Case Study: Saxon Financial Services achieves 40% productivity gain and 22% YOY growth with AgencyBloc

How Saxon Financial Services uses both FormFire and AgencyBloc to streamline their quoting process and increase productivity

Saxon Financial Services, a Cincinnati-based brokerage selling small group, individual, and Medicare plans across several states, set out to expand into the large group market while managing growth and the demands of open enrollment. They needed a centralized way to manage client and policy data, streamline underwriting and enrollment, track sales pipelines and commissions, and reduce time spent on repetitive communications.

By pairing AgencyBloc’s AMS (including the Commission Module and Automated Workflow) with FormFire for underwriting and enrollment, Saxon centralized data, automated communications and tasks, and pre-populated carrier forms. The results: 40% faster prospect/client communications, 60% less time processing commissions, a 22% year-over-year increase in their book of business, and a 32% increase in quoting — allowing faster enrollments and more efficient growth.

Saxon Financial Services

Matthew Bosse

Senior Account Analyst