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JDM Benefits faced a common yet critical challenge in the competitive employee benefits marketplace: how to win business from prospects who had grown accustomed to their current broker's technology solutions.
The firm was pursuing a nearly 200-employee client who made it clear from the first conversation that technology wasn't optional. The prospect refused to lose the employer and employee-facing tools their current broker provided, including an employer portal, billing reconciliation, and a mobile app with member ID cards. Without matching or exceeding these capabilities, JDM had no chance of winning the business.
For JDM Benefits, this wasn't just about one deal. It represented a broader shift in the market where technology had become table stakes for broker selection.
When Jamie learned that technology was a requirement for broker consideration, he turned to Planyear. What began as a necessity to compete quickly became a strategic advantage.
"I had no chance of winning this deal without PlanYear. It was made clear to me during my initial conversation that I must have a technology solution for the prospect to consider a broker change so I turned to the PlanYear team and the feedback from the client was extremely positive."
-JAMIE SCHUTZER, SENIOR PARTNER, JDM BENEFITS
JDM partnered with Planyear to create a solution that didn't just match what the client's previous broker provided—it exceeded it. The comprehensive platform delivered an elevated employer and employee experience that immediately addressed the prospect's key requirements while adding capabilities they hadn't experienced before.
EMPLOYER PORTAL
Centralized access to all benefits-related information with collaboration capabilities for key workflows like contribution modeling
BRANDED BENEFITS MICROSITE
Interactive, web-based benefits guide containing all plan information and related company policies, accessible year-round
PROVIDER SEARCH TOOL AND PLAN RECOMMENDATION ENGINE
Easy verification of in-network doctors plus decisioning support with personalized estimates of total care costs for each plan
DIGITAL ID CARDS
Immediate access to medical, dental, and vision ID cards on web and mobile—no waiting for physical cards in the mail
REDUCED HR WORKLOAD
Employee experience features resulted in significantly fewer benefits-related questions during open enrollment compared to previous years
The partnership between JDM Benefits and Planyear provided a comprehensive solution that created the stickiness needed for long-term client retention.
The impact was immediate and measurable. Jamie won the business over the incumbent broker, securing a nearly 200-employee client that represented meaningful annual revenue for the firm.
But the true value extended far beyond the initial win. With Planyear's solution, JDM provides an elevated employer and employee experience that creates genuine stickiness, positioning Jamie to retain the client for years to come. The platform didn't just help win the deal—it fundamentally changed how JDM delivers value.
Clients experienced smoother open enrollment periods with fewer HR team questions. Employees gained year-round access to their benefits information through an intuitive digital experience. And JDM established itself as a forward-thinking broker partner capable of delivering enterprise-level technology alongside personalized service.
JDM Benefits, founded in 1993 in White Plains, NY, specializes in employee benefits solutions and insurance services. Since 2020, they operate as "JDM Benefits, an Alera Group Company," combining personalized service with national resources to help organizations navigate the complexities of employee benefits.
JDM Benefits faced a common yet critical challenge in the competitive employee benefits marketplace: how to win business from prospects who had grown accustomed to their current broker's technology solutions.
The firm was pursuing a nearly 200-employee client who made it clear from the first conversation that technology wasn't optional. The prospect refused to lose the employer and employee-facing tools their current broker provided, including an employer portal, billing reconciliation, and a mobile app with member ID cards. Without matching or exceeding these capabilities, JDM had no chance of winning the business.
For JDM Benefits, this wasn't just about one deal. It represented a broader shift in the market where technology had become table stakes for broker selection.
When Jamie learned that technology was a requirement for broker consideration, he turned to Planyear. What began as a necessity to compete quickly became a strategic advantage.
"I had no chance of winning this deal without PlanYear. It was made clear to me during my initial conversation that I must have a technology solution for the prospect to consider a broker change so I turned to the PlanYear team and the feedback from the client was extremely positive."
-JAMIE SCHUTZER, SENIOR PARTNER, JDM BENEFITS
JDM partnered with Planyear to create a solution that didn't just match what the client's previous broker provided—it exceeded it. The comprehensive platform delivered an elevated employer and employee experience that immediately addressed the prospect's key requirements while adding capabilities they hadn't experienced before.
