Case Study | Davenport & Associates The Result AgencyBloc’s commissions processing is a huge time-saver for Davenport & Associates. Regarding the initial commissions setup in AgencyBloc, they remarked, “Once it’s done, it’s done!”. For their largest carrier alone, they’ve saved 50% of their time processing commissions. They have found reports in AgencyBloc to be intuitive and simple. They’re making use of automation to track renewals by setting workflows that notify them 120 days out from expiration. This lets them know it’s time to get in touch with the particular client. Overall, they’ve found AgencyBloc to be very user-friendly and they’re excited to expand their knowledge and use of AgencyBloc throughout their agency. Specializes In: • Life • Health • Employee Benefits •

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