t provide a BAA.

Switching to AgencyBloc, Hovis implemented Sales Pipeline, Automated Workflow, and the Commission Module to centralize data and automate processes. The changes saved 25–40 hours per week, delivered about $60K/year in efficiencies from pipeline/workflows, reduced commission processing time by 75% (≈$50K/year), uncovered $35K in missing commissions, and increased returned and signed agent attestations by 250%, while improving visibility for hiring and carrier negotiations.

Hovis & Associates

Heather H.

Hovis & Associates