Case Studies

Company had experienced rapid growth and looking for a sophisticated administrative platform to harmonize their benefit offering.

Employer previously had challenges administering all their benefits on one platform and was looking for enhanced decision support tools.

Employer was looking to have an active annual enrollment and re-introduce their robust suite of products to their employees. We mapped over all exiting coverages and offered both self service enrollment and one-on-one counselor education.

Large national organization with tremendous growth from acquisitions needed a robust solution with licensed call center support. They were also looking to use commission dollars to offset all project expenses.

Employer was dealing with data integrity issues and needed to map over all existing elections including individual disability and Permanent Life.

Employer wanted on site enrollers to support the enrollment of all products including Whole Life. Our counselors enrolled the core products on Workday and the VB products including Whole Life, that Workday cannon administer on our platform for a seamless enrollment.