Portfolio
BlockForms
Making employee-benefits enrollment easier to understand and sell.
Making employee-benefits enrollment easier to understand and sell.
BlockForms offered insurance brokers a way to move from repeated paperwork to a connected digital intake process. Its value depended on making a different workflow easy to understand: collect client information once, then apply it across multiple carrier forms. TWG built the sales story around that practical change, showing what would be different for brokers and their clients.
TWG developed a concise sales story and collateral that made the workflow visible. Rather than lead with a long feature list, the material walked buyers through selecting provider forms, collecting client data, reviewing and signing, and submitting completed documents.
Program evidence: The collateral connected that workflow with broker priorities such as team efficiency, client experience, and reuse of information at renewal. It gave the team a repeatable way to explain the application in sales conversations and follow-up materials, connecting the software’s functions with the work buyers needed to simplify.
Capabilities: Brand and Positioning · Content and Visibility
