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Blog An Insurance Agent's Guide to Group Health Plans Learn what to know about group health plans to better serve your clients — and find the right tools to grow and retain your book of business.
Case Study Coordinated Benefits Company Learn more about how Coordinated Benefits Company uses AgencyBloc to be more efficient and save time and money.
Case Study Cerva, Browning, Quinn, & Co. See how Cerva, Browning, Quinn, & Co. (CBQ) has seen significant time and money savings by utilizing AgencyBloc's Commissions+ solution.
Case Study Brystra Insurance Services Brystra Insurance Services shares their experience of migrating to AgencyBloc in 2016 and where they are now six years later with AgencyBloc's industry-specific agency management system. They discuss how they've evolved and how they use AgencyBloc's continuously growing system to manage their needs and achieve their goals.
Expert Series Post-Pandemic Employee Benefit Design with Marcie Strouse We had the opportunity to interview Marcie Strouse, Partner and Benefits Consultant + Insurance Advisor at Capitol Benefits Group, on what's changed in the world of employee benefits since the start of the pandemic.
Case Study CSNW Benefits Learn how CSNW Benefits leverages AgencyBloc's tools like Sales Pipeline, Automated Workflow, and AgencyBloc's Commission+ solution to save time and streamline their processes.
Case Study GRA Benefits Group Learn how AgencyBloc's industry-specific CRM helps GRA Benefits Group save 50 hours a month and $11,000 a year with workflow automation.
Case Study Business Benefits, Inc. Learn how AgencyBloc's industry-specific CRM helped Business Benefits, Inc. save 40 hours and $4,000 a month.
Case Study F.A.R.E. Healthcare Learn 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.
Case Study Morrison Insurance Services Learn how AgencyBloc helps Morrison Insurance Services save 30% of their time on internal communication.
Case Study Montgomery & Graham Learn how AgencyBloc has saved Montgomery & Graham's account management team 30 hours and $750 per person per project by simplifying their data entry and update via the import tool.
Case Study D&S Agency By utilizing AgencyBloc's carrier statement import tool, D&S AgencyBloc has gained back 250 hours every year resulting in a savings of $4,000.