Now there’s room to grow™

Now there’s room to grow™

Case Study

Makosi partners with CBIZ Marks Paneth to transform its EBP services

CBIZ Marks Paneth came to Makosi needing support as they faced challenges with new software, new systems, and creating a high quality EBP product as a result of a recent merger.

Makosi partners with CBIZ Marks Paneth to transform its EBP services

CBIZ Marks Paneth had recently merged which meant that teams were facing a learning curve with new software, new systems and the goal of creating a better EBP product. The company needed hands-on support to ensure that its team could meet these challenges and improve both capability and revenue. CBIZ Marks Paneth reached out to Makosi towards the end of 2022 with a very clear objective – to collaborate as a team in the Employee Benefits Division and help overcome some ongoing challenges. The CBIZ Marks Paneth wanted to give its full-time employees an opportunity to catch their breath after time consuming Assurance busy season and asked Makosi to step in and support the team by removing a lot of the pressure and giving them time off to spend with their families and find the true meaning of work-life balance.

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