Client Interview | Altura Benefits About The Company AB: Where are you located? AL: Salt Lake City, UT AB: When did Altura Benefits start? AL: Craig started Altura Benefits in 2005 after creating and growing his employee benefits, insurance, and financial services career for 10 years. AB: Who do you serve? AL: We are a full-service agency providing a variety of services including group and individual life and health, ancillary benefits, Medicare, and retirement planning. The Problem AB: Why were you seeking out a CRM? AL: We weren’t completely happy with our existing solution, and it didn’t fit the needs of our agency. AB: Did you use a CRM before AgencyBloc? AL: For 9 years we used Microsoft Dynamics CRM, but we felt that it didn’t fit our specific needs and it was too difficult to

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