Case Study: M3 Insurance achieves time savings and a more collaborative customer experience with Applied Systems' Applied Benefits Designer

M3 Insurance Save time while creating a more collaborative customer experience

M3 Insurance, a Madison-based agency founded in 1968 with 140+ employees and a longtime Applied customer, needed to create efficiencies in its renewal process. The firm wanted to reduce producer time spent on spreadsheets and multiple client meetings while improving the overall client experience and consistency across offices.

By adopting Applied Benefits Designer, M3 began modeling and comparing benefit options in real time and generating polished proposals during a single meeting. Early results include saving more than two hours of staff time per large self-funded client for self-funding and stop-loss summaries, an average 1.5-hour savings on community-rated plan comparisons, and the elimination of multiple follow-up meetings thanks to on-screen plan manipulation and more collaborative client conversations.

M3 Insurance

Matt Boray

Partner, Senior Account Executive