Meet the Bloks Customer:

Groupe Major is a respected Canadian insurance brokerage led by Louis-François Major, an industry veteran with nearly three decades of experience. Louis-François’s firm provides group benefits, pensions, and financial solutions to hundreds of businesses nationwide, with systems administering over 400,000 lives across Canada.

Their Challenge:

Insurance brokerage is all about relationships, but strict compliance requirements (such as the obligation to keep a record of every conversation and Know Your Client reports) result in endless note-taking, manual updates, and administrative busywork. Louis-François was concerned his sales and client success teams were losing valuable hours each week buried in admin tasks, rather than talking to clients or finding new opportunities.

As Louis-François puts it directly:

“We have less time than ever. Every relationship we have could and should be leveraged, but every minute we're writing emails or hunting down client info, we're losing chances to grow.”

Why They Chose Bloks:

Louis-François needed something practical, effective, and fully compliant with Canadian regulations. Bloks stood out because it could:

• Automatically capture and document every client interaction, effortlessly meeting compliance needs.
  
• Provide instant, practical insights and pre-meeting briefs, helping the team stay on top of relationships.
  
• Eliminate tedious manual entry by seamlessly syncing client details, notes, and follow-ups.

The Difference Bloks Made:

Almost immediately, Louis-François’s team felt the impact in their daily routines and saw noticeable results:

Sales Reps: Freed from admin tasks, salespeople finally had time to leverage relationships proactively. Louis-François noted:

“My sales guys really appreciate Bloks—we’re gaining speed. The less time we spend writing emails or searching for info, the more deals we can chase.”

Client Success Team: Equipped with timely, personalized insights before each client call, the team’s relationships strengthened:

“Our service reps manage relationships directly. Bloks helps them quickly remember important details—kids’ names, recent conversations—making every interaction more meaningful.”

Louis-François (Founder/CEO): Immediately saw how shifting away from busywork directly boosted strategic growth activities:

“Growing our client base and increasing revenue per client is always the goal. Bloks makes sure our time is spent leveraging relationships, not stuck in manual processes.”

In Louis-François’s Own Words:

“Honestly, we're wasting tons of time taking notes and chasing down follow-ups. Bloks helps us be more efficient, more proactive. It’s not a luxury—it’s essential. It’s exactly what we need to stay competitive and keep growing.”