Meridian Co-Founder Review | Case Study

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

Problem Meridian Risk Management is a top risk management and insurance brokerage in New York. As the insurance landscape evolved, they faced the challenge of communicating complex employee benefits digitally. The industry’s reliance on paper-heavy presentations and in-person meetings led to poor engagement. With client expectations shifting towards more accessible content, Meridian sought a platform to digitize and enhance their materials, making complex information interactive without disrupting established processes. Tom Clements President of Meridian Software Services, Employee Benefit Consultant at Meridian Risk Management “ As we all know, insurance is complicated. We've leveraged the RELAYTO platform to streamline the education process as much as possible, allowing employees and dependents to self-serve their way to more information.

Meridian’s Goals Transform static benefit guides into 24/7 accessible digital experiences, enhancing employee engagement through interactive, multimedia content. Scale their communication strategy across 30-40 clients without proportionally increasing staff or resources, using cloneable, customizable templates. Improve the speed and efficiency of content creation to support Meridian's 60% year-over-year revenue growth by standardizing and replicating customized client materials at scale. Use data analytics to show increased engagement with benefit guides over traditional methods, reaching more employees and decision-makers in the benefits process.

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

Revenue Growth Achieved an average annual revenue growth rate of 60% year-over-year since adopting RELAYTO Client Retention Through Innovation 15-20% of existing clients adopted RELAYTO for their own use after experiencing its effectiveness through Meridian's presentations. Operational Efficiency AI-powered self-service resolves benefit queries faster, providing real-time answers and simultaneous searches across all content hubs. Enhanced Data-Driven Decision Making Analytics showed a 30% increase in engagement with benefit presentations, enabling more targeted future communications. Key Results

Our clients really appreciate the functionality—uninterrupted business operations, the ability to reach additional stakeholders in the decision-making process, and, most importantly, the back-end analytics. It's no longer just us telling them that we're being more impactful than shutting down business operations. We can show them the data. For example, traditionally, in person, they would collect a list of employees who attended the meetings. Then, the next year, after pivoting to RELAYTO's platform, we showed a 30% increase in the number of attendees going through the presentation." Tom Clements President of Meridian Software Services Employee Benefit Consultant at Meridian Risk Management “ See how RELAYTO is changing Employee Benefits