When competing for business in tech-forward markets, you're often up against brokers with sophisticated technology solutions. JDM Benefits faced this ...
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June 19, 2025
95% faster benefit guide creation: From more than a week to less than an hour 75% reduction in manual data entry: An AI assistant for the entire ...
April 10, 2025
Ames & Gough wanted to provide a first class employee experience, but premium solutions such as custom benefits microsites were typically costly ...
March 12, 2024
RFPs are often necessary to win new business, however, they are both tedious and time-consuming. When employee benefits consulting firm TriBridge ...
June 1, 2023
In this case study, learn how a leading Bay Area brokerage leveraged PlanYear to decrease employee questions by 50% during open enrollment. With ...