41 AgencyBloc Case Studies

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  • How CSNW Benefits leverages AgencyBloc's tools like Sales Pipeline, Automated Workflow, and the Commission Module to save time and streamline their processes

  • How they leverage AgencyBloc’s tools like Sales Pipeline, Automated Workflow, and the Commission Module to save time and grow their business

  • Brystra Insurance Services originally chose AgencyBloc and where they are now, 6 years later

  • 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

  • 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 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's industry-specific CRM helps GRA Benefits Group save 50 hours a month and $11,000 a year with workflow automation

  • 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 AgencyBloc's industry-specific AMS helped Business Benefits, Inc. save 75% of their time processing commissions and boost sales 10% YOY

  • How AgencyBloc's industry-specific AMS helps Business Benefits, Inc. save 40 hours and $4,000 a month

  • How Hovis & Associates uses Sales Pipeline, Automated Workflow, and the Commission Module to create notable time and money savings

  • How Earn It Agent utilizes AgencyBloc and its features to increase client communication, save time locating client information, and cut client churn in half

  • How Coordinated Benefits Company uses AgencyBloc to be more efficient and save time and money

  • How the Health Insurance Shop, Inc. processes commissions more efficiently and spends less time running reports with the help of AgencyBloc

  • How Saxon Financial Services uses both FormFire and AgencyBloc to streamline their quoting process and increase productivity