Client Quick Facts:
Parks Insurance, Inc.:
# of employees: 9
# of agents: 100+
Previously using: GBS
- Medicare Plans
- Health & Life Insurance
- Prescription Drug Plans
- Cut their time processing commissions by 75%
- Reduced time spent on commission statement imports from 2 full days to only 1 hour each month
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About The Company
Parks Insurance, Inc. is a locally owned South Dakota agency that provides independent insurance agents and consumers access to companies and coverage in the Midwest. In addition, they manage Southwestern Health & Life, a similar but smaller agency located in Arizona. Both specialize in senior insurance products.
In mid-2017, Parks Insurance began transitioning to GBS from another CRM, The Office Manager (TOM). They were running both TOM and GBS simultaneously with a go-live GBS date set for January 2018. When the news hit in December 2017 that AgencyBloc had acquired GBS, Parks Insurance needed to know what would come next. Since they knew GBS would eventually be sunsetted, they wanted to act fast to get both of their companies up-and-running at full capacity in AgencyBloc.
A week after the acquisition announcement, Parks Insurance signed up for a free trial with AgencyBloc. What ultimately convinced them AgencyBloc was the right solution was the promise of exceptional customer service. AgencyBloc made the transition seamless, allowing Parks Insurance to have both companies up and running in about a month.
“Having our hand forced to find a new system turned out to be a blessing in disguise,” Sandy of Parks Insurance noted. They described the transition to AgencyBloc from GBS as a “night and day difference.” Four months into using AgencyBloc, they’ve found the ease of use to be “much more streamlined” than GBS. On the commissions processing side, they’ve been able to cut their time by 75% and have gone from spending 2 full days on statement imports to only 1 hour each month. They were especially excited AgencyBloc could handle larger commission imports and that they were automatically populated in the system. One month, Parks Insurance needed to import over 9,000 policies from one carrier into the system. After the import, 97% of the policies linked automatically leaving only 3%, all of which were new business, to be quickly linked. They have found the overall organization of records an important feature, as well. Before, when an agent called in with a question, they would have to hang up, dig to find the correct file, and then call them back. Now, they’re able to bring up the file and answer questions immediately since everything is in one centralized, organized location. They’re looking forward to beginning to track their commission payments so they can find any potential missed payments from carriers.