Case Study: Fringe Benefit Plans achieves streamlined benefit management and automated renewals with Insightly

Insightly makes it easier for Fringe Benefit Plans to understand and serve its clients

Fringe Benefit Plans, Inc., a Florida-based boutique financial services firm founded in 1969 that specializes in employee and executive benefits, insurance, and retirement solutions, needed to systematize account management. Before adopting a CRM the agency relied on Outlook and a shared drive, which made client follow-up inconsistent and risked costly mistakes in the insurance business.

Fringe Benefit Plans implemented Insightly to centralize contacts, integrate Outlook, and automate workflows—most notably a renewal process that triggers projects, tasks, and reminders 120 days before deadlines. The CRM and project pipelines have improved organization, transparency, task accountability, and team productivity, while Insightly’s support and training resources helped the agency scale use and better demonstrate service activity to clients.

Fringe Benefit Plans

Bob Gravely

Interim COO