Case Study: Morgan Benefits Ltd. achieves 70% productivity gains and 75% faster commission processing with AgencyBloc

How Morgan Benefits uses both FormFire and AgencyBloc to streamline their quoting process and increase productivity

Morgan Benefits, a northeast Ohio employee benefits broker founded in 2002, needed to move away from paper-based underwriting and time-consuming manual commission tracking to scale their small- and large-group business and simplify Open Enrollment. Faced with inefficient quoting, enrollment and Excel-based commission processes, the agency sought a more automated, centralized solution.

They adopted FormFire for medical underwriting (using the MHQ and Data Mapping) and AgencyBloc as their agency management system and commission module. As a result, over 60% of the agency uses FormFire daily to quote 90% of small-group business, AgencyBloc boosted productivity by about 70%, commission processing time dropped 75%, and they recovered more than $4,000 in missing compensation—freeing staff to focus on growth and client service.

Morgan Benefits Ltd.

Bill Morgan

President