Case Study: BOST Benefits boosts sales 35% and expands into six states with PipelineDeals

BOST Benefits Wins with PipelineDeals

BOST Benefits is a benefits brokerage serving individuals, families, small businesses, nonprofits and Fortune 500 companies. The company needed an affordable CRM to coordinate leadership, support independent specialists, reduce time spent on spreadsheets, and improve internal communication—while avoiding high monthly fees that specialists wouldn’t pay.

After evaluating ten CRMs, BOST chose PipelineDeals for its customizability, reporting and customer service. The platform streamlined team structures, improved communications and mobile access, and drove enthusiastic adoption by independent specialists. Since implementing PipelineDeals in 2011, BOST has grown sales volume by 35%, increased its customer base by over 20%, and expanded into six additional states.

Bost

Brad Kauffman

Vice President