Case Study

Milz Health Group

Milz Health Group

Pages 1 Pages

Case Study | Milz Health Group The Result After a year and half with AgencyBloc, Milz Health Group has seen a positive correlation between AgencyBloc’s Workflow Feature and their lead conversion rate. They’ve been able to better manage their policies and individuals by running a variety of reports identifying which of their clients had renewed, which hadn’t, and the reasons why (carrier mistake, cancelled, death, etc.). They’re also able to work leads more quickly by having the leads directly dropped into their system from their lead vendor, Medicare Solutions. Their lead distribution efforts have become more efficient and AgencyBloc’s software has saved them up to 6 hours per week every Annual Election Period. Automated Workflow has also allowed them to stay in more efficie

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