Case Study: Illiana Insurance Agency, Ltd. achieves major efficiency and automated commissions with AgencyBloc

Illiana Insurance Agency, Ltd. - Customer Case Study

Illiana Insurance Agency, Ltd. is a small, independent Illinois agency serving the senior market since 1979 and specializing in Medicare (Med Supp, MA, Part D), annuities, and life insurance. Relying on Microsoft Access, their three-person office with eight agents faced manual commission entry, poor policy tracking, inconsistent reporting, frequent compatibility problems after system upgrades, and limited developer support.

Referred to AgencyBloc, Illiana implemented the platform with help from AgencyBloc’s Client Success Team to automate commission processing, policy tracking, and reporting while gaining cloud-based access and a dedicated support specialist. Three years later the agency scans commission statements and policies to auto-populate records, has significantly improved efficiency and productivity, and no longer worries about upgrade compatibility or remote access.

Illiana Insurance Agency, Ltd.