These agencies stopped drowning. Here's how.
Real brokerages. Real results. Every agency on this page was dealing with the same problems you are — scattered data, manual commission tracking, operational firefighting. Here's what happened when they made a change.
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Your Policy: 90% Less Time on Commissions
Your Policy brought every acquired office onto one commission platform, cut monthly commission work at smaller offices from five or six hours down to about 30 minutes, and surfaced an entire Medicare book that had never been reported up to corporate.
Capital Benefit Group: Over 80% Less Commission Time
Capital Benefit Group brought every member company in their family onto one platform, cut monthly commission reconciliation from around 20 hours to about 5, and now loads a new producer's commission splits in 15 seconds.
CorpStrat: 25% Revenue Surge While Reducing Staff
CorpStrat achieved a 25% revenue surge, reduced account managers by 25%, eliminated 50% of enrollment specialists, and cut owners' daily firefighting from 2 hours a day to 2 hours a week.
Group Health Solutions: 50% Reduction in Firefighting
After switching from a legacy platform to BenefitsGuide, Group Health Solutions cut operational firefighting in half, reduced new employee training from 3 days to 1 day, and saved 5 hours per week on internal support.
NationalHR: Over $1M in New Revenue — Without Hiring
NationalHR's 22 account executives added over a million dollars in new commission revenue without hiring additional staff — using workflow automation, cross-selling reports, and real-time visibility across the team.
Green Financial: Built an Entire Medicare Business From Existing Data
Green Financial used BenefitsGuide's reporting to mine their existing client data and identify clients approaching Medicare eligibility. The result: an entirely new revenue stream built from data they already had.
Fusco Orsini: 30-40% Reduction in Servicing Time
This San Diego-based brokerage reduced the time required to service existing business by 30-40%, eliminated overtime during Q4, and used workflow automation to manage their renewal pipeline more efficiently.
Maddock Insurance: Streamlined Operations Across the Entire Team
With 18 users spanning account executives, managers, administrators, and brokers, Maddock streamlined operations across groups of all sizes — including their Medicare clients — on a single platform.
ThinkTank: Renewal Management, Compliance, and Claims — Solved
This Chicago-area brokerage tackled their most time-consuming challenges — renewal management, compliance tracking, and claims resolution — with workflow automation and real-time visibility for their 9-person team.
Eureka Insurance: A Complete Agency Transformation
Eureka Insurance replaced fragmented systems with a unified platform on Salesforce — bringing CRM, workflow automation, and client management into one place for their entire team.
Slate Small Business Solutions: Built for the Way Small Agencies Work
Slate proves that BenefitsGuide isn't just for large operations. This small business-focused agency found a platform that matched their workflow, their pace, and their budget — without sacrificing capability.
Where Does Your Agency Stand?
These agencies didn't just switch platforms — they found out where their operations were breaking down and fixed them. The Operations Benchmark Assessment takes 2 minutes and shows you exactly where your agency falls on the spectrum — from "Manual & At Risk" to "Operationally Elite."
Benchmark Your AgencyReady to Write Your Own Success Story?
Pick a time that works for you. We'll show you exactly how BenefitsGuide can work for your agency — just like it works for the agencies on this page.
Prefer to talk first? Book a 15-minute call with Jason or call us at 646-461-3000.