Overview

Maddock Insurance, an employee benefits focused insurance brokerage, based in Fife, Washington, manages their client service with a team of 18 Account Executives, Managers, Administrators and Brokers.  They manage groups of all sizes, from small to large businesses, and Medicare clients.  

Maddock Insurance was looking to improve operations using automation. They needed a better way to ensure tasks were completed accurately and on time, particularly during the renewal season.

Challenge: Managing a High Volume of Tasks

Dave Maddock, President, wanted his team to spend more time helping clients and less time on manual data entry and administrative work.  He needed a system that could automate processes, like Renewals, RFPs, and Enrollments, while providing real-time visibility into ongoing tasks, ensuring that his team could focus on their primary mission: serving clients and growing the business.

Solution: Workflow Automation

In BenefitsGuide, Maddock Insurance found the solution: an employee benefits focused insurance agency management system built on the Salesforce Platform.

By leveraging workflow automation, Maddock Insurance was able to automate repetitive tasks like RFPs, renewals, and onboarding processes and track their completion.

With the workflow automation, once a task is completed, the next one is automatically created and assigned to the appropriate team member.  This ensures that workflows move smoothly from one step to the next without the need for constant oversight.

For example, in their RFP process, once the group census is received, the next task is assigned to the quoting team, followed by automatic reminders to the broker to set up client meetings, ensuring no steps are missed. 

Impact: Nothing Falls Through the Cracks

With BenefitsGuide, Maddock Insurance has automated repetitive tasks, reduced manual work, and improved the efficiency of their operations. The dashboards, native to the Salesforce Platform, allow Dave Maddock and his team real time visibility to track their work. With the click of a button, they can see what has been completed, who is behind, and which groups are in the pipeline. 

The system has improved visibility and accountability in each stage of their workflow, ensuring that every task is completed on time, and that Dave can rest easy that nothing has fallen through a crack.

Conclusion: Streamlined Operations and Improved Visibility

The BenefitsGuide Insurance Agency Management System has allowed Maddock Insurance to streamline operations and gain real-time visibility into work that was previously difficult to manage, allowing them to better serve clients, improve client satisfaction, and continue to grow their business.

Are you ready to explore how workflow automation can save time and increase efficiency for your brokerage? 

Let’s schedule a 15-minute introductory call to discuss how BenefitsGuide can help transform your operations.