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In competitive benefits markets, claiming to be tech-forward isn't enough to win new business. Large firms will spend anything to win a deal—and their service levels set the bar everyone else gets measured against. When going head-to-head with brokers who positioned themselves as technology leaders, Mammoth Insurance Solutions needed more than promises. With a lean team and little time to spare, they had to fundamentally change the way they were working to create a client experience that could differentiate in crowded markets.
Spreading quotes or producing benefit guides traditionally took 12+ hours per week. Multiple rounds of review, handoffs between team members, a maze of spreadsheets and decks—the friction felt endless. With their hands full of these tedious, manual processes, they were limited in their ability to take on new business and deliver the kind of modern experience employers expect.
Pain points at a glance:
These bottlenecks affected both internal renewal workflows and the client-facing materials that won (or lost) new business.
Planyear changed the math entirely. Document Intelligence accurately pulls plan parameters enabling Mammoth to generate clean, reliable benefit guides without the multiple review cycles their old process demanded. What used to require half a day—or more—now takes under an hour.
Planyear's AI-powered PDF ingestion is highly accurate, allowing us to generate clean, reliable benefit guides with minimal risk of errors," the team explains. "Under our prior process, this work required multiple rounds of reviews and handoffs between team members, followed by a final quality check. That friction is largely eliminated." Brian Lacher CEO, Mammoth Insurance Solutions
With Planyear, teams can create custom benefits microsites in minutes. What used to be a premium, high-end service is now available to every firm. Once employees get used to self-service answers and plan recommendations, it's hard to go back.
The efficiency gains extended to renewals too. Workflows that previously required multiple rounds of review can now be done in minutes, enabling the team to overcome the challenge of the busy renewal season. Not only do they do this work efficiently, but they are able to collaborate with their clients in a high tech way.
“This faster turnaround doesn’t just save time—it fundamentally changes our capacity. We can quickly move from one project to the next, take on additional groups with similar effective dates, and scale our client-to-consultant ratio without sacrificing quality or adding headcount. Planyear gives us the operational confidence to grow aggressively while maintaining consistency, accuracy, and a polished client experience.”
Prospects are asking for these elevated experiences. It’s table stakes.
During one client meeting, the prospect made it clear—they expected benefits communications that matched the tech-forward experience their employees got everywhere else.
Most brokers would need days—or weeks—to deliver something comparable. Mammoth built the microsite before the next meeting. Employees could self-navigate to exactly what mattered to them. No 40-page slide deck. They won the deal.
The entire benefit guide and microsite took approximately 30 minutes to build—turning what would have been a scramble into a same-day deliverable.
“We proactively introduce Planyear in all key prospect and client discussions as a core part of how Mammoth delivers smarter, more modern benefits solutions. It allows us to run more effective and organized RFPs, present renewals in a clearer and more digestible format, model costs dynamically in real time, and significantly improve how benefits are communicated to employees.”
Planyear elevated the quality of deliverables, reinforced Mammoth’s tech-forward positioning, and created meaningful efficiency gains—making it a clear driver of both client satisfaction and competitive advantage.
This is what AI adoption actually looks like in insurance—not replacing human expertise, but eliminating the gap between what small teams can deliver and what large firms have always had the resources to do. For employers evaluating their broker relationships, the question isn't about firm size anymore. It's about who's already there.
SOLUTION AT-A-GLANCE
The faster turnaround allows them to handle more clients. Mammoth can move quickly from one project to the next, take on additional groups with similar effective dates, and grow their book of business without sacrificing quality to compete with larger firms.
What continues to surprise the Mammoth team is how many California brokers still aren't meaningfully leveraging technology. Against traditional brokers, Mammoth outperforms manual, static approaches. Against "tech-forward" competitors with deeper pockets? Mammoth matches the deliverable quality—and wins on strategy and service.
"Ultimately, Planyear helps us differentiate Mammoth by delivering a more transparent, efficient, and engaging experience for employers—one that consistently stands out in a crowded and competitive market."
IMPACT AT-A-GLANCE
Increased capacity to pursue new business without compromising service.
Mammoth Insurance Solutions, out of Los Angeles, CA, specializes in employee benefits and group health insurance for employers ranging from 2 to 500+ employees. They combine personalized, high-touch service with modern technology to help organizations navigate plan design, cost control, and employee support across the full benefits lifecycle.
