Case Study | InsureOne Benefits employees that aren’t “super tech-savvy,” they wanted to ensure the transition was smooth and the new system was easy to use. They considered Excel spreadsheets, but with 10,000 contracts and commission processing needs, they found it impossible to effectively track them all. At first, InsureOne thought AgencyBloc was “too good to be true;” but ultimately chose it for the robust commissions module, the availability of automated workflow, and because “AgencyBloc already knew the business.” In addition, they found AgencyBloc’s dedication to regular upgrades and improvements to the system unparalleled. The Result InsureOne needed to be up and running in less than a month. In that time, AgencyBloc was able to migrate their entire book-of-business

Join for free to read