Benefytt Remedied Integrations & Improved Sales Numbers
Benefytt is a health insurance company that engages in the development and operation of private e-commerce health insurance marketplaces, consumer engagement platforms, agency technology systems, and insurance policy administration platforms. Their primary focus is on medicare sales and they needed a strong system that would work with them rather than against them.
Industry
Insurance
Staff
2,000+ Employees
HQ Office
Tampa, Florida
Services Performed For Benefytt
Salesforce Implementation
Salesforce Strategy Consulting
Salesforce Managed Services
Five9 Strategy Consulting
Five9 Staff Augmentation
Product Services Included
Financial Services Cloud
Marketing Cloud
Digital Engagement
Informatica
Salesforce Custom Cloud
Five9
Einstein Analytics
Shield
Salesforce Challenges
Benefytt experienced the following Salesforce challenges.
Benefytt experienced rapid growth, growing from 300 employees to over 2,000.
Salesforce was integral to their organization but became difficult to manage.
No Salesforce thought leadership.
Utilized multiple platforms.
Unreliable and inconsistent data.
Development projects struggled to stay on schedule.
Overall organization and company functionality faltered as well.
Agents dissatisfied with existing system flow.
Salesforce Solutions
AGG provided the following Salesforce Solutions to Benefytt.
Access Global Group implemented the following Salesforce solutions:
Implemented a Contact Center and Computer Telephony Integration (CTI) solution, enabling the monitoring/recording of calls with real-time reporting.
Custom scripting based on caller details, reduced average handle time and improved efficiency.
AGG optimized system configuration to streamline work processes and boost team productivity.
Salesforce Results
Benefytt experienced the following Salesforce results with Access Global Group’s Consulting Services.
Internal and external integration points were remedied, expediting the sales cycle and enabling efficient account management.
AGG’s work process automations with real-time updates, ensures accurate and up-to-date data entry into Salesforce.
40% increase in sales numbers.
30% reduction in after-call time.
Awarded, Trusted & Proven to Deliver Salesforce Results!
For the last 15 years we’ve been creating customized Salesforce Solutions for clients of all industries and sizes. With a perfect 5-Star rating on both Salesforce AppExchange and G2 User Reviews, Access Global Group is the right choice for your organization’s Salesforce transformation.