In competitive benefits markets, claiming to be tech-forward isn't enough to win new business. Large firms will spend anything to win a deal—and their service levels set the bar everyone else gets measured against. When going head-to-head with brokers who positioned themselves as technology leaders, Mammoth Insurance Solutions needed more than promises. With a lean team and little time to spare, they had to fundamentally change the way they were working to create a client experience that could differentiate in crowded markets.
Spreading quotes or producing benefit guides traditionally took 12+ hours per week. Multiple rounds of review, handoffs between team members, a maze of spreadsheets and decks—the friction felt endless. With their hands full of these tedious, manual processes, they were limited in their ability to take on new business and deliver the kind of modern experience employers expect.
Pain points at a glance:
These bottlenecks affected both internal renewal workflows and the client-facing materials that won (or lost) new business.
Planyear changed the math entirely. Document Intelligence accurately pulls plan parameters enabling Mammoth to generate clean, reliable benefit guides without the multiple review cycles their old process demanded. What used to require half a day—or more—now takes under an hour.
Planyear's AI-powered PDF ingestion is highly accurate, allowing us to generate clean, reliable benefit guides with minimal risk of errors," the team explains. "Under our prior process, this work required multiple rounds of reviews and handoffs between team members, followed by a final quality check. That friction is largely eliminated." Brian Lacher CEO, Mammoth Insurance Solutions
With Planyear, teams can create custom benefits microsites in minutes. What used to be a premium, high-end service is now available to every firm. Once employees get used to self-service answers and plan recommendations, it's hard to go back.
The efficiency gains extended to renewals too. Workflows that previously required multiple rounds of review can now be done in minutes, enabling the team to overcome the challenge of the busy renewal season. Not only do they do this work efficiently, but they are able to collaborate with their clients in a high tech way.
“This faster turnaround doesn’t just save time—it fundamentally changes our capacity. We can quickly move from one project to the next, take on additional groups with similar effective dates, and scale our client-to-consultant ratio without sacrificing quality or adding headcount. Planyear gives us the operational confidence to grow aggressively while maintaining consistency, accuracy, and a polished client experience.”
Prospects are asking for these elevated experiences. It’s table stakes.
During one client meeting, the prospect made it clear—they expected benefits communications that matched the tech-forward experience their employees got everywhere else.
Most brokers would need days—or weeks—to deliver something comparable. Mammoth built the microsite before the next meeting. Employees could self-navigate to exactly what mattered to them. No 40-page slide deck. They won the deal.
The entire benefit guide and microsite took approximately 30 minutes to build—turning what would have been a scramble into a same-day deliverable.
“We proactively introduce Planyear in all key prospect and client discussions as a core part of how Mammoth delivers smarter, more modern benefits solutions. It allows us to run more effective and organized RFPs, present renewals in a clearer and more digestible format, model costs dynamically in real time, and significantly improve how benefits are communicated to employees.”
Planyear elevated the quality of deliverables, reinforced Mammoth’s tech-forward positioning, and created meaningful efficiency gains—making it a clear driver of both client satisfaction and competitive advantage.
This is what AI adoption actually looks like in insurance—not replacing human expertise, but eliminating the gap between what small teams can deliver and what large firms have always had the resources to do. For employers evaluating their broker relationships, the question isn't about firm size anymore. It's about who's already there.
SOLUTION AT-A-GLANCE
The faster turnaround allows them to handle more clients. Mammoth can move quickly from one project to the next, take on additional groups with similar effective dates, and grow their book of business without sacrificing quality to compete with larger firms.
What continues to surprise the Mammoth team is how many California brokers still aren't meaningfully leveraging technology. Against traditional brokers, Mammoth outperforms manual, static approaches. Against "tech-forward" competitors with deeper pockets? Mammoth matches the deliverable quality—and wins on strategy and service.
"Ultimately, Planyear helps us differentiate Mammoth by delivering a more transparent, efficient, and engaging experience for employers—one that consistently stands out in a crowded and competitive market."
IMPACT AT-A-GLANCE
Increased capacity to pursue new business without compromising service.
Mammoth Insurance Solutions, out of Los Angeles, CA, specializes in employee benefits and group health insurance for employers ranging from 2 to 500+ employees. They combine personalized, high-touch service with modern technology to help organizations navigate plan design, cost control, and employee support across the full benefits lifecycle.
