How NationalHR Brought Calm to Chaos, and Increased Profits with BenefitsGuide

NationalHR is an employee benefits focused insurance brokerage based in Cherry Hill, NJ with a team of 22 account executives, managers, and administrators.  

Overview

National HR was growing fast—but they were bogged down with repetitive tasks, making it difficult to keep up with onboarding new clients, managing renewals and updating the Ease benefit administration platform for all their groups.

Meetings were frequent and reactive, with team members trying to stay aware of ongoing client service work. Simple requests turned into hours of manual work, and employees often worked overtime just to keep up.  The stress was palpable, and both clients and employees felt the pressure.

NationalHR turned to BenefitsGuide to bring structure and simplicity to their operations. Built on the Salesforce Platform, BenefitsGuide allowed NationalHR to create automated workflows, real-time visibility across their entire business, and add over $1mm in new commission revenue without hiring additional staff

Challenge: Chaos Results in a Less-Than-Ideal Client Experience

1. Onboarding New Clients: Valuable time and resources were being consumed, because they didn’t have a system automatically assigning tasks and sending email notifications to different members of the team while the new client moved through the stages of onboarding

2. Managing Renewals: The lack of automation created inefficiencies and required that team members manually assign tasks in order to complete the renewal process.

3. Lack of Visibility: The inability to have instant insight as to the status of the work the team was doing resulted in time- consuming “operational firefighting”.

4. Redundant Data Entry: Updating the same information about a group in both a CRM and in the Ease Benefits Administration Platform doubled the workload for the team

Solution: BenefitsGuide Brings Order, Automation, Visibility and Profits

1. Onboarding New Clients Made Easy: Automated workflows and team-wide email notifications ensured every new client went through a smooth, consistent onboarding process while keeping everyone in the loop.

2. Renewals on Track: Renewal workflows provide clear, step-by-step processes for managing client renewals, with automated reminders and updates for both the team and clients.

3. Real-Time Access to Data: Dashboards largely replaced the need for weekly status meetings, giving employees instant visibility into client statuses and outstanding tasks.

4. Instantly Syncing with Ease: Reduced the amount of time to update the Ease Benefits Administration Platform by 90%

Impact: Happier Employees, Happier Clients

Less Chaos, More Focus: With automated processes and real-time visibility, employees no longer need constant meetings to align tasks. "We used to meet weekly to figure out where everyone stood on renewals. Now, all that information is just a click away," said Karen Wilson, Systems Analyst. Fewer meetings meant more time for meaningful work—and less stress for everyone. 

 

Happier Employees: The BenefitsGuide system has empowered team members with tools to manage their workloads more effectively. Instead of being bogged down by manual tasks, employees now focus on what they do best: serving clients. "Our sales agents are happier because they have custom views showing exactly what needs to be done. They feel more in control," said Karen.

 

Happier Clients: Clients felt the difference too. Proactive communication became the norm, with timely updates on renewals and onboarding. "Clients are getting more love," Karen shared. "They’re hearing from us earlier in the process, and they feel cared for."

 

A Better Work Environment: The benefits have extended beyond efficiency. NationalHR’s team experienced a noticeable reduction in stress. Overtime hours disappeared, and the workplace felt calmer. "We’re more organized, and that’s reflected in the way we interact with our clients and each other," said Managing Partner Aaron Boucher. 

 

Growth Without the Growing Pains: Thanks to streamlined processes, NationalHR was able to onboard nearly $1 million in new premium without hiring additional staff. The team’s ability to grow without added stress speaks to the power of BenefitsGuide. 

 

Conclusion: Turning Chaos into Calm 

NationalHR’s journey shows how the right tools can transform both employee and client experiences while increasing profits. By reducing chaos and creating clarity, BenefitsGuide helped NationalHR build a happier, more efficient workplace while strengthening client relationships.

If you feel like your brokerage is spinning its wheels, then it’s time for a change. Let’s schedule a short call to discuss how BenefitsGuide can bring order to your operations and create a happier experience for you, your employees and clients.

Let’s schedule a 15-minute introductory call to discuss how BenefitsGuide can help transform your operations.