Case Study: William Avon Financial achieves greater profitability and efficiency with AgencyBloc

How William Avon Financial uses AgencyBloc to help drive profitability and significantly increase efficiency

William Avon Financial is a North Carolina–based independent agency (founded 2007) that serves clients nationally as a full-service IMO, offering financial planning, life and legacy planning, retirement and property & casualty coverage. They had been using ACT! by Sage and Excel spreadsheets but needed better organization, secure cloud access, and reliable tracking and reporting—especially for commissions.

They switched to AgencyBloc with a smooth, well-supported onboarding. AgencyBloc consolidated contacts, notes, activities, policy details and commissions in one cloud system, added activity dashboards, visual reports and automated commission reconciliation (including “missing commission” reports). The result: fewer spreadsheet errors, improved management visibility, greater efficiency and increased profitability.

William Avon Financial