Customer story: Brio Benefit Consulting

“One of the main reasons we’re using FlippingBook is to make sure employees are communicated to in a way that they understand, in a way they want to be communicated to.”
Jordan Cohen
Jordan Cohen
Strategy Manager at Brio Benefit Consulting
Customer story: Brio Benefit Consulting

How Brio Benefit Consulting Uses Technology to Better Communicate Employee Benefits with FlippingBook

An innovative employee benefit brokerage and advisor, Brio Benefit Consulting (Brio) serves clients across the United States. The company’s modern approach to employee benefits technology allows it to bend industry standards, thus providing out-of-the-box solutions to their clients.


Initially the company was creating traditional paper Benefit Guides to be distributed to their clients’ employees. While that was the go-to business model for most insurance brokers – and still is for some today – Brio realized it had become counterproductive. According to Jordan Cohen, Strategy Manager at the company, printed Benefit Guides were an inefficient tool for benefits communication. They were expensive to produce and could be easily tossed aside.

Printing can be a big expense to employers, but most paper copies get thrown in the garbage. So we decided to send guides out via email or post them on the company intranet.

Brio started developing their progressive approach to employee benefits back in 2004. It was then that they decided to become a benefit brokerage/consulting firm. They became a one-stop-shop for their clients, offering healthcare packages to employers and educating employees about their options.

We advise and educate clients on what benefit plans make the most sense for them, what to charge their employees, and what additional benefits their employees may be interested in. But we’re also the broker, meaning that we sell the benefits as well.

The company actively sought out ways to overcome the main challenge in the industry – communicating benefits to employees in a way they preferred. By meeting with their clients once every quarter, holding presentations and regular phone calls, Brio managed to solve part of the problem.

However, in order to ensure every single employee was happy with the way benefits were communicated to them, the company had to offer Benefit Guides in a variety of different formats. So they were always on the lookout for exciting, cutting-edge solutions.

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Obviously, Brio couldn’t step away from printing altogether, as some of the company’s clients still preferred physical copies. But with the world and the industry gradually transforming, the majority of employers and employees wanted to go digital. Brio’s first move in that direction was the PDF format.

We would send out PDF guides and put them up on our clients’ benefits websites or portals. It helped us get away from printing.

Every Benefit Guide was generated with special employee benefits software where Brio could input client information and receive a ready PDF. It could then be tweaked as needed. That approach worked well, but some clients requested more advanced employee benefits technology for their guides.

We looked into FlippingBook after coming across their name. We thought it would be a great fit for our clients’ needs, even if they themselves didn’t know they needed it yet. Communication is always changing and we do our best to stay on top of the latest trends.


Brio’s clients appreciated the renewed digital format of their Benefit Guides. The documents could be easily emailed to employees or embedded on internal benefits portals, so the necessary information was always at hand. Available as direct links, the documents replaced heavy attachments and expensive print copies.

Once we showed FlippingBook to our clients, they were happy to no longer have their Benefit Guides in the PDF format, but in a newer, nicer flipping format.

Also, for successful benefits communication, the company’s guides had to be easy to access. Brio wanted to make sure Benefit Guides were available to every employee, even if they lived and worked in rural areas. Luckily, digital Benefit Guides could be accessed on any desktop or mobile device. So whenever an employee needed to catch up on their benefits information, they could view it online – at the office, at home, or on a long commute. And if they wanted a paper copy to go with their digital guide, they could easily print one on their own.

Whenever someone wants to print a guide made with FlippingBook, they can just click a button within the document. It’s fast and easy.


Brio incorporates a variety of state-of-the-art tools in the creation of Benefit Guides for their clients. Progressive and tech-savvy, the company tries to get employers on board with technology as well. That’s why Brio encourages more and more clients to provide their employees with digital Benefit Guides in the FlippingBook format.

We will continue to use FlippingBook for Benefit Guides, and I think we’re going to bring more and more clients onto the platform. It’s all about them feeling good, because people can view their guides anytime, anywhere.

Client satisfaction is always Brio’s primary concern. And with FlippingBook, the company can give employers what they seek: an efficient and creative way to communicate employee benefits. The sleek look and the comfortable viewing experience that FlippingBook provides is what Brio’s clients always appreciate. The format sets Brio apart from traditional insurance brokers.

A lot of our employer groups like the concept of how their guides look and feel, especially on mobile phones. It’s easier for people to read than scrolling through multiple pages. It’s more like you’re reading from a Kindle than a PDF.

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