Lasso Unlimited

Work · Case study

Independent benefits brokerage

A new benefits brokerage, fully operational ahead of its launch date.

  • Websites & Apps
  • Business Technology
  • Ai Scan
  • Ongoing Support

At a glance

  • Client

    An independent, owner-led employee benefits brokerage.

  • Starting point

    A new firm, about 150 client relationships, and a fixed start date.

  • Result

    Fully operational ahead of schedule.

The situation

The founder was leaving an established firm to open his own brokerage, and about 150 client relationships were moving with him. His start date was fixed.

He needed a professional website, and he needed every system the business would run on, from email and phones to secure document handling, working before his first day. He was doing it on his own, without an IT department to lean on.

The approach

We treated the launch as one project instead of a string of separate purchases from separate vendors.

Essentials first. Everything he needed to serve clients on day one came first. Improvements came after.

The business owns everything. Every account, subscription, and recovery method is in the firm’s name. We work through our own authorized access.

The work

  • Website

    Designed and built from the firm’s brand guide, with clear positioning, service pages covering the benefits lifecycle, and a contact path that keeps sensitive client records out of the web form.

  • Email and phone

    Microsoft 365 and branded email on the firm’s domain, a shared support mailbox, email authentication so messages reach inboxes, and a business number that rings on his laptop and mobile.

  • Equipment and software

    The right equipment for how he works, from his laptop to his monitor and printer, set up with Office, Adobe, remote support, and a business password manager.

  • Files and client documents

    A SharePoint structure built to repeat across about 150 client accounts, organized by client and plan year, plus a secure, tested way for clients to upload sensitive documents.

  • Security

    Device encryption with the recovery key stored safely, a Microsoft security baseline, multi-factor sign-in, and encrypted email for sensitive information.

  • Ongoing support

    Troubleshooting, new needs as the firm grows, and reviews of licenses and subscriptions so the firm pays only for what it uses.

ResultFully operational ahead of schedule

The firm opened with a live website, branded email and phone, the right equipment, organized client files, and a secure way to exchange sensitive documents, all in its own name. We continue as its technology partner.

Launch checklist
✓Website live
✓Branded email and phone
✓Equipment set up and secured
✓Client files organized
✓Secure document intake

Why it worked

One accountable partner. Website, email, phones, equipment, and security were planned together, so nothing fell between vendors.

Built around ownership. The founder holds the keys to every system, which keeps the business in control as it grows.

Launch first, then layer. The essentials were ready on time, and improvements followed in a planned order.

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