Client Spotlights

Balanced Growth has worked with Modern Woodmen since 2012 on an array of operational, technology and strategic initiatives. This year, Modern Woodmen is embarking on a long-term strategic planning process. The organization asked Balanced Growth to provide insights as an input to the strategy and to participate in the annual board retreat. Learn more about this partnership in our client spotlight, Navigating Strategic Horizons.

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The American Venous Forum (AVF) was experiencing high turnover of association management firms - ultimately leading to unstable membership numbers and finances. In 2018, BG was hired by the AVF to assess the situation and develop a strategy that would effectively change the course the AVF had been on. Read more about the organizational turnaround and new initiatives that were the result of this initial partnership in our client spotlight, Operational Support for Sustained Growth. 

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We are excited to be part of announcing the official new name of one of our longest-standing clients. As of this week, American Enterprise Group is officially Wellabe.

Since 2016, Balanced Growth and Wellabe have partnered on an array of initiatives covering all four of BG's service areas: Strategy, Operations, Innovation and Implementation. Together, we envisioned and implemented an Operational and Technology Strategy to maximize efficiency; create a modern, digital customer experience; and maximize the value of data as an asset. Together, we created the Strategic Framework for evaluating partnerships and acquisitions. Together, we devised the strategy to maximize the value of Wellabe's Agency (American Republic). Together, we imagined and implemented an innovation strategy through the formation of Wellabe Ventures, which we have featured as a client spotlight.

Our success is measured by the achievements of our clients and we are honored to share this historic news about Wellabe.

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Balanced Growth worked with the UMass Memorial Health Division of Vascular and Endovascular Surgery on a strategic plan. During this process, BG interviewed the team members of the Division, administered a survey, reviewed extensive background information, and conducted a strategic planning retreat. Together, BG and the Division worked to create a strategic plan to guide the next stage of growth and excellence for the Division.

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As a member-owned fraternal benefit life insurance company, BetterLife’s mission is to help its members protect their families’ financial futures, build better lives, and better their communities. Using a proven, four-phased approach for strategic planning, Balanced Growth worked with BetterLife to help it become what it set out to be – a different kind of life insurance company. To learn more, read the Client Spotlight HERE.

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As a member-owned, not-for-profit provider, GBU Life focuses on “protection plus purpose.” GBU specializes in life insurance and annuity products to protect families and anchor retirements. In addition to meeting high industry standards and taking great pride in their satisfied employees, GBU enables its members to give back to their communities. Balanced Growth was charged with creating and implementing an Operations and Technology Strategy for the enterprise. The result has been leveraging technology to enable future aspirations to grow, creating efficiencies, eliminating processing bottlenecks, and delivering high quality service.

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Client Spotlight: American Enterprise Ventures

 

To keep up with the rapid pace of technological advancement in the insurance space, Balanced Growth worked with American Enterprise Group (AEG) on a strategic innovation journey resulting in the formation of American Enterprise Ventures by creating a culture of innovation. Be sure to read our newest 4 page spotlight to see how the results of the implemented innovations are designed to help AEG's businesses and customers while creating investment returns for AE Ventures.

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Client Spotlight CFL & CUF

 

Balanced Growth helped Catholic Financial Life (CFL) and Catholic United Financial (CUF) join forces on a groundbreaking technology initiative to drive more innovation and collaboration in life insurnance markets. Conventus Now is the resulting joint venture between the two BG clients. Jeff Piotrowski, Managing Director of Conventus NOW expressed, “The Balanced Growth team was invaluable in the joint venture and platform vendor evaluation process. They brought structure, expertise and industry knowledge to our efforts that resulted in a better outcome than we could have achieved alone.”

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Client Spotlight HealthChildren.org

 

HealthyChildren.org is the parenting website backed by the 67‚Äč,000 pediatricians of the American Academy of Pediatrics (AAP). The AAP is committed to the attainment of optimal physical, mental, and social health and well-being for all infants, children, adolescents, and young adults. Balanced Growth served as the Strategic Consultant and Program Leader for the strategy, design, development, and deployment of HealthyChildren.org. The site was successfully launched to a worldwide audience in only 9 months. Mark Del Monte, CEO of the AAP, shared "The success of the HealthyChildren.org exceeded our more far-reaching exceptions. As we celebrate 10 years of giving the best pediatrician-powered advice for families, we thank Balanced Growth for the instrumental role they played in envisioning the strategy and leading the implementation of HealthyChildren.org. Jason Bordui and the BG team were as passionate about the success of this initiative as we were."

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Client Spotlight AVF

The American Venous Forum (AVF) has been a client of Balanced Growth (BG) since 2018. Since working together, the AVF has achieved an organizational turnaround, thus enabling growth even during the COVID-19 pandemic. The  turnaround was achieved by working together as a team which included the AVF Executive Committee, the AVF Board of Directors and BG’s team. Dr. Elna Masuda, the AVF past president explains, “In Hawaii, the Hawaiian term “Lokahi” refers to the value of teamwork, collaboration and cooperation and means when people work together they can achieve more.  Teamwork is the framework which Balanced Growth has fostered and embedded in our culture, and they continue to be an integral part of the success of American Venous Forum as we continue to strive to achieve even more”.

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