Agent Equity Achieves Significant Growth & Savings with AgencyBloc
June 27 2024 - 3:07PM
AgencyBloc, the #1 recommended provider of insurance growth
enablement solutions catering to the health, senior, and benefits
industries, is proud to announce that Agent Equity Group (Agent
Equity), a Michigan-based insurance field marketing organization
(FMO), has achieved unprecedented growth and savings since using
AMS+.
Every organization is faced with the challenge of growth, and
one of the factors that impacts growth is operational efficiency.
Agent Equity faced similar challenges and needed a solution that
was purpose-built for the industry and would position them to scale
appropriately. Since the company’s migration from Salesforce to
AgencyBloc’s AMS+ platform six years ago, Agent Equity has achieved
over $50K in efficiency gains annually and a consistent 40 percent
growth trajectory year-over-year.
“The results we achieved with AMS+ far exceeded our
expectations,” said Brian Platte, president and founder at Agent
Equity. “Having everything natively built in the platform and the
robustness of functionality has enabled us to implement programs
that we couldn’t do with other systems and positioned us to scale
the company nationally.”
AgencyBloc’s AMS+, part of the Plus Suite, is an
all-encompassing, industry-specific sales and servicing agency
management system designed to help general agencies, independent
agents, and insurance and field marketing organizations (IMO/FMO)
increase sales, improve client retention, and stay compliant.
“We are very excited about the new features being introduced in
the platform,” said Platte. “AgencyBloc continues to push the
boundaries of innovation and their customer service has been
impeccable.”
“The accomplishments of Agent Equity truly highlight the core
purpose behind developing AMS+," said Cory Schmidt, CTO and
co-founder at AgencyBloc. "Our clients' success fuels our
commitment to continuously enhance and expand our platform's
capabilities to meet the evolving demands of the market. We
couldn’t be more thrilled with Agent Equity’s results.”
About Agent EquityAgent Equity Group is a
nationwide insurance field marketing organization (FMO) dedicated
to providing exceptional service and innovative solutions to its
clients. With nearly 650 agents across the country, Agent Equity
Group specializes in offering comprehensive insurance products,
including medical, dental, and vision plans. Leveraging
cutting-edge technology and a robust platform, the agency focuses
on streamlining operations, enhancing efficiency, and maximizing
resources. Committed to growth and excellence, Agent Equity Group
continues to expand its reach and impact in the health and group
benefits industry. To learn more about Agent Equity Group,
visit https://agentequitygroup.com.
About AgencyBloc AgencyBloc is the #1
Recommended Insurance Industry Growth Platform that serves the
health, senior, and benefits industry with a suite of solutions
that can be strategically utilized to support the operational and
growth needs of independent insurance agencies, uplines, and
carriers. To learn more about AgencyBloc, visit
https://www.agencybloc.com.
Media Contact:Jennifer OverhulseSt. Nick Media
Servicesjen@stnickmedia.com859-803-6597