Case Study: Morris & Garritano achieves 28x ROI in client value and engagement with Mineral

Morris & Garritano drives 28x ROI with Mineral

Morris & Garritano, a large independently owned insurance agency, sought a comprehensive HR platform to complement its insurance offerings and empower its consulting team and clients. Their challenge was to enhance their unique HR and insurance services to increase client engagement and maximize their value proposition.

Partnering with Mineral, the agency implemented the Mineral Platform to provide clients with HR tools, resources, and support. This solution delivered a 28x return on investment for Morris & Garritano. Key results included over 900 clients using the platform, with its Smart Employee Handbook feature alone saving clients thousands of dollars per handbook in creation costs. Mineral also helped the agency strengthen client relationships and improve retention rates.

Morris & Garritano