Case Study: Marsh & McLennan Agency Northeast recovers $615,000 in commissions and streamlines benefits workflows with Vertafore's BenefitPoint

Marsh & McLennan Agency - Customer Case Study

Marsh & McLennan Agency Northeast (MMA Northeast), a Marsh subsidiary serving 2,300+ group clients with ~300 insurance professionals across seven offices, needed a better way to manage complex employee health & benefits (EH&B) work. Data and processes were fragmented across locations and P&C systems not built for benefits, leading to manual reconciliation, slow client service, and consistent underpayment—estimated at 8–10% per month—because they couldn’t easily find or validate revenue discrepancies.

MMA Northeast implemented Vertafore’s BenefitPoint to centralize client and plan data, automate workflows (renewal reminders, retention benchmarks, RFP responses) and electronically match carrier statements to estimated receivables. The agency streamlined operations and customer support, gained EH&B-specific flexibility, and recovered $615,000 in carrier commissions in just over a year, demonstrating a strong ROI from improved reporting and revenue recovery.

Marsh & McLennan Agency

Angela Minutaglio

Senior Project Manager