Altura Benefits's experience migrating their data over to AgencyBloc from Vertafore
Boomer Benefits - Customer Case Study
How Hovis & Associates uses Sales Pipeline, Automated Workflow, and the Commission Module to create notable time and money savings
How Morgan Benefits uses both FormFire and AgencyBloc to streamline their quoting process and increase productivity
How Cerva, Browning, Quinn, & Co. (CBQ) has seen significant time and money savings by utilizing AgencyBloc's commission module
How the Lewer Companies brought their operations into one platform with AgencyBloc — streamlining workflows, improving data visibility, cutting auditing time by 40%, and delaying the need for new hires while scaling confidently into the future
How The Reliable Consulting Group used AgencyBloc to 5X policy saturation, drive 20% annual growth, recover 10% in missing commissions, and maintain 99% client retention — all while streamlining operations and scaling toward a General Agency
How Advantage Insurance Group uses AMS+ and Commissions+ solutions to 4X their book of business, grow in-force policies by 83%, streamline operations, and save $36K+ annually through automation and tool consolidation
How HTA Insurance Services uses AgencyBloc’s AMS+, Commissions+, and client communication tools to transform their business model, drive 35X revenue growth, uncover $22,000+ in missing commissions, and stay on track to help 75,000 people by 2027
How Sun Coast Legacy Advisors uses AgencyBloc’s AMS+ and Commissions+ solutions to cut $80K in costs, grow 15% year-overyear, boost referrals, and scale statewide
How Hilb Group Medicare uses AgencyBloc’s AMS+, Commissions+, and data management tools to centralize operations, drive 10X business growth, increase carrier contracts by 600%, and expand their agent base from 15 to over 130 LOAs
How Transition Health Benefits grew their book of business by 60%, streamlined commission processing, and empowered 200+ new agents by switching from File Maker Pro to AgencyBloc’s Commissions+
How The Davies Agency grew 300%, streamlined compliance, and saved time and money by switching from spreadsheets to AgencyBloc’s AMS+ and Commissions+
How National Insurance Markets, Inc. uses AgencyBloc to centralize their data and save time during AEP
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