List of Applied Benefits Designer Customers
University Park, 60484, IL,
United States
Since 2010, our global team of researchers has been studying Applied Benefits Designer customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Applied Benefits Designer for Benefits Administration from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Applied Benefits Designer for Benefits Administration include: Employee Benefit Services, a United States based Insurance organisation with 30 employees and revenues of $3.0 million, The Benefit Company, a United States based Insurance organisation with 25 employees and revenues of $3.0 million, Waldo Agencies, a United States based Insurance organisation with 20 employees and revenues of $2.0 million and many others.
Contact us if you need a completed and verified list of companies using Applied Benefits Designer, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the HCM software purchases.
The Applied Benefits Designer customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of HCM software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight | Insight Source |
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Employee Benefit Services | Insurance | 30 | $3M | United States | Applied Systems | Applied Benefits Designer | Benefits Administration | 2018 | n/a | In 2018 Employee Benefit Services deployed Applied Benefits Designer as its Benefits Management solution to support client-facing benefits decisioning and proposal workflows. The deployment centered on the agency’s benefits team and licensed agents, embedding Applied Benefits Designer into client meetings to model and compare plan options in real time. Applied Benefits Designer was configured to support real-time plan modeling, side-by-side comparisons of medical, Rx and ancillary plans, and rapid proposal generation. The implementation replaced spreadsheet-based plan illustrations and static presentations with interactive proposal templates and guided selling flows, enabling agents to capture on-the-spot selections and finalize client decisions during a single meeting. Operational coverage focused on benefits counselors and sales staff within the 30-person agency, with the application used as the primary tool for client benefits consultations and proposal delivery. Applied Benefits Designer’s capabilities emphasized plan scenario generation, proposal formatting, and decision capture to streamline the agency’s benefits advisory process. Rollout included process changes to meeting workflows and agent playbooks to institutionalize guided selling and proposal review practices, with training to shift teams from spreadsheet work to the applied platform. The solution eliminated time-consuming spreadsheets and static presentations, and it increased the agency’s efficiency, accuracy, and level of client support as reported in the implementation notes. | |
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The Benefit Company | Insurance | 25 | $3M | United States | Applied Systems | Applied Benefits Designer | Benefits Administration | 2018 | n/a | In 2018, The Benefit Company implemented Applied Benefits Designer for Benefits Management to enable benefits agents to model and compare benefit plan options in real time. Applied Benefits Designer is used in single client meetings to generate proposals in minutes and to guide on the spot conversations that quickly finalize medical, Rx and ancillary plan selections. The implementation removed the need for time consuming spreadsheets and static presentations, centralizing plan modeling, proposal generation, and client advisory workflows within the application. The Benefit Company uses Applied Benefits Designer as its Benefits Management layer to support benefits agents, sales advisory, and client service functions across its broker operation. Key functional capabilities implemented include real time plan modeling and comparison, automated proposal document generation, and guided plan selection workflows for medical, Rx and ancillary lines. Governance focused on embedding the application into client meeting workflows and standardizing proposal templates and advisory scripts, and the solution is reported to increase efficiency, accuracy, and the level of client support while eliminating spreadsheet driven processes as stated. | |
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Waldo Agencies | Insurance | 20 | $2M | United States | Applied Systems | Applied Benefits Designer | Benefits Administration | 2017 | n/a | In 2017, Waldo Agencies implemented Applied Benefits Designer to support its Benefits Management needs. The small United States insurance agency of 20 employees uses Applied Benefits Designer as a customer-facing configuration and advisory tool during initial client engagements. Applied Benefits Designer is configured to support rapid benefits plan option adjustment, scenario comparison and quote preparation, reflecting core Benefits Management capabilities. Staff use the application to model plan configurations in real time, adjust options interactively with prospects and produce consistent benefit offer outputs for follow up. Deployment is centered on frontline sales and account management workflows, with the application used by staff when meeting new customers for the first time. Operational coverage is within the agency’s U.S. operations and focused on benefits advisory, customer onboarding and quote generation rather than enterprise-wide back office systems. The agency introduced governance controls that emphasize standardized plan templates and meeting playbooks to guide usage and ensure configuration consistency. Waldo Agencies leverages Applied Benefits Designer in customer meetings to reduce manual rework and to relieve almost half of the workload of a typical employee as noted by staff observations. |
Buyer Intent: Companies Evaluating Applied Benefits Designer
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