Client Success Stories!

Client: PEO Brokerage Company

The Challenge:

• Do business with hundreds of external organizations fragmented across states and market lines.
• Increase growth, sales and profitability without increasing staff.
• Streamline day-to-day operations.
• Collect data and deliver all collateral materials from a centralized electronic hub.
• Price / quote proposals across multiple vendors seamlessly.
• Pay producer commissions on time without exception.
• Provide outstanding service to the producer community while building trust and brand.
• Enable clients, prospects, producers and vendors.

The Solution:

• Deploy I-Group's PEO-crm v2.
• Train key staff in system operations.
• Use I-Group's up-to-speed training online to acquaint partners to the system.
• Collect and share data across vendor and producer networks.
• Deploy I-Group's quoting and template modules to provide instant proposals across the network.
• Deploy I-Group's commission modules to assign, track and pay commissions on time.
• Keep vendors and producers in the loop with custom e-mail notifications.

The Results:

• Small staff under 5 employees.
• Over $15 billion in submissions collected, routed to partners and serviced.
• Over $2.3 billion in payroll run with PEO partners.
• Over 1600 clients placed with PEO partners.
• Over $35 million in commission paid correctly and on time, with statements available online to producer partners.
• Hundreds of users managed including: Agents, agencies, brokers, support personnel and vendors.

Want to know more about Human Asset Streaming™? Find out how you can make your most valuable assets available and put them to work without ever leaving your CRM. Enable each and every person you do business with to work more efficiently and close more prospects! more