Case study
Client profile
Industry: Utilities
Size: 44 employees
Location: Texas
Lincoln products and services: Life, voluntary life, voluntary short-term disability, long-term disability, dental, vision
The Cason Group worked with another carrier that didn’t support its broker and the constant issues they faced, resulting in a severely delayed 12-month implementation process. The issues included:
The broker’s frustration led him to seek a carrier with a reliable, transparent and efficient implementation process, plus strong partnership efficiencies with Employee Navigator.
The Cason Group and its broker saw significant improvements in efficiency, accuracy and implementation speed.
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:
This guide provided step-by-step guidance for building Lincoln plans quickly and accurately. It helped:
For a faster setup and use, Lincoln plan templates offered predefined standards and employee education content. They allowed the broker to:
Source: The Cason Group interview, April 2025.
Privacy | Legal | ©2025 Lincoln National Corporation
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.
Case studies illustrate the types of financial issues faced by our customers. This case study is based on actual results and/or experiences of a particular customer; identifying information has been changed and/or omitted to protect the customer’s privacy. Every situation is different, and goals may not always be achieved.
The Cason Group is not an affiliate of Lincoln Financial.
LCN-8227087-072925
10/25 Z09
Order code: GP-LSMS-IDE001
Case study
Client profile
Industry: Utilities
Size: 44 employees
Location: Texas
Lincoln products and services: Life, voluntary life, voluntary short-term disability, long-term disability, dental, vision
The Cason Group worked with another carrier that didn’t support its broker and the constant issues they faced, resulting in a severely delayed 12-month implementation process. The issues included:
The broker’s frustration led him to seek a carrier with a reliable, transparent and efficient implementation process, plus strong partnership efficiencies with Employee Navigator.
The Cason Group and its broker saw significant improvements in efficiency, accuracy and implementation speed.
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:
This guide provided step-by-step guidance for building Lincoln plans quickly and accurately. It helped:
For a faster setup and use, Lincoln plan templates offered predefined standards and employee education content. They allowed the broker to:
Source: The Cason Group interview, April 2025.
Privacy | Legal | ©2025 Lincoln National Corporation
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.
Case studies illustrate the types of financial issues faced by our customers. This case study is based on actual results and/or experiences of a particular customer; identifying information has been changed and/or omitted to protect the customer’s privacy. Every situation is different, and goals may not always be achieved.
The Cason Group is not an affiliate of Lincoln Financial.
LCN-8227087-072925
10/25 Z09
Order code: GP-LSMS-IDE001
Case study
Client profile
Industry: Utilities
Size: 44 employees
Location: Texas
Lincoln products and services: Life, voluntary life, voluntary short-term disability, long-term disability, dental, vision
The Cason Group worked with another carrier that didn’t support its broker and the constant issues they faced, resulting in a severely delayed 12-month implementation process. The issues included:
The broker’s frustration led him to seek a carrier with a reliable, transparent and efficient implementation process, plus strong partnership efficiencies with Employee Navigator.
The Cason Group and its broker saw significant improvements in efficiency, accuracy and implementation speed.
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:
This guide provided step-by-step guidance for building Lincoln plans quickly and accurately. It helped:
For a faster setup and use, Lincoln plan templates offered predefined standards and employee education content. They allowed the broker to:
Source: The Cason Group interview, April 2025.
Privacy | Legal | ©2025 Lincoln National Corporation
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.
Case studies illustrate the types of financial issues faced by our customers. This case study is based on actual results and/or experiences of a particular customer; identifying information has been changed and/or omitted to protect the customer’s privacy. Every situation is different, and goals may not always be achieved.
The Cason Group is not an affiliate of Lincoln Financial.
LCN-8227087-072925
10/25 Z09
Order code: GP-LSMS-IDE001
Case study
Client profile
Industry: Utilities
Size: 44 employees
Location: Texas
Lincoln products and services: Life, voluntary life, voluntary short-term disability, long-term disability, dental, vision
The Cason Group worked with another carrier that didn’t support its broker and the constant issues they faced, resulting in a severely delayed 12-month implementation process. The issues included:
The broker’s frustration led him to seek a carrier with a reliable, transparent and efficient implementation process, plus strong partnership efficiencies with Employee Navigator
The Cason Group and its broker saw significant improvements in efficiency, accuracy and implementation speed.
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:
This guide provided step-by-step guidance for building Lincoln plans quickly and accurately. It helped:
For a faster setup and use, Lincoln plan templates offered predefined standards and employee education content. They allowed the broker to:
Source: The Cason Group interview, April 2025.
Privacy | Legal | ©2025 Lincoln National Corporation
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.
Case studies illustrate the types of financial issues faced by our customers. This case study is based on actual results and/or experiences of a particular customer; identifying information has been changed and/or omitted to protect the customer’s privacy. Every situation is different, and goals may not always be achieved.
The Cason Group is not an affiliate of Lincoln Financial.
LCN-8227087-072925
10/25 Z09
Order code: GP-LSMS-IDE001