Request a demo
U.S.
U.K. U.K. Canada Canada
Request a demo
U.S.
U.K. U.K. Canada Canada

"We need to know that we are providing relevant value to our clients via access to the latest and greatest tools, without breaking the bank.”

Michelle Sutter, manager, employee benefits
COMPANY

World Insurance Association

SOLUTIONS

Employee Benefits Content, Marketing & Prospecting, Agency Management, Agency Operations, HR Information System

The Partner

At WIA, Inc., our main focus is centered around individual and group clients. With a full-service product offering and dedication to customer service, it is easy to see why WIA is the best choice for your benefits.

The Challenge

World Insurance Association recognized the ever-changing benefits landscape and wanted access to technology to best support client needs.

The Solution

WIA started out with Employee Benefits Content, Marketing & Prospecting, Agency Management, Agency Operations, and Enrollment & Onboarding solutions in 2008, then added the Client Portal later.

The Benefit

Agency Management and Agency Solutions helped them put a process in place for employees to streamline daily workflows and activities, improve efficiency in handling customer service calls and enhance organization. The combination of Employee Benefits content and the Client Portal has had a powerful impact on sales.

“Now we have the tools where every client that comes to us can have those added benefits, and it’s something we can manage in-house, rather than having to manage another vendor.”

Michelle Sutter, manager, employee benefits

Download a copy of this case study.

As you can see, there are a number of ways we’re helping partners grow their businesses and delight their clients. Share this case study with colleagues.

Download here