Case Study: Health Insurance Shop, Inc. achieves 100% commission-process improvement and 100 hours/month reporting time saved with AgencyBloc

How the Health Insurance Shop, Inc. processes commissions more efficiently and spends less time running reports with the help of AgencyBloc

Health Insurance Shop, Inc., a life and health insurance agency in business since 1982 with seven employees and five agents, struggled with outdated agency management systems that made it hard to track both group and individual business and forced them to manage commissions on spreadsheets. Previous platforms (GBS and Vertafore) were not user-friendly for their mixed lines of business, and running reports was time-consuming and tedious.

After adopting AgencyBloc, the agency gained intuitive tab navigation to view group and individual business in one place and a Commission Module that lets them upload statements, track missing commissions, and catch payment errors. The change streamlined processes (a reported 100% improvement in commission handling), cut reporting time by 70—saving about 100 hours monthly—and reduced costs by roughly $18,000 annually.

Health Insurance Shop, Inc.

Michelle W.

Health Insurance Shop, Inc.