CorpStrat, like many insurance brokers, faced the challenge of inefficiency and disjointed workflows, that slowed their business down. When they turned to BenefitsGuide, they found a solution to streamline their operations and position them for future growth. Here’s how they did it.
Increased Efficiency Through Automation
CorpStrat’s operations involved lots of manual tasks, especially around renewals and open enrollment. By implementing BenefitsGuide, they reduced the time spent on this work by about 10 hours per employee each week. Automation freed up their team’s time, allowing them to focus on more important tasks like growing their business and improving client retention.
Streamlined Workflows
Before BenefitsGuide, CorpStrat’s workflows were fragmented across multiple systems, making it difficult to access client information efficiently. The BenefitsGuide platform consolidated their systems into one streamlined solution. Now, they manage everything from client service to renewals in a single place, giving their team real time access to the information they need when they need it drastically reducing delays.
Improved Client Servicing
Client satisfaction is crucial in any business, and CorpStrat recognized that their legacy systems could no longer keep up with client demands. By automating tasks and streamlining access to information, they were able to respond faster and more accurately. Clients noticed the improvement—faster responses, and overall better service—leading to better client retention.
Scalability
To grow, CorpStrat needed a system that could scale with them. BenefitsGuide provided a flexible solution that allowed them to handle an increased volume of clients while maintaining the same level of service and efficiency.
CorpStrat’s transformation is a great example of what’s possible when a brokerage leverages the right technology. Their increased efficiency, streamlined workflows, improved client service, and ability to scale have set them on a path to continued growth. If these results sound like something your brokerage could benefit from, let’s have a conversation about how we can help you achieve the same success.
For full details, you can read the case study here.
Trusted by 100+ agencies · Over 20 years on Salesforce
Jason Silverman
With over 20 years of experience in the world of employee benefits and insurance technology, Jason is the founder and chief evangelist of BenefitsGuide, an insurance agency management system and CRM built entirely on the Salesforce Platform that streamlines the process of selling and servicing group insurance and employee benefits from the perspective of an insurance broker, general agent, PEO, and insurance carrier. Jason also owns and oversees the group insurance brokerage based in New York that he founded in 1996.
