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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.

Implementation Services

End-to-end deployment solutions put into action.

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Improve insights, customer experience & Innovation.

Access Commissions

Commission plans to best suit organizational goals.

Access QuickBooks

Connect Salesforce & QuickBooks seamlessly.

Access Docs

Premier document generation tool for simplifying processes.

Access Payments

Complete control over processing payments in Salesforce.

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