Case Study: Flexible Benefit Service Corporation boosts demand and unifies sales and marketing with Microsoft Power BI

Insurance administrator aligns marketing and sales, increases demand with Dynamics 365

Flexible Benefit Service Corporation (Flex), a US-based general health and life insurance agency and benefits administrator, faced fragmented marketing technology that blocked integrated digital campaigns, slowed lead processing, and created heavy IT workarounds. To address poor automation and weak sales-marketing alignment, Flex adopted Microsoft Dynamics 365 Marketing and analytics with Microsoft Power BI to modernize segmentation, buyer journeys, and campaign reporting.

Using Dynamics 365 Marketing to unify sales and marketing and Microsoft Power BI for real-time campaign analytics, Flex automated segmentation, nurture campaigns, events, and broker reporting while reducing daily IT involvement. The result: faster lead processing, better cross-team visibility, improved broker communications, and increased demand, sales, and revenue—backed by clearer, measurable insights from Microsoft Power BI.

Flexible Benefit Service Corporation

Chris King

Director of Information Technology