Case Study: InsureOne Benefits achieves streamlined commissions processing and centralized policy tracking with AgencyBloc

InsureOne Benefits - Customer Case Study

InsureOne, an Ohio-based agency founded in 2001 that specializes in individual and family health, Medicare, and life insurance, was struggling with CRM systems that didn't fit their business. GoldMine forced duplicate contacts for multiple policies, and SugarCRM proved costly and slow to customize, lacked a commissions platform, and risked breaking custom work with upgrades—leaving them with a messy database, frustrated staff, and only three weeks left on their contract to find a better solution.

They moved to AgencyBloc for its industry-aware platform, built-in commissions module, and Automated Workflow. In under a month AgencyBloc migrated roughly 250,000 individual records, 75,000 policies, 25,000 attachments, and created over 750,000 workflow activities, delivering a seamless transition for nontechnical staff. The result was centralized policy tracking under single contacts, streamlined commission processing that attracted outside work, and improved client engagement and lead follow-up (including turning-65 outreach).

InsureOne Benefits