Foundation Partners scales customer service across 12 markets using AI Conversation Expert. This drives CSAT scores up to 99%, boosts QA by 7 points, and unlocks nearly $100K in extra monthly profit per market.
How My Benefits, LLC transforms retirement planning with RingCentral AI and App Gallery
Region
Americas
Company size
20–99
Industry
Professional Services
Products used
Key integrations
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.
More to explore
Neighborly unified 30+ brands via RingCentral RingEX and Events. By replacing legacy sprawl with a unified cloud platform and virtual stage, they now host high-impact training for thousands of service experts with zero downtime
Gate6 utilized the RingCentral Open Platform and App Connect to embed RingEX directly into ServiceNow. This integration automates call logging and recording uploads, significantly boosting agent performance.
Loyally transformed its growth trajectory by launching custom CTI integrations for GoHighLevel and Freshdesk on the RingCentral App Gallery, leading to a 400% increase in recurring revenue.
Using RingCentral App Gallery to integrate ServiceNow and Microsoft Teams into RingCX, this European IT leader unified five global service centers, achieving a 90% response rate under 30 seconds through automated routing.
Discover how Trojan Recruitment Group is ensuring every call is answered – even after hours – with RingCentral. Trojan also plans to leverage RingCentral’s AI capabilities for future business innovations.