Case study:

Broker support that saved time and increased efficiency

Client profile

Industry: Utilities

Size: 44 employees

Location: Texas

Lincoln products and services: Life, voluntary life, voluntary short-term disability, long-term disability, dental, and vision

The need

The Cason Group worked with another carrier that didn’t support its broker with the constant issues they faced, resulting in a severely delayed 12-month implementation process. The issues included:

Poor data exchange and failed EDI file feeds
Incorrect plan builds and rate setups
Frequent billing discrepancies that required extensive corrections
Significant delays due to back-and-forth communications

The broker’s frustration led him to seek a carrier with a reliable, transparent, and efficient implementation process as well as strong partnership efficiencies with Employee Navigator.

Results

The Cason Group and its broker saw significant improvements in efficiency, accuracy, and implementation speed.

Time savings and improved efficiency for brokers

2 — 3 business days eliminated in case setup by using the Lincoln Plan Build Guide
10 — 60 minutes saved per case by reducing errors in age-based rate settings by using the Lincoln Plan Build Guide
3 – 5 hours saved through streamlined implementation and responsive communication
60 to 90 minutes saved during plan setup by using Marketplace Plans

The Lincoln solution

With Lincoln’s LincSmart® tech integration with Employee Navigator and guidance resources, the broker confidently set up the plan and gained new efficiencies. For example, data exchange allowed The Cason Group to exchange files through EDI on one file. The broker also used the following LincSmart’s broker tools to simplify the setup process:

Plan Build Guide

This guide provided step-by-step guidance for building Lincoln plans quickly and accurately. It helped:

Eliminate delays in rate settings by providing critical details upfront (e.g., age-based rates, rounding rules)
Reduce errors and rework, preventing the need for later corrections
Speed up case releases by ensuring all rate settings were accurate before implementation

Marketplace Plans

For a faster setup and use, Lincoln plan templates offered predefined standards and employee education content. They allowed the broker to:

Streamline setup with prewritten benefits descriptions
Improve accuracy and ensure clean, error-free product delivery
Save 60 to 90 minutes per setup by eliminating the need to manually create the plans

Source: The Cason Group interview, April 2025.

Insurance products are issued by The Lincoln National Life Insurance Company, Fort Wayne, IN, which does not solicit business in New York, nor is it licensed to do so. In New York, insurance products are issued by Lincoln Life & Annuity Company of New York, Syracuse, NY. Both are Lincoln Financial companies. Product availability and/or features may vary by state. Limitations and exclusions apply.

The Cason Group is not an affiliate of Lincoln Financial.

LCN-8227087-072925

9/25 Z08

Order code: GP-LSMS-IDE001

Case study:

Broker support that saved time and increased efficiency

Client profile

Industry: Utilities

Size: 44 employees

Location: Texas

Lincoln products and services: Life, voluntary life, voluntary short-term disability, long-term disability, dental, and vision

The need

The Cason Group worked with another carrier that didn’t support its broker with the constant issues they faced, resulting in a severely delayed 12-month implementation process. The issues included:

Poor data exchange and failed EDI file feeds
Incorrect plan builds and rate setups
Frequent billing discrepancies that required extensive corrections
Significant delays due to back-and-forth communications

The broker’s frustration led him to seek a carrier with a reliable, transparent, and efficient implementation process as well as strong partnership efficiencies with Employee Navigator.

Results

The Cason Group and its broker saw significant improvements in efficiency, accuracy, and implementation speed.

Time savings and improved efficiency for brokers

2 — 3 business days eliminated in case setup by using the Lincoln Plan Build Guide
10 — 60 minutes saved per case by reducing errors in age-based rate settings by using the Lincoln Plan Build Guide
3 – 5 hours saved through streamlined implementation and responsive communication
60 to 90 minutes saved during plan setup by using Marketplace Plans

The Lincoln solution

Plan Build Guide

This guide provided step-by-step guidance for building Lincoln plans quickly and accurately. It helped:

Eliminate delays in rate settings by providing critical details upfront (e.g., age-based rates, rounding rules)
Reduce errors and rework, preventing the need for later corrections
Speed up case releases by ensuring all rate settings were accurate before implementation

Marketplace Plans

For a faster setup and use, Lincoln plan templates offered predefined standards and employee education content. They allowed the broker to:

Streamline setup with prewritten benefits descriptions
Improve accuracy and ensure clean, error-free product delivery
Save 60 to 90 minutes per setup by eliminating the need to manually create the plans

Source: The Cason Group interview, April 2025.

