Case Study: Employee Benefit Services achieves faster, clearer client proposals and increased sales with Applied Systems' Applied Benefits Designer

Employee Benefit Services Present a professional and easy-to-follow proposal to clients

Employee Benefit Services of Maryland, a Baltimore-based benefits agency of 30+ employees founded in 2011, struggled to run effective renewal meetings because clients got lost in printed spreadsheets and complex plan details. The agency needed a way to simplify and clearly present robust benefits options so conversations could focus on decisions rather than data.

They adopted Applied Benefits Designer to model and compare plans in real time and generate polished proposals in minutes. The tool made presentations effortless, shortened preparation to about 15 minutes, improved client engagement across both complex and smaller groups, and enabled higher‑value, faster decisions that increased efficiency and sales.

Employee Benefit Services

Leo Gallagher

Managing Partner