Stevens & Associates Insurance Agency Achieves Unprecedented Operational Efficiency with AgencyBloc
2024年7月31日 - 12:15AM
AgencyBloc, the #1 recommended provider of insurance growth
enablement solutions catering to the health, senior, and benefits
industries, is proud to announce that Stevens & Associates
Insurance Agency (Stevens & Associates) has achieved
unprecedented operational efficiency with AgencyBloc’s AMS+ and
Commissions+ solutions.
Santa Barbara-based Stevens & Associates provides Medicare
and individual/family health insurance services nationwide. In
growing the business over several decades, Stevens & Associates
needed a customer relationship management (CRM) and commissions
management platform for efficiency improvements which would
mitigate internal, manual processes. In 2017, the company
implemented a combination of AgencyBloc’s AMS+ and Commissions+
solutions.
“Once we started using AMS+, we quickly realized how impactful
it was going to be in our organization,” said Jason Stevens, CEO at
Stevens & Associates. “The level of automation in AMS+ enabled
us to streamline workflows and instantly mitigate manual tasks
resulting in tremendous efficiencies in our operations. With
AgencyBloc’s solutions, we save over 1,000 hours in effort during
each Annual Enrollment Period.”
AMS+ and Commissions+ are part of AgencyBloc’s Plus Suite, a
suite of industry-specific sales enablement solutions for agency
management, commissions management, and small group benefits
quoting and enrollment. The Plus Suite helps general agencies,
independent agents, and insurance and field marketing organizations
(IMO/FMO) increase sales, improve client retention, and stay
compliant.
“AgencyBloc’s solutions have not only helped our business scale
with our rapid growth, but it also completely reformed our
structure and culture, significantly contributing to a healthier
well-being for our staff during the peak season every year,” said
Stevens.
“Stevens & Associates has embraced the full capabilities of
AMS+ and Commissions+ while continuing to innovate internally,"
said Kelly Kimmich, Vice President of Operations at AgencyBloc. "We
couldn’t be more thrilled with their success and continued
partnership.”
To learn more about AgencyBloc’s Plus Suite solutions,
visit
www.agencybloc.com.
About Stevens &
AssociatesStevens & Associates Insurance Agency, Inc.
began with a vision from Gerald Ray Stevens, who wanted to create a
company that not only helps people find the right plan but also
acts as a concierge for anything related to insurance thereafter.
He dedicated himself to helping individuals find the right
insurance plan, while his wife, Sandy Stevens, ensured that any
issues or problems were promptly addressed. Fast forward 41 years,
and the agency has experienced significant growth and navigated
numerous changes in the marketplace and the overall business
climate. Although Gerald and Sandy are still actively involved in
the business, their son, Jason Stevens, has taken on the role of
CEO. Under Jason's leadership, Stevens & Associates continues
to uphold its foundational principles of exceptional service and
client support, ensuring that the vision set forth by Gerald Ray
Stevens remains at the heart of the agency's operations. To
learn more about Stevens & Associates Insurance Agency,
visit
https://www.stevensinsurance.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