Case Study: Montgomery & Graham achieves streamlined commissions and deeper revenue analysis with AgencyBloc

Montgomery & Graham - Customer Case Study

Montgomery & Graham, a 1997-founded agency specializing in group business, employee benefits and commercial insurance, struggled with an on-premise Microsoft Dynamics setup that required in-office or VPN access and couldn’t handle their complex commission splits. To compensate they ran Q Commissions alongside Dynamics, forcing constant manual imports, creating reporting lag and incomplete data, while heavy customizations hindered workflow and scalability.

Switching to cloud-based AgencyBloc consolidated CRM and commission processing into one system, enabled deeper revenue analysis with custom reports and streamlined data upkeep via an import utility. After two years they saved ~30 hours and $750 per person per project, improved tracking of group renewals and sales by account manager and month, and used the insights to shift focus to larger group opportunities and better-informed strategic planning.

Montgomery & Graham