Case Study: JTS Financial cuts commission processing time by 75% and saves $33,000/year with AgencyBloc

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Preview of the JTS Financial Case Study

How JTS Financial's commission team is able to gain over 90 hours back every month, cut commissions processing time by almost 75%, and save nearly $33,000 every year

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.


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