Case Study: Sams/Hockaday & Associates, Inc. achieves streamlined commissions processing and mobile agent access with AgencyBloc

How Sams/Hockaday & Associates, Inc.'s agents are able to operate much more efficiently and access their information from anywhere

Sams/Hockaday & Associates, founded in 1981 in Decatur, Illinois, is a small agency (3 staff, 10 agents) focused on insurance for the senior market, including Medicare Supplement, Medicare Advantage, life, long-term care, dental, vision and annuities. They were stuck on an outdated Vertafore system that required manual exports and time-consuming commission processing, didn’t give agents access to their books, and lacked easy activity/reminder tools—limiting growth and control over their data and time.

They migrated to AgencyBloc for commissions processing and policy management; although data cleanup was needed prior to import, AgencyBloc guided a successful transition. The web-based system gives agents mobile access to their books, dramatically cut commission-processing time so the bookkeeper can focus on higher-value work, and delivers automatic upgrades and new features (like Email Campaigns paired with Cross-Sell reports) to support growth.

Sams/Hockaday & Associates, Inc.

Jason F.

Sams/Hockaday & Associates, Inc.