Backed by People and Technology: Exciting Changes at Michigan Planners

At Michigan Planners, our commitment to serving you with the best possible employee benefits solutions drives everything we do. This year, we are thrilled to announce several behind-the-scenes advancements designed to enhance our services and streamline our processes. These changes reflect our dedication to leveraging cutting-edge technology and industry expertise to better support our valued customers.

Salesforce CRM Implementation

To ensure our teams are unified and our processes are seamless, we are transitioning to Salesforce as our Customer Relationship Management (CRM) system. This move will bring all our teams onto a single platform, improving communication, efficiency, and the overall customer experience. With Salesforce, we can better track interactions, manage customer data, and provide more personalized service.

Enhanced Security with Keeper

Your security is our priority. That's why we've implemented Keeper, a leading password management and protection solution. Keeper enhances our ability to secure sensitive information, ensuring that your data is protected with the highest level of security available. This addition helps us maintain the trust you've placed in us by safeguarding your personal and professional information.

Growing Our Team with Industry Experts

We are expanding our team to offer even more robust support. Our new team members bring a wealth of industry experience, allowing us to provide deeper insights and more comprehensive solutions tailored to your needs. This growth ensures that we continue to meet and exceed your expectations with knowledgeable and dedicated service.

Partnering with Gradient AI

In our continuous effort to enhance our services, we've partnered with Gradient AI to gain better claims data insights. This collaboration allows us to utilize advanced artificial intelligence to analyze claims data more effectively, ultimately leading to more informed decisions and improved outcomes for you. Want to learn more about this exciting partnership? Reach out to us and request the recording of our recent webinar on this topic.

Expanding Medicare Solutions and Partnerships

We understand the importance of providing comprehensive coverage at every stage of life. That's why we're growing our Medicare solutions and forming strategic partnerships to offer robust options for you and your employees. Our expanding Medicare offerings ensure that retirees and those nearing retirement have access to the best possible plans and support. By partnering with top Medicare providers, we can deliver tailored solutions that meet the unique needs of every individual, ensuring peace of mind and security for the future.

Looking Ahead: More Innovations on the Horizon

We are constantly exploring new ways to improve our offerings and stay ahead of industry trends. More advancements are in the works, and we can't wait to share them with you. Stay tuned for updates as we continue to innovate and enhance our services.

At Michigan Planners, we are people focused and backed by technology providing you with the best possible support. These updates are just a few of the ways we are working to ensure that you receive the highest level of service and security. Thank you for being a valued part of the Michigan Planners family.

For any questions or to learn more about our latest advancements, don't hesitate to reach out. We're here to help and support you every step of the way.