Case Study: The Shields Agency achieves 25% YOY growth and recovers 10% in missing commissions with AgencyBloc

How they leverage AgencyBloc’s tools like Sales Pipeline, Automated Workflow, and the Commission Module to save time and grow their business

The Shields Agency is a Texas-based boutique insurance agency (4 employees/agents) specializing in individual insurance, small business benefits, Medicare, and life. They needed a CRM with reliable commissions processing but found their prior vendor (NextAgency) lacked a functional commissions system, forcing a $30,000 build-out and parallel spreadsheets that left data messy and unreliable.

Switching to AgencyBloc gave them commissions processing, Sales Pipeline, Automated Workflow, reporting, and dedicated onboarding/support. As a result they recovered 10% of their bottom line in missing commissions, cut commission-import time by 90%, improved data integrity, and achieved 25% year‑over‑year growth.

The Shields Agency

Leslie S.

The Shields Agency