Customer Testimonial

Client- The Mattress Firm

Problem - The client’s current broker at the time was a local Property & Casualty agency. The client was experiencing many problems including-

• Lack of communications

 o Would not return phone calls, many times it would take over two days or a required second call from the client. Due to the importance of the information requests and or questions, client had to track calls and issues for resolution

• The termination run-out costs of the plan were not explained to the client.

• The plan funding mechanism was outdated thus causing the client to absorb more costs than needed.

Solution - Solution - Peliton implemented a solution that addressed the following-

• Single point of contact with an experienced Account Executive

• A complete analysis of the termination costs were clarified

• Implemented an updated funding method

Results - • Client recognized an increased profitability

• Improved communications has allowed client to focus on more strategic initiatives that drive revenue

• Reduction in termination fees by Peliton represents over 20% in terminal cost savings

• The updated funding method resulted in approximately a 10% overall cost savings

Summary - net results for The Mattress Firm is by partnering with Peliton, they are now able to focus on their business.