JDM Benefits: How to Win BoRs with PlanYear

When competing for business in tech-forward markets, you're often up against brokers with sophisticated technology solutions.

JDM Benefits faced this exact challenge.

The HR team didn't want to lose their current broker's employer and employee facing tools.

Using PlanYear, JDM Benefits not only matched but exceeded the competitor's technology offering:

• Custom benefits microsites branded to match the groups’ website
• Billing consolidation and reconciliation services that reduced admin burden
• Personalized plan recommendation engine and claims analytics tools

The result? JDM Benefits won the Broker of Record for this 200-employee client, securing meaningful annual revenue and creating client stickiness for years to come.