Case Study: Sonic Insurance doubles its agent force and boosts its bottom line 100% with AgencyBloc

How Sonic Insurance was able to double their agent force and increase their bottom line 100% in a year with AgencyBloc

Sonic Insurance, a full-service agency founded by Chris and Melissa Harvey in Ponte Vedra Beach, FL, struggled with an inefficient CRM. Their previous system, Velocify, didn’t support commissions processing, forcing them to track carrier statements in Excel and paper files, and lacked intuitive, automated tools to scale operations and free up time for growth.

After evaluating multiple industry-specific AMS options, they implemented AgencyBloc for its clean interface and strong automation—particularly the Automated Commission module and Automated Workflows. The change saved about 10 hours per month in commission tracking, helped double their agent count and increase their bottom line 100% in one year, boosted Chris’s productivity by 20% and returned 30% of Melissa’s time to policy management and back-office work, while workflows improved compliance and event tracking during OE/AEP.

Sonic Insurance

Melissa Harvey

Founder