Case Study: Muneris Benefits wins larger accounts and grows fee-for-service revenue with Zywave's Broker Briefcase

Muneris Benefits - Customer Case Study

Muneris Benefits, a four-person Virginia agency led by owner and producer Burman Clark, faced a rapidly changing market as health care reform accelerated in 2012. The small firm needed to survive the disruption, compete with larger agencies, and move upstream to win bigger clients.

After buying Broker Briefcase in December 2012, Muneris used up-to-date reform content and stewardship reports to position itself as a local thought leader. That approach won a 400-life self-funded group (initially as a consultant) and later the renewal, generating $55,000, and enabled a shift to fee-for-service and paid wellness consulting. The firm now looks and acts like a larger agency, with new revenue streams and the tools to pursue bigger accounts.

Muneris Benefits

Burman Clark

Owner and Producer