
Customer Success Story
Wendy Barnes, Personalized Benefit Solutions
Customer Profile
Name: Wendy Barnes
Company: Personalized Insurance Solutions
Role: Insurance Broker
Industry Experience: 39 years, 2 years using UPC
The Challenge
As a veteran broker with nearly four decades of experience, Wendy faced several challenges in providing comprehensive employee benefits:
- Limited pet care options – Previous pet insurance solutions were too costly for employee adoption
- Employee retention focus – Need to offer diverse, affordable benefits to keep employees satisfied
- Market accessibility – Employees needed benefits they couldn’t access individually
- Administrative efficiency – Required solutions that integrate smoothly with existing benefits administration
Why UPC Was the Right Fit
Key Differentiators
- Discount-based model rather than costly insurance premiums
- No pre-existing condition exclusions – universal employee access
- Affordable pricing that encourages actual employee participation
- Payroll deduction capability for seamless administration
- Workplace integration designed for group benefits
Contrast to Previous Solutions
Wendy had previously offered a traditional pet insurance plan that failed due to:
- High cost barriers preventing employee enrollment
- Complex insurance processes
- Limited adoption rates making it unsustainable

I like that you feed into Ease, makes my life simple. It’s nice to have an added benefit that is not something that people may be able to afford on the outside market.”
Results & Impact
Implementation Success
- Quick setup process – Average 2-week implementation timeline
- Smooth integration with existing benefits administration
- No technical friction from UPC’s side during setup
Client & Employee Satisfaction
- Zero negative feedback from clients regarding the UPC offering
- Enhanced benefits portfolio providing employees access to benefits unavailable in individual market
- Improved employee satisfaction through expanded voluntary benefit options
Broker Business Value
- Simplified administration – UPC integrates into existing workflow
- Client retention tool – Additional benefit option to keep employees happy
- Competitive differentiation – Unique offering in benefits presentations
Operational Benefits
- Streamlined integration with existing systems
- Efficient setup and onboarding process
- Straightforward administration requirements