01Work
Kindred Benefits
Group benefits brokerage. Sells to employers of 25 to 400 people. US Southeast.
- What changed
- Renewal conversations opened 90 days out
- Sells to
- Employers of 25 to 400 people
- Industry
- Group benefits brokerage
- Region
- US Southeast
Renewal calendar90 days out
Manufacturer, 180 livesDay 90 sent
Clinic group, 60 livesMeeting set
3PL, 240 livesDay 60 sent
Contractor, 95 livesOne-pager sent
Sample board produced by Corvanta
02Situation
Where it started.
Renewal season was a scramble every year. The firm looked like every national broker, which is a hard place to win from.
What we made
- A renewal-in-90-days campaign with a date attached to every step.
- Industry one-pagers for manufacturers, clinics and logistics.
- A page that says what the firm actually does in the fourth quarter.
How AI was used
AI produced the one-pagers and the renewal sequence from plan documents and the questions HR asks. A principal reviews anything that touches plan design or compliance.
“HR forwarded the one-pager. That never happened with our old deck.”
Nina Cole
Principal
Kindred Benefits