Case Study: The Benefit Company achieves simpler, faster renewals with Applied Systems' Applied Benefits Designer

The Benefit Company Leverage dynamic technology to provide a digital customer experience

The Benefit Company, a small Atlanta-based benefits agency, relied on 4-inch binders and spreadsheets to present renewals, which became increasingly inefficient as ACA-driven complexity and volume grew. Account managers needed a faster, more flexible way to model plan changes and guide clients during meetings.

By adopting Applied Benefits Designer, the team now models and compares plan options in real time and generates polished proposals in minutes, eliminating static presentations and error-prone spreadsheets. The tool helped the agency level a 19% renewal by adjusting premium shares and mitigate a 40% increase through HRA/HSA and contribution strategies—improving efficiency, accuracy, client support, and adoption across the staff.

The Benefit Company

Sloan Murray

Lead Account Executive