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 They were using outdated systems—two disparate platforms that lacked effective integration.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.
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
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.
“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.”
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