Redesigning Employee Benefits with Financial Services Cloud

Insurance

Discover how a top insurer teamed up with Zennify to transform employee benefits with Financial Services Cloud—driving efficiency and seamless usability.

Breaking Free from Outdated Systems

When our client, a nationally ranked insurance company, approached us, they were facing challenges common in the employee benefits sector. They were using outdated systems—two disparate platforms that lacked effective integration. Their team struggled with clunky interfaces and limited functionality, leading to fragmented customer data, error-prone manual processes, and low user adoption.

Transforming Operations with a User-First, Data-Driven Approach

The Employee Benefits team recognized an opportunity to significantly improve their operations. They envisioned a system that could consolidate processes, eliminate redundancies, and, most importantly, empower their employees to serve clients more effectively. 

“We knew we needed to move forward. Our systems were holding us back, and we needed a solution that could elevate our workflow, improve data quality, and give us the efficiency we were missing,” said their EVP of National Benefit Operations

Our Solution

Working closely with the client, Zennify designed a unified, automated solution using Financial Services Cloud, and Omniscript. Our goal was to simplify everything: users could manage plan details, compliance, projects, revenues, and carrier contacts—all in one place, all on Salesforce. 

The key was making it intuitive and data-driven, so employees spent less time managing systems and more time on delivering value to clients.

Unified Platform

Consolidated plan details, compliance, projects, and contacts into a single platform, reducing fragmentation and improving data integrity. All critical functionalities—including onboarding, renewals, cancellations, and document automation—were seamlessly integrated, eliminating the need for multiple disconnected systems.

Automation Focus

Implemented comprehensive automation for key processes like onboarding, policy renewals and cancellations, financial calculations, and document generation. This reduced manual errors and ensured consistency, allowing the team to focus on higher-value tasks.

User-Friendly Design

Leveraged Salesforce tools like Omnistudio, Lightning Web Components, and custom APEX to create an intuitive interface that displays only the necessary information needed at each stage and guides the user through their tasks, making it easier for users to navigate and adopt the new system. Features like customizable policy templates, a centralized metadata library, and benefit class management helped reduce errors and improve efficiency.

Results That Speak for Themselves

“We partnered with Zennify to help us transform our employee benefits platform. The result? A system our team can actually use, that makes sense, and that saves us time every single day.”

Data Completeness Improved by 350%

No more incomplete or missing information from users. All data points are captured accurately, giving the team the full picture.

User Adoption Increased by 50%

Employees genuinely started using the system—and liking it. “Before, it felt like a chore. Now, it’s a tool that helps me do my job better,” mentioned one of the account managers.

Team Efficiency Boosted by 10%

Less time spent on repetitive manual tasks means more focus on client relationships and strategic work.

Straight from our customers.