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Insurance & Employee BenefitsSourced

Case Study: How Reliance Matrix built enrollment presentations 3x faster with Bigtincan

Reliance Matrix Case StudySourced & dated by Case Study Desk
Key facts · TL;DR
Company
Reliance Matrix
Industry
Insurance & Employee Benefits
Challenge
Open enrollment authoring was slow and manual
Headline result
AI-assisted authoring cut presentation time from 4 hours to 1 hour

Key results

4h to 1h
presentation authoring time
roughly 3x faster
131
Brainsharks created for 291 clients
in 2024

The challenge

During open enrollment season, a 6-to-8-week annual stretch, Reliance Matrix spent significant time creating enrollment presentations, with authoring taking roughly 4 hours per document. The manual process strained the team during its busiest period.

The solution

Reliance Matrix adopted Bigtincan Readiness with AuthoringAI to automate content creation, add multilingual translation, and track engagement through microsites and text campaigns.

Having content authoring and AI tools that automate some of the process is a significant relief.

UW
Urania Wynperle
Enrollment Solutions Manager, Reliance Matrix

The results, in context

Presentation authoring time dropped from about 4 hours to 1 hour on average, roughly 3x faster, and the team created 131 Brainsharks for 291 clients in 2024. Figures are quoted from Bigtincan's published Reliance Matrix customer story and dated.

Products used

Bigtincan Bigtincan Readiness (Brainshark)Bigtincan AuthoringAI