Case Study: Insurance Marketing Group/Senior Security Benefits achieves streamlined 7,000+ agent management and automated lead follow-up with AgencyBloc

How Insurance Marketing Group/Senior Security Benefits is able to manage their 7,000+ agents with AgencyBloc

Insurance Marketing Group/Senior Security Benefits (IMG/SSB) is an IMO/FMO based in Fort Worth that grew from a health insurance marketing firm into a telemarketing operation, contracting over 7,000 field agents plus eight in-house agents. They were managing agents with Excel spreadsheets and Outlook, which made it difficult to track contact history, agent activity, sales, and lead performance, and they needed a system that could handle thousands of agents and integrate with their auto-dialer.

IMG/SSB implemented AgencyBloc for its granular agent-level tracking and auto-dialer integration, allowing leads to flow automatically into the system with tasks and follow-ups assigned and full activity histories attached to agents and policies. After two years they report much greater efficiency, more personalized and timely communication, less manual data entry, and simpler management of their 7,000+ agents.

Insurance Marketing Group/Senior Security Benefits