50 AgencyBloc Case Studies

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

  • 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 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

  • 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 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 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