How Access Global Group Enhanced Benefytt’s Functionality

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.

Company

Benefytt/TIB

Industry

Insurance

Solutions

Optimization & Training

Staff

2,000+ Employees

HQ Office

Tampa, Florida

Salesforce Challenges

Benefytt experienced the following Salesforce challenges.

In just a short period of time, Benefytt experienced rapid growth, growing from 300 employees to just over 2,000. Despite Salesforce being an integral part of their organization, they became quickly overwhelmed trying to balance their personal growth with managing the robust system that is Salesforce. They found themselves scrambling to utilize multiple platforms and were often faced with unreliable and inconsistent data. As a result, development projects struggled to stay on schedule and overall organization and company functionality faltered as well.

Salesforce Solutions

AGG provided the following Salesforce Solutions to Benefytt.

Prior to AGG’s involvement, Benefytt found it challenging to access a knowledgeable development staff that fully understood their needs and the criticality of their business. After losing their internal resource to another organization that offered to pay higher than market price, they were referred to AGG by a Salesforce lead. Finding the stability of Access Global Group was described by Benefytt’s CEO as a “huge win.” He appreciated AGG’s commitment to solving the root of the problem rather than providing a temporary “band-aid” like solution that Benefytt had experienced in the past with other partners. CEO was also satisfied with the consistent communication throughout the project timeline and to know where the business stood at all points throughout the project. For Access Global Group, it was critical that we were able to build a system that worked with Benefytt’s needs rather than forcing their business to function a certain way to fit with the system.

Salesforce Results

AGG provided the following Salesforce Solutions to Benefytt.

In just a short period of time, Benefytt experienced rapid growth, growing from 300 employees to just over 2,000. Despite Salesforce being an integral part of their organization, they became quickly overwhelmed trying to balance their personal growth with managing the robust system that is Salesforce. They found themselves scrambling to utilize multiple platforms and were often faced with unreliable and inconsistent data. As a result, development projects struggled to stay on schedule and overall organization and company functionality faltered as well.

40% Increase in Sales

30% Decrease in Call Times

We found ourselves scrambling to utilize multiple platforms and were often faced with unreliable and inconsistent data. As a result, development projects struggled to stay on schedule and overall organization and company functionality faltered as well.” Travis Conley, CTO

Success starts here, with Salesforce solutions you can trust.

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.

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