Case Study

Health Insurance Store

Health Insurance Store

Pages 1 Pages

Case Study | Health Insurance Store The Result After a year with AgencyBloc, the Health Insurance Store has seen large savings in multiple departments. On the reporting side, Custom Reporting allows them to quickly pull insightful reports for any role. They’ve been able to save 1,000 hours in creating and generating reports resulting in nearly $30,000 of savings every year. Commissions have been significantly simplified, and their time processing commissions has been cut by 75%. By utilizing the Commissions Not Received report, the Health Insurance Store was able to, for the first time ever, file a missing commission claim to all of their carriers. They especially appreciate the automated birthday emails and the ability to track all client and prospect correspondence directl

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