Background
Zeldis Research sought to conduct a thought-leadership research study exploring the evolving role of technology in the employee benefits sector. The objective was to uncover deep insights into how technology shapes carrier selection, performance perception, and market differentiation.
Additionally, the study aimed to execute a deep dive into specific technological touchpoints, including benefit administration (ben admin) systems, file feed integrations, carrier portals, mobile applications, claims integration, telehealth adoption, and the emergence of artificial intelligence (AI).
The Challenge
Internal bandwidth and the need to keep the findings relevant placed pressure on Zeldis Research following their fieldwork. After conducting 10 in-depth interviews (IDIs) with key employer benefit decision-makers via Zoom, the team needed to quickly synthesize hours of complex qualitative discussion data into a market-ready report and presentation.
The traditional, manual process of transcribing, reviewing, coding, and extracting quotes threatened to extend the reporting timeline and delay the delivery of these critical insights to the broader market.
The Solution
Zeldis streamlined this intensive synthesis process by integrating Civicom’s Quillit into their analytical workflow, allowing the team to accelerate their reporting timeline without sacrificing depth of insight. Despite the interviews being conducted externally via Zoom due to budget constraints, the raw video files were seamlessly uploaded directly to the Quillit platform to leverage its advanced analytics suite.
The research team provided Quillit with the specific contextual framework, thematic objectives, and target audience definitions governing the study. The tool was then prompted to generate an executive-level summary of key findings, along with answers to 12 highly specific research questions mapped directly to the original discussion guide.
To ensure all insights were directly grounded in the project data, the project moderator utilized Quillit’s interactive user interface featuring clickable citations. This side-by-side pane mapped the AI-generated findings directly to the corresponding verbatim respondent quotes, providing total traceability and allowing the moderator to rapidly validate the evidence in real time.
The Results
By implementing Quillit into their qualitative analysis workflow, Zeldis Research achieved significant efficiency gains and verified data outputs:
40% Time Savings: Drastically reduced reporting hours by consolidating key findings and automating target question summaries.
Direct Traceability: Enabled the moderator to quickly validate findings against raw text using the side-by-side quote pane.
Automated Evidence Capture: Accelerated report enrichment by automatically surfacing relevant respondent quotes for each section.
Conclusion
By shifting from a legacy manual synthesis workflow to Quillit’s AI-driven qualitative platform, Zeldis Research successfully optimized the traditional reporting timeline. The firm met its goals without sacrificing the depth, nuance, or accuracy required by the B2B employee-benefits market. This project demonstrates how modern research agencies can seamlessly integrate standard web conferencing tools with advanced AI analytics to deliver rigorous market insights faster and with optimized operational bandwidth.
Civicom MRS • June 9, 2026
Melody Rioveros • August 15, 2025
