Overview
My Benefits, LLC modernizes its client communications by transitioning from manual call documentation and time-consuming call reviews to RingCentral’s AI-first unified platform. This move solves chronic gaps between client conversations and their CRM system — ending the cycle of teams rebuilding context from scratch on every call. Pairing AI Virtual Assistant (AVA), AI Conversation Expert (ACE), and the App Gallery’s Salesforce integration with RingEX, My Benefits, LLC automates call summaries, coaches team for better client experiences, and delivers faster, more informed service to their clients.
We've saved a lot of time through AVA and ACE, simply because we're standing on the shoulders of each previous customer experience, instead of trying to rebuild it from the ground up each time.
John Starr
President
About our customer
My Benefits LLC, based in the Southeast, is a leading third-party retirement plan administration firm serving plan sponsors and financial advisors across the region. The company drafts retirement plan documents, manages compliance, and helps deliver real financial outcomes for employees.
The challenge: Starting every client interaction from scratch
My Benefits, LLC faced a disconnected communication system — requiring the team to manually document every client call and update the CRM. With no way to review or audit those conversations, training staff and tracking client communication trends was nearly impossible.
- Manual note-taking: With no automated way to capture call details, the team had to balance active listening with real-time documentation — making it easy for important details to slip through.
- No CRM integration: Without a direct connection to Salesforce, call details had to be logged manually — a time-consuming process prone to gaps, inconsistencies, and missed context.
- No call tracking or coaching insights: Without a way to review or audit 100% of calls, there was no way to identify communication trends, train staff, or improve client interactions over time.
The solution and ROI: Enhancing the retirement planning experience with an AI-first cloud strategy
To overcome a manual communication workflow, My Benefits, LLC implemented a unified cloud platform. By leveraging AI-powered automation with RingEX, they modernize client communication, strengthen team coaching, and recapture lost productivity.
The implementation of the RingCentral product suite delivers the following results:
- AVA automatically generates a summary after every client call — capturing key details in real time so nothing gets missed.
- RingCentral App Gallery provides a Salesforce integration, syncing each call summary directly to the right client record — giving the whole team instant visibility into every interaction.
- ACE builds customizable call trackers that turn real conversations into structured coaching and staff development opportunities.
What’s next for My Benefits, LLC
John Starr and his team have their sights set on AI Receptionist (AIR) as the next step in their RingCentral journey — giving financial advisors and clients direct, real-time answers to their common questions without waiting for a live agent.
As the team grows into their AI-first platform, each conversation becomes a building block — deepening client knowledge, sharpening staff communication, and raising the bar on service delivery. For a firm built on helping people secure their financial futures, RingCentral's technology isn't just a communication tool — it's how My Benefits, LLC delivers on that promise at scale.
To learn more about our customer, visit My Benefits, LLC.
