Case Study: Milz Health Group boosts lead conversion and saves 100+ hours on renewals with AgencyBloc

How Milz Health Group saves over 100 hours every renewal period with AgencyBloc

Milz Health Group is a Milwaukee-based agency serving Wisconsin’s 65+ market with eight agents specializing in Medicare, Med Supp, and ACA. After leaving AgencyBloc for RadiusBob, Milz experienced slow support, limited customization, and inadequate integration options, which prompted them to seek a more flexible, better-supported CRM after a partnership dissolution.

They returned to AgencyBloc for its customizable platform, strong customer support, and integrations (including ACAExpress, Rocket Referrals, and direct lead drops from Medicare Solutions), plus its Automated Workflow. As a result they improved lead conversion, centralized communications, gained clearer reporting on renewals and cancellations, made lead distribution trackable and faster, and saved up to 6 hours per week during AEP and more than 100 hours each renewal period.

Milz Health Group