Case Study: Diversified Insurance Solutions shortens sales cycle and streamlines proposal generation with Applied Systems' Applied Benefits Designer

Diversified Insurance Solutions Shorten your sales cycle with more efficient proposal generation

Diversified Insurance Solutions, a Brookfield, WI–based broker founded in 1997 with 400+ employees and 10 offices, needed to shorten its sales cycle and make proposal generation more efficient. During client meetings prospects frequently want to see the impact of benefit-plan changes from multiple angles, which was increasing meeting time and slowing deal closes.

By using Applied Benefits Designer, staff can dynamically evaluate competitive healthcare plans in real time and walk clients through complex scenarios on the spot. That capability reduced the number of meetings needed to close deals, sped up proposal generation, and delivered a strong ROI, according to VP David Stark.

Diversified Insurance Solutions

David Stark

Vice President