The Cason Group is not an affiliate of Lincoln Financial.

LCN-8227087-072925

9/25 Z08

Order code: GP-LSMS-IDE001

Case study:

Broker support that saved time and increased efficiency

Client profile

Industry: Utilities

Size: 44 employees

Location: Texas

Lincoln products and services: Life, voluntary life, voluntary short-term disability, long-term disability, dental, and vision

The need

The Cason Group worked with another carrier that didn’t support its broker with the constant issues they faced, resulting in a severely delayed 12-month implementation process. The issues included:

Poor data exchange and failed EDI file feeds
Incorrect plan builds and rate setups
Frequent billing discrepancies that required extensive corrections
Significant delays due to back-and-forth communications

The broker’s frustration led him to seek a carrier with a reliable, transparent, and efficient implementation process as well as strong partnership efficiencies with Employee Navigator.

Results

The Cason Group and its broker saw significant improvements in efficiency, accuracy, and implementation speed.

Time savings and improved efficiency for brokers

2 — 3 business days eliminated in case setup by using the Lincoln Plan Build Guide
10 — 60 minutes saved per case by reducing errors in age-based rate settings by using the Lincoln Plan Build Guide
3 – 5 hours saved through streamlined implementation and responsive communication
60 to 90 minutes saved during plan setup by using Marketplace Plans

The Lincoln solution

Plan Build Guide

This guide provided step-by-step guidance for building Lincoln plans quickly and accurately. It helped:

Eliminate delays in rate settings by providing critical details upfront (e.g., age-based rates, rounding rules)
Reduce errors and rework, preventing the need for later corrections
Speed up case releases by ensuring all rate settings were accurate before implementation

Marketplace Plans

For a faster setup and use, Lincoln plan templates offered predefined standards and employee education content. They allowed the broker to:

Streamline setup with prewritten benefits descriptions
Improve accuracy and ensure clean, error-free product delivery
Save 60 to 90 minutes per setup by eliminating the need to manually create the plans

Source: The Cason Group interview, April 2025.

The Cason Group is not an affiliate of Lincoln Financial.

LCN-8227087-072925

9/25 Z08

Order code: GP-LSMS-IDE001

Case study:

Broker support that saved time and increased efficiency

Client profile

Industry: Utilities

Size: 44 employees

Location: Texas

Lincoln products and services: Life, voluntary life, voluntary short-term disability, long-term disability, dental, and vision

The need

The Cason Group worked with another carrier that didn’t support its broker with the constant issues they faced, resulting in a severely delayed 12-month implementation process. The issues included:

Poor data exchange and failed EDI file feeds
Incorrect plan builds and rate setups
Frequent billing discrepancies that required extensive corrections
Significant delays due to back-and-forth communications

The broker’s frustration led him to seek a carrier with a reliable, transparent, and efficient implementation process as well as strong partnership efficiencies with Employee Navigator

Results

The Cason Group and its broker saw significant improvements in efficiency, accuracy, and implementation speed.

Time savings and improved efficiency for brokers

2 — 3 business days eliminated in case setup by using the Lincoln Plan Build Guide
10 — 60 minutes saved per case by reducing errors in age-based rate settings by using the Lincoln Plan Build Guide
3 – 5 hours saved through streamlined implementation and responsive communication
60 to 90 minutes saved during plan setup by using Marketplace Plans

The Lincoln solution

Plan Build Guide

This guide provided step-by-step guidance for building Lincoln plans quickly and accurately. It helped:

Eliminate delays in rate settings by providing critical details upfront (e.g., age-based rates, rounding rules)
Reduce errors and rework, preventing the need for later corrections
Speed up case releases by ensuring all rate settings were accurate before implementation

Marketplace Plans

For a faster setup and use, Lincoln plan templates offered predefined standards and employee education content. They allowed the broker to:

Streamline setup with prewritten benefits descriptions
Improve accuracy and ensure clean, error-free product delivery
Save 60 to 90 minutes per setup by eliminating the need to manually create the plans

Source: The Cason Group interview, April 2025.

The Cason Group is not an affiliate of Lincoln Financial.

LCN-8227087-072925

9/25 Z08

Order code: GP-LSMS-IDE001