01
Linked client work
Prospects and cases keep ownership, history and the next action together.
Innovating Insurance
Services
System view · Fictional dataServices
Case study / Innovating Insurance ServicesInsurance · Five-person agency
An insurance agency.
One operational backbone.
Innovating Insurance Services had client conversations, follow-ups and group-benefits work spread across separate tools. We built one workspace for prospects, cases, communications, tasks and employer groups, so staff can pick up the full history and the owner can see what needs attention.
- Client records show the owner, status and next step.
- Calls, messages and tasks stay connected to the same work.
- Group coverage, members and contribution calculations live together.
The agency system
Step inside the agency system.
Follow a client request, review the team’s next steps, and work through group benefits.
All clients, companies, messages, plans and numbers shown here are fictional.
The starting point
The work was there. The context was scattered.
Carrier work competed with callbacks
Time spent speaking to carriers competed with time available to return client calls.
Handoffs meant rebuilding the history
Colleagues had to piece together the conversation, the owner and what should happen next.
Group benefits needed more than contacts
Rates, dependents and contribution rules made employer coverage a separate layer of administration.
What we delivered
One client story, from request to resolution.
02
Communications and follow-up
Messages, call reviews and due tasks stay attached to the client request.
Innovating Insurance
Services
System view · Fictional dataServices
Jamie Parker · conversation & follow-up
Clients
Email / SMS
Renewal review
Email / SMS
Renewal review
Can we arrange a renewal callback on Friday?
Sample email · linked case C2Next task
Schedule renewal callback · Jordan Ellis
03
Group-benefits administration
Members, chosen coverage and employer contributions share one group workspace.
Innovating Insurance
Services
System view · Fictional dataServices
Groups / Northfield Studio
Northfield Studio
Active · G1 · Renewal 2026-10-20Medical · EnabledDental · EnabledVision · EnabledLife · Enabled
Medical preview · USD/month
| Member / benefit | Monthly rate | Employer | Employee |
|---|---|---|---|
| Alex Rowan Medical | $700.00 | $400.00 | $300.00 |
| Sam Quinn Medical | $1,000.00 | $400.00 | $600.00 |
| Reese Foster Medical · Waived | $0.00 | $0.00 | $0.00 |
Medical premiums
$1,700.00Medical employer share
$800.00Medical employee share
$900.00Sample rates, not insurance quotes. Medical: 80% of the base plan. Dental: 50% of contribution basis. Family rates are twice employee-only rates. Employer share is capped at the selected premium; waived coverage costs zero.
04
Owner visibility
Open cases, overdue work and upcoming renewals can be reviewed by advisor.
Innovating Insurance
Services
System view · Fictional dataServices
Operations Command Centre
Open cases8
Overdue tasks3
Callbacks to review3
Advisor workload · Tasks · Approaching renewals
The calculation details matter.
An 80% contribution based on a $500 base plan is $400, even when an employee chooses a $700 plan. The employee pays $300 per month, or $138.46 on a biweekly schedule. The demo keeps monthly premiums separate from payroll deductions, makes dependent contribution assumptions explicit, and caps the employer share at the chosen premium. These are fictional examples, not insurance quotes or universal carrier rules.
How we worked
Built with the people doing the work.
Staff walkthroughs helped shape the record, inbox, task and group-benefits workflows. We tested calculation examples against the team’s rate sheets and refined the fields and flows through iterative feedback.
The practical change
The next person can pick up the work.
Handoff and context
BeforeHistory pieced together across tools
BuiltA linked record with conversations and activity
Next-action ownership
BeforeFollow-ups kept in separate notes
BuiltAn assigned task, due date and completion state
Group administration
BeforeRates and roster details handled separately
BuiltCoverage, members and contribution calculations together
Specific capabilities delivered. Measured time savings and financial results are not claimed; this demonstration does not establish live integration reliability or phone outcomes.
Your team’s work deserves a connected system.
Tell us where client work gets stuck. We’ll review your tools and process, then explain what we would build.
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This case study describes work performed by SkillGroup. SkillGroup is independent and not affiliated with or endorsed by Innovating Insurance Services. Company and product names are the property of their respective owners.