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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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.
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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.