In competitive benefits markets, claiming to be tech-forward isn't enough to win new business. Large firms will spend anything to win a deal—and their service levels set the bar everyone else gets measured against. When going head-to-head with brokers who positioned themselves as technology leaders, Mammoth Insurance Solutions needed more than promises. With a lean team and little time to spare, they had to fundamentally change the way they were working to create a client experience that could differentiate in crowded markets.
Spreading quotes or producing benefit guides traditionally took 12+ hours per week. Multiple rounds of review, handoffs between team members, a maze of spreadsheets and decks—the friction felt endless. With their hands full of these tedious, manual processes, they were limited in their ability to take on new business and deliver the kind of modern experience employers expect.
Pain points at a glance:
These bottlenecks affected both internal renewal workflows and the client-facing materials that won (or lost) new business.
Planyear changed the math entirely. Document Intelligence accurately pulls plan parameters enabling Mammoth to generate clean, reliable benefit guides without the multiple review cycles their old process demanded. What used to require half a day—or more—now takes under an hour.
Planyear's AI-powered PDF ingestion is highly accurate, allowing us to generate clean, reliable benefit guides with minimal risk of errors," the team explains. "Under our prior process, this work required multiple rounds of reviews and handoffs between team members, followed by a final quality check. That friction is largely eliminated." Brian Lacher CEO, Mammoth Insurance Solutions
With Planyear, teams can create custom benefits microsites in minutes. What used to be a premium, high-end service is now available to every firm. Once employees get used to self-service answers and plan recommendations, it's hard to go back.
The efficiency gains extended to renewals too. Workflows that previously required multiple rounds of review can now be done in minutes, enabling the team to overcome the challenge of the busy renewal season. Not only do they do this work efficiently, but they are able to collaborate with their clients in a high tech way.
“This faster turnaround doesn’t just save time—it fundamentally changes our capacity. We can quickly move from one project to the next, take on additional groups with similar effective dates, and scale our client-to-consultant ratio without sacrificing quality or adding headcount. Planyear gives us the operational confidence to grow aggressively while maintaining consistency, accuracy, and a polished client experience.”
Prospects are asking for these elevated experiences. It’s table stakes.
During one client meeting, the prospect made it clear—they expected benefits communications that matched the tech-forward experience their employees got everywhere else.
Most brokers would need days—or weeks—to deliver something comparable. Mammoth built the microsite before the next meeting. Employees could self-navigate to exactly what mattered to them. No 40-page slide deck. They won the deal.
The entire benefit guide and microsite took approximately 30 minutes to build—turning what would have been a scramble into a same-day deliverable.
“We proactively introduce Planyear in all key prospect and client discussions as a core part of how Mammoth delivers smarter, more modern benefits solutions. It allows us to run more effective and organized RFPs, present renewals in a clearer and more digestible format, model costs dynamically in real time, and significantly improve how benefits are communicated to employees.”
Planyear elevated the quality of deliverables, reinforced Mammoth’s tech-forward positioning, and created meaningful efficiency gains—making it a clear driver of both client satisfaction and competitive advantage.
This is what AI adoption actually looks like in insurance—not replacing human expertise, but eliminating the gap between what small teams can deliver and what large firms have always had the resources to do. For employers evaluating their broker relationships, the question isn't about firm size anymore. It's about who's already there.
SOLUTION AT-A-GLANCE
The faster turnaround allows them to handle more clients. Mammoth can move quickly from one project to the next, take on additional groups with similar effective dates, and grow their book of business without sacrificing quality to compete with larger firms.
What continues to surprise the Mammoth team is how many California brokers still aren't meaningfully leveraging technology. Against traditional brokers, Mammoth outperforms manual, static approaches. Against "tech-forward" competitors with deeper pockets? Mammoth matches the deliverable quality—and wins on strategy and service.
"Ultimately, Planyear helps us differentiate Mammoth by delivering a more transparent, efficient, and engaging experience for employers—one that consistently stands out in a crowded and competitive market."
IMPACT AT-A-GLANCE
Increased capacity to pursue new business without compromising service.
Mammoth Insurance Solutions, out of Los Angeles, CA, specializes in employee benefits and group health insurance for employers ranging from 2 to 500+ employees. They combine personalized, high-touch service with modern technology to help organizations navigate plan design, cost control, and employee support across the full benefits lifecycle.
