The Winchester Group

Customer Success

The Winchester Group

Differentiate your agency with a better way to present benefit plan options

  • The Winchester Insurance Logo

    Headquarters: Winchester, VA
    Employees: 20+
    Offices: 1

  • 2002


  • 2

    Years as an Applied Customer

The search for a way to stand out in a competitive market

After the Affordable Care Act went into effect, The Winchester Group made a decision to be “all in” on employee benefits. It was critical to stand out in the competitive northeast market, so The Winchester Group (TWG) sought a solution to differentiate themselves and provide maximum value to clients.

When I go up against a competitor, Applied Benefits Designer makes my plan feel more professional and easier to illustrate options.

John McGraw

Employee Benefits Advisor


A dynamic tool to quickly secure more new and renewal business

Applied Benefits Designer is a modern solution that enables benefits agents to model and compare various benefit plan options in real time to guide clients to the right decisions – all in one meeting. With Applied Benefits Designer, you can generate beautiful proposals in minutes, then guide on-the-spot conversations to quickly finalize medical, Rx and ancillary plan selections. The solution eliminates time-consuming spreadsheets and static presentations so you can differentiate your interactions with clients and increase efficiency, accuracy, and level of client support.

Explore Software Leveraged

  • Simple line icon of a laptop with two application screens open on the desktop

    Applied Benefits Designer

    Dynamically evaluate competitive healthcare plans in real time.

    Explore Solution


More sales with personalized proposals in minutes

According to John McGraw, Employee Benefits Advisor at TWG, the Applied Benefits Designer has helped them differentiate. Using the solution, he won three new clients in just one quarter. “When I go up against a competitor, Applied Benefits Designer makes my plan feel more professional and easier to illustrate options,” shared McGraw. McGraw felt that Applied really put TWG over the top. “The incumbent broker didn’t have the kind of technology we offered, or the level of detail we could provide with Applied Benefits Designer,” said McGraw.

McGraw also shared that having the Applied Benefits Designer allows him to truly tailor renewal meetings based on the individual client. Some clients just want a high-level snapshot of their options. For those renewals, he will print out Applied Benefits Designer reports to discuss during the meeting. For clients who want more detail, they’ve loved the ability to explore plan design options and contribution strategies in real time.

The Applied Benefits Designer has been an invaluable asset with small employer groups, a significant niche for TWG. “When a small business is making a decision to offer employee benefits for the first time, they often aren’t sure of budget, contribution strategies or plan design,” said McGraw. “Using the Applied Benefits Designer, I can sit with them in real time and explore all their options.”

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