Case Study: Thomas Financial achieves faster, fully digital benefits onboarding with UZIO

Thomas Financial - Customer Case Study

Thomas Financial, a Tampa-based employee benefits broker serving Florida and nearby areas, wanted to grow beyond individual business and win more group business while meeting rising client expectations for digital, transparent service. Before partnering with UZIO, the team faced heavy paperwork, repeated data collection and validation, adoption challenges, and pressure to expand its product portfolio and improve client service.

With UZIO, Thomas Financial digitized its agency and client experience through an easy-to-use benefits platform with handheld onboarding, digital pitching, and anytime access to benefits information. UZIO helped the firm train its staff and SMB clients, improve transparency and communication, and consolidate agency clients in one place; the company reported onboarding a new client in just 24 hours and said the impact on the business has been tremendous.

Thomas financial

Js Gagnon

President, Employee Benefits