For Charlie and his team, this isn’t just about handling requests—it’s about ensuring seamless operations in the face of shifting demands and seasonal pressures.

What started as a small team of 10 quickly grew in under a year. Now, MOXI has a total of 37 employees deployed to manage multiple functions for said PEO company. “As we demonstrated our value, the scope of our support broadened,” Charlie shares. “Today, they trust us to manage their benefits administration, sales, marketing, brokerage, and more.”

MOXI’s journey is not without challenges. In the early days of their partnership with this client, Charlie and his team inherited a disorganized system left behind by their client’s previous solutions provider. There was no operational structure, no reliable data management, and no processes in place. But where others saw problems, Charlie’s team saw potential. “We had to build everything from the ground up,” he explains. “We created their data processing systems, developed Standard Operating Procedures (SOPs), and ensured everything was running smoothly.”

This led to one of the team’s most notable achievements: reducing the client’s losses by up to $700,000 within their first year with the client.  “It’s something that truly made us proud as a team—to be able to deliver impactful service to our client,” Charlie says. This monumental task transformed the client’s operations, laying the groundwork for efficient and reliable processes.

The impact of their work extended far beyond financial savings. During the client’s peak season, which is typically a stressful period of open enrollments in the US, the feedback was nothing short of remarkable. “Our client told us, ‘This is the most organized and smooth open enrollment season we’ve ever had,’” Charlie shares with pride. For a company where precision is everything, such feedback speaks volumes.