33 AgencyBloc Case Studies

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Read 33 Case Studies from real AgencyBloc users sharing their business challenges and results after using AgencyBloc software.

  • How ABC Insurance Services smoothly and effectively migrated their large database of clients and 20,000+ prospects over to AgencyBloc
  • How AgencyBloc helped Agent Equity Group save $50,000 annually and grow their book of business by 40%.
  • Altura Benefits's experience migrating their data over to AgencyBloc from Vertafore
  • Boomer Benefits - Customer Case Study
  • Brystra Insurance Services - Customer Case Study
  • How AgencyBloc's industry-specific AMS helps Business Benefits, Inc. save 40 hours and $4,000 a month
  • Comfort Insurance & Finances - Customer Case Study
  • How CSNW Benefits leverages AgencyBloc's tools like Sales Pipeline, Automated Workflow, and the Commission Module to save time and streamline their processes
  • How D&S Agency is able to leverage AgencyBloc's carrier statement import tool to gain back 250 hours and save $4,000 every year
  • Davenport & Associates - Customer Case Study
  • How AgencyBloc helps F.A.R.E. Healthcare save an entire day each week in time spent on commissions, running reports, and updating client files
  • Foy Benefits - Customer Case Study
  • How AgencyBloc's industry-specific CRM helps GRA Benefits Group save 50 hours a month and $11,000 a year with workflow automation
  • How Group Benefits, Ltd. is now able to compete with competitors' and carriers' time frames for commissions processing
  • Harvey Insurance Group - Customer Case Study
  • Health Insurance Store - Customer Case Study
  • Illiana Insurance Agency, Ltd. - Customer Case Study
  • How Insurance Advocates uses AgencyBloc to create an efficient and understandable workflow amongst their team
  • How Insurance Marketing Group/Senior Security Benefits is able to manage their 7,000+ agents with AgencyBloc
  • InsureOne Benefits - Customer Case Study
  • How JTS Financial's commission team is able to gain over 90 hours back every month, cut commissions processing time by almost 75%, and save nearly $33,000 every year
  • How Milz Health Group saves over 100 hours every renewal period with AgencyBloc
  • Montgomery & Graham - Customer Case Study
  • How AgencyBloc helps Morrison Insurance Services save 30% of their time on internal communication
  • How AgencyBloc's industry-specific CRM helps Next Step Insurance manage and track their group business, reduce their time spent inputting and finding information by 80%, and save $4,000 annually on running reports
  • How AgencyBloc helps Northwest Farmer-Stockman Inc. save 40 hours and over $3,000 dollars a month in time on agent calls, locating information, printing, and mailing documentation
  • Parks Insurance - Customer Case Study
  • How AgencyBloc's industry-specific AMS helped Business Benefits, Inc. save 75% of their time processing commissions and boost sales 10% YOY
  • How Sams/Hockaday & Associates, Inc.'s agents are able to operate much more efficiently and access their information from anywhere
  • How AgencyBloc's industry-specific AMS helps Senior Connection reduce time spent creating and running reports by 75% and gain back $6,000 and 45% of their time spent on customer service during AEP
  • How Sonic Insurance was able to double their agent force and increase their bottom line 100% in a year with AgencyBloc
  • How AgencyBloc's industry-specific CRM helped The Brokerage Inc.'s IMO grow 34% in sales, increase their number of agents by 58%, and uncover over $40,000 in missing compensation
  • How William Avon Financial uses AgencyBloc to help drive profitability and significantly increase efficiency

About AgencyBloc

AgencyBloc helps life and health insurance agencies grow their business by organizing and automating their operations using a combination of an industry-specific CRM, commissions processing, and integrated marketing automation. AgencyBloc was created to fill a gap between web-based customer relationship management (CRM) offerings, and expensive, client-based agency management systems.

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