Case Study: Prairie Benefits Network achieves faster insights and improved responsiveness with Intuit QuickBase

Prairie Benefits Network Gets Closer to Customers and Prospects with Intuit QuickBase

Prairie Benefits Network is a fast‑growing boutique benefits brokerage serving small and mid‑sized businesses that needed a nimble way to manage client and prospect data. Relying on static spreadsheets and a custom database left the team unable to collaborate, analyze sales trends, or access up‑to‑date policy information while on the road, which wasted staff time and missed growth opportunities.

The company’s account manager built an Intuit QuickBase CRM app in about two weeks to centralize contracts, commission statements, interactions and policy details with mobile access for brokers. The result: faster insights into sales opportunities, reduced time spent on data management, quicker responses to clients, improved remote productivity, and a low‑cost, scalable solution that quickly paid for itself.

Prairie Benefits Network

Andrew Cole

Account Manager, Prairie Benefits Network.