Insurance Agent Case Studies

Vulnerability of Key Personnel

The Challenge

An insurance agent learned about Staff One’s trusted HR solutions and immediately thought of some problems one of his clients was having. A 20-person doctor’s practice had its office manager responsible for receiving patients, staff payroll and HR records, and employee policies and procedures. After filing a grievance, the manager left the practice without notice.  The doctor partners had to survive weeks of chaos, resulting in a significant loss of productive hours.

The Results

It was then recommended to use Staff One for an HR system and process so the practice could reduce its vulnerability to key employee turnover.  The insurance agent resolved his client’s issues and received $4,500 of ongoing annual revenue from Staff One’s Partners Plus program.

 

Retaining a Valued Client

The Challenge

A group benefits specialist that had become a strategic partner with Staff One was notified by an existing 50-person client that a new payroll provider was being evaluated and was told that a broker-of-record letter was needed for the medical program to ensure better integration between the new system and benefits administration. After some additional questioning, the agent learned that the business was preparing for future growth and had not considered additional HR resources to support the growth.

The Results

It was determined that Staff One’s comprehensive HR program was more suited for the client and benefits administration would now involve keeping the agent’s medical plan in place.  The group benefits specialist better insulated his client from competition and received $10,750 of ongoing revenue from Staff One’s Partners Plus program.

Call 800.771.7823 or email partners@staffone.com to discuss Partners Plus!