Case Study: Florida-Based Insurance Broker achieves higher wellness revenue and client satisfaction with CoreHealth Technologies

Leading Florida-Based Insurance Broker Increases Wellness Revenue and Client Satisfaction

Florida-Based Insurance Broker, a leading Florida-based health insurance broker serving North American enterprise clients, needed a fast, scalable and highly flexible technology partner to deliver fully customized corporate wellness programs across a diverse client base. Seeking to move beyond limited, spreadsheet-driven processes to an engaging, self-managed solution, they selected CoreHealth Technologies’ corporate wellness platform.

CoreHealth Technologies implemented a rapid onboarding and training program that made the broker self-sufficient in about 4–6 weeks and enabled new client setups in as little as 2–3 hours. The platform delivered customizable portals, multi-language engagement, wellness scoring and robust reporting, cutting report turnaround from weeks to next-day, migrating virtually all corporate wellness clients to the system, and boosting productivity, cost control, customer service speed and the broker’s ability to expand its wellness offerings.