EMPLOYER PORTAL
Centralized access to all benefits-related information with collaboration capabilities for key workflows like contribution modeling
BRANDED BENEFITS MICROSITE
Interactive, web-based benefits guide containing all plan information and related company policies, accessible year-round
PROVIDER SEARCH TOOL AND PLAN RECOMMENDATION ENGINE
Easy verification of in-network doctors plus decisioning support with personalized estimates of total care costs for each plan
DIGITAL ID CARDS
Immediate access to medical, dental, and vision ID cards on web and mobile—no waiting for physical cards in the mail
REDUCED HR WORKLOAD
Employee experience features resulted in significantly fewer benefits-related questions during open enrollment compared to previous years
The partnership between JDM Benefits and Planyear provided a comprehensive solution that created the stickiness needed for long-term client retention.
The impact was immediate and measurable. Jamie won the business over the incumbent broker, securing a nearly 200-employee client that represented meaningful annual revenue for the firm.
But the true value extended far beyond the initial win. With Planyear's solution, JDM provides an elevated employer and employee experience that creates genuine stickiness, positioning Jamie to retain the client for years to come. The platform didn't just help win the deal—it fundamentally changed how JDM delivers value.
Clients experienced smoother open enrollment periods with fewer HR team questions. Employees gained year-round access to their benefits information through an intuitive digital experience. And JDM established itself as a forward-thinking broker partner capable of delivering enterprise-level technology alongside personalized service.
JDM Benefits, founded in 1993 in White Plains, NY, specializes in employee benefits solutions and insurance services. Since 2020, they operate as "JDM Benefits, an Alera Group Company," combining personalized service with national resources to help organizations navigate the complexities of employee benefits.
JDM Benefits faced a common yet critical challenge in the competitive employee benefits marketplace: how to win business from prospects who had grown accustomed to their current broker's technology solutions.
The firm was pursuing a nearly 200-employee client who made it clear from the first conversation that technology wasn't optional. The prospect refused to lose the employer and employee-facing tools their current broker provided, including an employer portal, billing reconciliation, and a mobile app with member ID cards. Without matching or exceeding these capabilities, JDM had no chance of winning the business.
For JDM Benefits, this wasn't just about one deal. It represented a broader shift in the market where technology had become table stakes for broker selection.
When Jamie learned that technology was a requirement for broker consideration, he turned to Planyear. What began as a necessity to compete quickly became a strategic advantage.
"I had no chance of winning this deal without PlanYear. It was made clear to me during my initial conversation that I must have a technology solution for the prospect to consider a broker change so I turned to the PlanYear team and the feedback from the client was extremely positive."
-JAMIE SCHUTZER, SENIOR PARTNER, JDM BENEFITS
JDM partnered with Planyear to create a solution that didn't just match what the client's previous broker provided—it exceeded it. The comprehensive platform delivered an elevated employer and employee experience that immediately addressed the prospect's key requirements while adding capabilities they hadn't experienced before.
EMPLOYER PORTAL
Centralized access to all benefits-related information with collaboration capabilities for key workflows like contribution modeling
BRANDED BENEFITS MICROSITE
Interactive, web-based benefits guide containing all plan information and related company policies, accessible year-round
PROVIDER SEARCH TOOL AND PLAN RECOMMENDATION ENGINE
Easy verification of in-network doctors plus decisioning support with personalized estimates of total care costs for each plan
DIGITAL ID CARDS
Immediate access to medical, dental, and vision ID cards on web and mobile—no waiting for physical cards in the mail
REDUCED HR WORKLOAD
Employee experience features resulted in significantly fewer benefits-related questions during open enrollment compared to previous years
The partnership between JDM Benefits and Planyear provided a comprehensive solution that created the stickiness needed for long-term client retention.
The impact was immediate and measurable. Jamie won the business over the incumbent broker, securing a nearly 200-employee client that represented meaningful annual revenue for the firm.
But the true value extended far beyond the initial win. With Planyear's solution, JDM provides an elevated employer and employee experience that creates genuine stickiness, positioning Jamie to retain the client for years to come. The platform didn't just help win the deal—it fundamentally changed how JDM delivers value.
Clients experienced smoother open enrollment periods with fewer HR team questions. Employees gained year-round access to their benefits information through an intuitive digital experience. And JDM established itself as a forward-thinking broker partner capable of delivering enterprise-level technology alongside personalized service.
JDM Benefits, founded in 1993 in White Plains, NY, specializes in employee benefits solutions and insurance services. Since 2020, they operate as "JDM Benefits, an Alera Group Company," combining personalized service with national resources to help organizations navigate the complexities of employee benefits.
