Partnering with RELAYTO, Alex, and the team helped propel our insurance agency, leading to significant growth since we've been using the platform. This success prompted us to start a separate company, Meridian Software Services, to introduce RELAYTO to other peer groups, including insurance brokerage firms, insurance carriers, and general agents. From Insurance to Multi-Industry Success with RELAYTO Meridian’s annual revenue grew by 60% year-over-year after adopting RELAYTO. Tom credits this to their enhanced communication packages, which differentiate them in educating employees about benefits. The ability to quickly create standardized, customizable presentations helped Meridian scale operations and serve a growing client base, making RELAYTO a key driver of their growth. “ Tom Clements President of Meridian Software Services Employee Benefit Consultant at Meridian Risk Management
Meridian Co-Founder Review | Case Study Page 3 Page 5