Woodruff Sawyer Brings Account Managers Back to Benefits

One of the top insurance brokers in the nation—and one of the largest privately-held firms in the West—Woodruff Sawyer lives its “unwavering commitment to service excellence” by doing all it can to elate every client.

Situation

What does it take to give genuine value—the kind of value that goes beyond a catchphrase? At Woodruff Sawyer, one of the top-ranked benefits brokerage firms in the country, giving value means focusing not on results for every quarter, but on results for every customer.

The 90-year-old firm continues to thrive by empowering its employees to make quick, strategic decisions. Woodruff Sawyer employees are really entrepreneurs in disguise.

It’s this collaborative and entrepreneurial spirit that allows the firm to attract the best employees. Employees who, in turn, attract the best clients.

Woodruff Sawyer’s clients count on the firm’s account managers to help them overcome tough challenges. Challenges like rising healthcare costs, regulatory changes, and increasing employee retention.

Challenge

In 2007, Woodruff Sawyer identified a challenge of its own. Account managers, in an effort to put clients first, were spending too much time creating and customizing their clients’ in-house benefits materials.

Time spent creating benefits communications materials was time spent not helping clients solve the tougher problems.

Just as account managers leveraged their expertise in designing and administering client benefits programs, they needed a way to leverage creating clients’ benefits materials. The wheel reinvention era had come to an end.

Account managers wanted to get back to benefits—instead of writing about them. And without compromising on quality.

Solution

Woodruff Sawyer turned to Benz Communications to help them get back to benefits.

By helping Woodruff Sawyer create a set of structured document templates—including a Benefits Guide, cover letters, and meeting presentations—Benz Communications not only freed up account managers’ time, but also helped them give their clients better materials than ever before.

Results

Clients raved, account managers raved, employees raved. These consistent benefits materials consistently took less time to create, while making a long-lasting impact.

Best of all, account managers could get back to the work they loved: Empowering their clients by providing top-quality benefits programs.