LHD Benefit Advisors Case Study | RELAYTO

LHD Benefit Advisors: Transforming Benefits Communications with RELAYTO CASE STUDY Discover how LHD Benefit Advisors revolutionized their benefits communications strategy, transitioning from PDFs to interactive digital guides.

Problem BEFORE RELAYTO LHD Benefit Advisors, a leading employee benefits broker in Indiana, was struggling to maintain its market position. Despite serving over 200 clients, their client service model was facing challenges. Slow response times, limited accessibility, and a lack of personalized attention were hindering their ability to meet client needs effectively. With four major competitors vying for the title of "Indiana's largest benefits firm," LHD needed to differentiate itself. The risk was real: potential clients could be swayed by firms that offered superior customer experience. Furthermore, employee disengagement with benefits posed a threat to client satisfaction.

LHD’s Goals BEFORE RELAYTO Create interactive, digital benefit guides accessible to employees and their families , replacing traditional PDFs with engaging, website-like experiences. Facilitate year-round employee education and engagement with benefits information beyond the open enrollment period. Streamline the RFP process with an AI-powered platform, allowing potential clients to easily search and interact with LHD's proposals. Scale content creation for 200+ clients by enabling non-technical staff to produce high-quality, interactive experiences using customizable templates .

We can't just print off an employee benefits guide anymore, physically hand those out and expect everybody to read through it, understand, enroll, and have no questions. There are questions constantly coming in throughout the entire year. People need to be able to access their benefit guide and the details about their plan. Really, throughout the entire year, especially outside those open enrollment months. They need to be able to access that quickly and easily and be able to find what they're looking for .” Whitney Boyer, CMO of “

Outpacing Competitors AFTER RELAYTO When LHD Benefit Advisors partnered with RELAYTO, they didn't just adopt a new platform — they upgraded their entire approach to benefits communication. Within months, LHD progressed from struggling with cumbersome PDFs to effortlessly creating over 200 interactive digital benefit guides during their busiest renewal period. The impact was immediate and far-reaching. Prospects, once overwhelmed by 50-page RFPs, now engaged directly with LHD's proposals through an intuitive AI-powered interface . The AI Chat feature became an unexpected hero , not only for employees seeking quick answers but also for HR teams who found themselves able to respond to complex queries in minutes rather than hours. Perhaps most tellingly, LHD's competitors began attempting to emulate their approach — a clear sign that RELAYTO had helped position LHD at the forefront of the industry. As Whitney Boyer, LHD's CMO, expressed it, "RELAYTO is putting us in that position" of being "one step ahead of our competitors."

Key Results AFTER RELAYTO Improved Client Acquisition Prospects praised LHD's innovative presentation, citing it as a key factor in their decision to work with the company. Flawless organization with Hubs LHD centralized plan documents and compliance information in an easily accessible hubs for clients and employees. Enhanced Employee Engagement Analytics revealed which benefit topics employees were most interested in, enabling more targeted education efforts. Increased Marketing Efficiency The platform allowed tracking of engagement with gated content, directly measuring lead generation. Streamlined HR Support HR teams could quickly answer employee questions using the AI Chat feature, reducing time spent searching through documents. Competitive Differentiation LHD positioned itself as an industry leader, with competitors now trying to emulate their innovative approach.

See how RELAYTO is changing Employee Benefits I'm LOVING RELAYTO. We have a whole company using it for multiple purposes. It’s a major differentiator when we’re prospecting and we’ve won multiple clients who specifically call out our marketing materials and employee benefits education delivery.” Whitney Boyer, CMO of “