Case Study Partner: Beneficial Solutions Location: Naperville, IL Brokerage Focus: Employee Benefits HR Services/Consulting Wellness Programs Success With: Sales Cloud Client Cloud Content Cloud Background Since 1991, Beneficial Solutions has been working with small and mid-sized fi rms to build robust employee benefits packag- es. Rick Aspan joined Beneficial Solutions a fter 15+ years in the corporate HR world, with the goal of helping advance Beneficial Solution’s mission of being a trusted partner who brings greater value to the broker-client relationship. Rick quickly recognized the potential of Zywave’s solutions and realized they needed to get more out of their products. Solutions Benefi cial Solutions decided to upgrade to several of Zywave’s Clouds—Content Cloud, Sales Clo

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