List of AgencyBloc CRM Customers
Cedar Falls, 50613, IA,
United States
Since 2010, our global team of researchers has been studying AgencyBloc CRM customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased AgencyBloc CRM for CRM from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using AgencyBloc CRM for CRM include: Hta Insurance Services, a United States based Insurance organisation with 30 employees and revenues of $6.0 million, Hilb Group Medicare United States, a United States based Insurance organisation with 10 employees and revenues of $2.0 million, National Insurance Markets, a United States based Insurance organisation with 10 employees and revenues of $1.0 million and many others.
Contact us if you need a completed and verified list of companies using AgencyBloc CRM, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The AgencyBloc CRM customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Hilb Group Medicare United States | Insurance | 10 | $2M | United States | AgencyBloc | AgencyBloc CRM | CRM | 2013 | n/a |
In 2013, Hilb Group Medicare implemented AgencyBloc CRM as their industry CRM and AMS+ solution to centralize agent, client, and policy data across their Richmond, VA region. The AgencyBloc CRM deployment replaced spreadsheet-based tracking and established a single repository for agent records, client profiles, and policy administration to support day-to-day insurance operations.
The implementation emphasized core AMS+ capabilities, including contact and policy record centralization, agent management workflows, and commission processing readiness. Hilb Group Medicare became a Member of The Bloc in 2013, and AgencyBloc CRM was configured to align membership workflows with sales and policy lifecycle tracking.
In 2021 Hilb Group Medicare brought commissions processing in-house with Commissions+, extending AgencyBloc CRM functionality into financial reconciliation and payout workflows. The company reported outcomes tied to these platform and process changes, including 10x revenue growth and a 600% increase in carrier contracts while scaling its agent base.
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Hta Insurance Services | Insurance | 30 | $6M | United States | AgencyBloc | AgencyBloc CRM | CRM | 2017 | n/a |
In 2017 HTA Insurance Services joined AgencyBloc and implemented AgencyBloc CRM in the Agency Management System category. The initial deployment centralized client and policy records and established AgencyBloc CRM as the primary platform for sales, servicing, and commission workflows across HTA's Pennsylvania operations.
Implementation included AgencyBloc AMS+ for agency management and later adoption of Commissions+ to automate commissions processing and reconciliation. Configuration focused on CRM centralization, workflow automation for policy servicing and lead routing, and commissions automation tied to policy and agent data models, with system rules and data schemas adjusted to support commission calculations and exception handling.
Operational coverage encompassed sales, agent servicing, and commission accounting functions in Pennsylvania, with governance tightened around single-source client records and standardized servicing processes. HTA credits the AgencyBloc implementations with enabling scale, reporting 5x growth in written policies, 35x revenue growth since joining, and recovery of over $22,000 in missing commissions.
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National Insurance Markets | Insurance | 10 | $1M | United States | AgencyBloc | AgencyBloc CRM | CRM | 2023 | n/a |
In 2023 National Insurance Markets implemented AgencyBloc CRM to centralize retail and downline agent data and to support Medicare annual enrollment period operations in Pittsburgh, PA. The rollout began in June 2023 and focused on embedding AgencyBloc CRM capabilities across quoting and enrollment workflows during AEP, the Apps Category "".
The implementation used AgencyBloc's AMS+ CRM configuration to unify agent records, commission and downline tracking, and quoting orchestration, aligning standard CRM workflows with agency management system patterns. AMS+ integration with ConnectureDRX was configured to automate eligibility checks and scope quote-to-enroll transactions, reducing manual data entry in enrollment pathways.
Operational coverage included retail agents and downline producers supporting Medicare AEP in the United States, with business functions impacted including quoting, enrollment processing, agent support, and administrative case management. Integration points were explicitly AgencyBloc AMS+ and ConnectureDRX, creating a data flow for applicant information, quotes, and enrollments that supported faster agent response during peak AEP volumes.
Governance and rollout were executed as a targeted seasonal deployment aligned to AEP timing, with configuration and process adjustments completed prior to peak enrollment windows. The implementation with AgencyBloc CRM and the AMS+ integration with ConnectureDRX delivered an estimated 95% reduction in administrative time for AEP tasks as reported by the agency, primarily through elimination of manual entry and through automated quote and enrollment handoffs.
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Buyer Intent: Companies Evaluating AgencyBloc CRM
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