AgencyBloc
50 Case Studies
A AgencyBloc Case Study
JTS Financial is a full-service insurance agency founded in 1998 in Little Rock that serves large and small groups, school districts, worksite benefits, individual health, life, disability, and P&C. They struggled with a painfully manual commissions process—spending nearly the entire month reconciling statements, calculating splits, and distributing agent statements (even working nights and weekends) and found their previous system, Zywave, too limiting for the price.
JTS switched to AgencyBloc for its robust commissions processing, customer support, and scalable pricing, completing the transition within weeks. The new system cut commission-processing time by almost 75% (recovering over 90 hours per month), saved about $33,000 annually, and enabled JTS to expand CRM use across its companies to find missed commissions, project revenues, and better compare expected vs. actual payments.