Slate Business Solutions Inc., a 4 person benefits-focused insurance brokerage based in Minneapolis, MN.
Overview
President Emily Breitenfeldt led a hardworking group dedicated to serving their clients. However, manual processes, long hours, and overwhelming workloads took a toll on the team during open enrollment, leaving them stressed and exhausted. Emily knew something had to change. That’s when Slate Business Solutions turned to BenefitsGuide.
Challenge:
Open enrollment was a recurring source of stress at Slate Business Solutions. The team faced several hurdles:
Manual Task Management:Team members relied on inefficient Microsoft apps with no management level view of the team's work to manage tasks, resetting reminders and reassigning tasks constantly.
Cumbersome Client Communication:Sending mass emails to clients in small batches to avoid spam filters consumed entire days during busy periods.
No Email Integration:Team members needed to copy and paste emails to their shared notes so that the rest of the team could see the client correspondence, leading to wasted time and a lack of visibility.
Work-Life Imbalance:The manual workload and inefficient systems required late nights and long hours, leading to burnout, and reduced quality of life.
Solution: Automation, Efficiency and Better Communications
BenefitsGuide transformed Slate Business Solutions with automation and streamlined processes.
Automated Renewals and Client Onboarding:Repetitive tasks like onboarding and renewals became seamless. BenefitsGuide ensured each step in the process was automatically assigned to the right person, eliminating the need for constant manual intervention.
Mass Email Simplification: With BenefitsGuide’s mass email feature, what once took an entire day now takes just 20 minutes. Personalized, timely updates reached clients efficiently, improving communication.
Full Email Integration:Email templates gave them the confidence they are always delivering consistent messaging. Instantly recording emails sent directly in BenefitsGuide saved time and ensured inbound inquiries are tracked, managed, and resolved more quickly and accurately.
Reassuring Reminders:Workflow Automation that automatically creates and assigns tasks and reminders give team members peace of mind, ensuring that nothing has slipped through the cracks.
Impact: Less Work, More Money
The changes were immediate and transformative for Slate Business Solutions:
More Sleep, Less Stress: Team members experienced a dramatic improvement in work-life balance. Emily noted, “We’ve had far more sleep this year.
Happier Clients:Proactive updates strengthened client relationships and increased satisfaction.
Improved Efficiency:Automated workflows eliminated chaos and reduced the need for constant meetings. “We used to meet weekly to figure out renewals. “Now, all that information is just a click away,” said Emily.
Cost Savings: Fewer overtime hours saved money while still delivering exceptional client service.
Conclusion: More Sleep and More Money
Slate Business Solutions found the calm and efficiency they needed with BenefitsGuide. Emily captured the results best: “What do people want? More sleep and more money. That’s what BenefitsGuide gave us.”
If your brokerage feels overwhelmed by manual tasks and endless chaos, let’s talk about how BenefitsGuide can help. Schedule a call today and start transforming your operations.
Impact: Less Work, More Money
