Redesigning employee benefits with Financial Services Cloud
Discover how a top insurer teamed up with Zennify to transform employee benefits with Financial Services Cloud—driving efficiency and seamless usability.
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Breaking free from outdated systems
When our client, a nationally ranked insurance company, approached us, they were facing challenges common in the employee benefits sector. They were using outdated systems—two disparate platforms that lacked effective integration. Their team struggled with clunky interfaces and limited functionality, leading to fragmented customer data, error-prone manual processes, and low user adoption.
Transforming operations with a data and user-first approach
The Employee Benefits team recognized an opportunity to significantly improve their operations. They envisioned a system that could consolidate processes, eliminate redundancies, and, most importantly, empower their employees to serve clients more effectively.
“We knew we needed to move forward. Our systems were holding us back, and we needed a solution that could elevate our workflow, improve data quality, and give us the efficiency we were missing,” said their EVP of National Benefit Operations
The Zennify Solution
Core functionality delivered
Plan Management, Carrier Contact Management, Revenue Tracking, Compliance Oversight
User experience tools
Omnistudio, LWC, APEX, Metadata Library, Custom Templates
Automation focus
Policy Onboarding, Renewals, Cancellations, Financial Calculations, Document Generation
Legacy systems replaced
Two siloed platforms with limited usability and low adoption
Strategy
Working closely with the client, Zennify designed a unified, automated solution using Financial Services Cloud, and Omniscript. Our goal was to simplify everything: users could manage plan details, compliance, projects, revenues, and carrier contacts—all in one place, all on Salesforce.
- Unified Experience: A single Salesforce platform replaced siloed tools, giving employees a full view of plan and client data in one place.
- End-to-End Automation: Key workflows, from onboarding to renewals, were automated to reduce errors, save time, and improve consistency.
- Intuitive by Design: A streamlined interface guides users through tasks, with built-in tools that boost accuracy and ease of use.
The key was making it intuitive and data-driven, so employees spent less time managing systems and more time on delivering value to clients.
Results that speak for themselves
improvement in data completeness
increase in user adoption
boost in team efficiency
