
How Bennie's Aggressive Negotation and Market Advocacy Saved Drata Over $550,000
Industry
Compliance & Security
Employees
500+
Headquarters
San Diego, CA
HR Leaders
Brooke Worzalla, Head of People
Melissa Gagné, Director of Total Rewards
HR Challenge
High Renewal Projections & Complex Ancillary Management
Results
$558,505 in Savings & Enhanced Benefits Experience
About Drata
Our Customer
Automating Trust and Compliance
Drata is a leading security and compliance automation platform that helps thousands of companies streamline their compliance workflows and build trust with their customers. Headquartered in San Diego with a distributed workforce across the country, Drata is in the business of reliability. As an established, fast-scaling organization crossing the chasm into the early majority, maintaining a culture of security and excellence is a priority. This commitment extends directly to how they treat their people, offering a benefits package designed to recruit and retain the best talent in the tech industry.
Our goal is to take the best care of our employees that we possibly can.
Our HR Leaders
Meet Brooke and Melissa
Brooke Worzalla leads the People team at Drata, overseeing talent acquisition, total rewards, and HR operations. For Brooke, benefits are a critical tool for risk mitigation and employee retention. "My role with benefits is helping Melissa and team with our benefits offerings and our total rewards going to our employee population. I partner with our executive team on cost containment and risk mitigation."
Partnering with her is Melissa Gagné, Director of Total Rewards. Melissa brings a wealth of experience across various funding models from fully insured to self-insured. "I am responsible for our compensation, our equity program and importantly, benefits programs as well." Together, they manage a population of over 500 benefits-eligible employees with a clear mandate: offer best-in-class benefits to take care of their teams.
HR Challenges
As Drata continued to scale, they needed an established partner to help them navigate rising costs and service friction.
With a lean team managing a large and growing population, Brooke and Melissa were bracing for a difficult renewal cycle following a year of high claims.
1. Strategic Market Position
Maintaining Competitive Benefits Amidst Rising Costs
Drata was fully aware of the technology industry benchmarks, which suggest significantly higher employee contributions. However, leadership made the pragmatic decision to stay at 100% employer-paid medical to maintain their competitive edge. The challenge was maintaining this high-employee-value position while facing a 21.5% initial renewal increase from the medical carrier.
2. Improved Ancillary Support
Moving Beyond Generic Service Models
The team wanted to move away from a "generic" service model often associated with legacy brokers. Their previous ancillary network was not as robust as it needed to be for a nationwide workforce, and they wanted a carrier that offered better customer service and higher quality provider directories.
3. Efficient Integrations
Access to Better Technology and Reduced Friction
Legacy vendors for account-based benefits like FSA and HSA were causing daily headaches due to limited functionality and poor service.
Their service was poor. Employees weren’t seeing the value of additional features and connectivity with our payroll system.
We were bracing for impact on what our renewal was going to look like. We’d had some very large claims come through over the last year... we were bracing for how we would have to move things around.
- Brooke Worzalla, Head of People
Bennie’s Job Duties
Strategic Negotiation: Leveling Up Drata’s Benefits
Before the last renewal, the data showed that Drata was significantly exceeding technology benchmarks by covering 100% of medical costs. Maintaining this was non-negotiable for leadership. When the 21.5% increase hit the table, the mood was one of preparation for hard choices. Bennie stepped in to act as a market force, proving that an established, modern broker leverages data to drive down the bottom line.
Instead of accepting the initial quote, Bennie’s consulting team went back to the carrier multiple times, leveraging Drata’s demographic data to push for a more fair rate.
Bennie really took the initiative to go back to the carrier multiple times and continue to push those rates down.
Ultimately, Bennie negotiated the medical renewal down to 11.2%, effectively finding over $558,505 in the budget. This allowed Drata to keep its 100% contribution model and its day-one eligibility.
It allowed us to protect that 100% employer contribution... that was first and foremost our goal.
Ancillary and Service Support: Healthcare Concierge for Benefits Related Questions
Beyond the medical savings, Bennie identified a way to solve the friction surrounding ancillary benefits. By moving the total package to Guardian, Bennie capped the ancillary cost increase at just 1.9%. This switch boosted the dental in-network match from 61% to 76%.
It felt like that was a way to enhance our offerings. We looked at the coverage and provider overview... they had better coverage, better providers, and better service for our employees.
The transition also extended to their financial accounts. Bennie facilitated a move to HSA Bank to replace an inferior service model. Melissa notes that the implementation played a key role in supporting our integration, ensuring vendors on both sides of the integration connection stayed on task and understood our requirements.
The amount of time that we’ve saved and the amount of headaches our employees were facing... HSA Bank really made sure that they followed those integration files through to the very end.
Support and ROI: Employee & Employer Support
Bennie amplifies the impact of your team. They’re the unsung heroes behind your people team.
The result of the partnership is a benefits program that is both financially sustainable and an employee favorite. Employees now have access to Ask Bennie, a healthcare concierge that acts as a quarterback for complex insurance issues. Melissa shares a story of an employee whose dependent was denied coverage for a critical test. After calling Ask Bennie, the issue was resolved in days.
He sent me a note unprompted saying how wonderful it was to have Bennie in his corner to quarterback that for him.
Protecting a People-First Culture Through Expert Negotiation
The Results
How Market Negotiation Preserved Best-in-Class Benefits for Drata
The challenges Drata faced with rising rates and poor vendor service have been resolved through working with Bennie. They now get true benefits support; the People team knows they can reach out with concerns and their consultant will do whatever they can to help.
From a financial perspective, the organization achieved a massive win by securing a significant budget surplus.
We did look at what would be the cost savings if we changed our strategy to come up with that 20-something percent increase. But finding the savings allowed us to protect that 100% employer contribution.
Since many of the tedious benefits-related tasks and integrations are now taken care of by Bennie, the People team can focus on strategy and building new things for their employees.
The satisfaction our employees are getting from the Bennie team—the ability for me to say, ‘You know what, if you have a question, please call them first’—speaks volumes. Even beyond hours saved in my time, having the confidence to direct our employees in that way is the true ROI.
Ready to find the "hidden" savings in your benefits budget?
Let Bennie’s experts negotiate your next renewal and elevate your employee experience with documented ROI.
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