Meridian + RELAYTO | Case Study

FromCustomerToStrategic Reseller: Meridian Risk ManagementCaseStudy HowRelaytoRevolutionizedAn InsuranceAgency,AndHowTheResults LedToTheStartOfA NewBusiness "We firmly believe in this product, and our goal as a reseller is to work with the RELAYTO team to introduce the platform to the SMB market at scale, so others can experience the same growth and success we've had with the technology,” Tom Clements Meridian Software Services Co-Founder, President

The Challenge The Solution The Result Improve competitive win rates for Digital experiences heavily differentiate 80% increase in company’s complex sales (Static PDFs didn’t from competition & ‘WOW’ prospects revenue over 12 months (17x the stand out) Applications of the platform lend industry average growth rate) themselves across many use-cases Overwhelmingly text-heavy and Material shared with customers & Increased customer engagement, difficult to navigate deliverables prospects is now interactive & digestible satisfaction, and retention Support remote selling interactions Leave-behind presentations with audio Time spent traveling for in person in a digital/post-COVID world can replace ancillary meetings & calls meetings reduced significantly Turnaround time for website updates Internal website build slow and costly Experiences can be embedded is now immediate, keeping site fresh directly into existing webpages & up to date No engagement insight Deep analytics Deeperunderstandingofcustomer and prospects’ focus

Meridian Risk Management RELAYTO Examples OpenEnrollmentPresentation OpenEnrollmentGuide PEOMarketAnalytics (EmbeddedonWebpage) AgencyOverview Member Experience