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Sutter, McLellan & Gilbreath Find Flexibility with Employee Navigator

Case Study
Jun 26, 2019

Why does Sutter, McLellan & Gilbreath, Inc put all new business over 10 lives on Employee Navigator? We talked to Drew Gilbreath to find out what impact it had on his agency.

The Challenge

Sutter, McLellan & Gilbreath (SM&G) began using Employee Navigator when one of their customers jumped from 18 employees to 500 over five
years and needed help managing their growth. The customer needed an affordable, scalable, and customizable benefits and HR product and turned to their broker for assistance. SM&G wanted to provide them with the same quality technology that had typically been reserved for large national agencies and set out to find the right solution.

The Solution

Drew and SM&G were initially attracted to Employee Navigator because of the flat license fee. They wanted a system that could grow with their agency and loved the ability to add unlimited groups with no extra fees.

The Results

Today, Drew Gilbreath, Vice President of Operations at SM&G, says 100% of his new business over ten lives is on Employee Navigator. The streamlining effects of Employee Navigator have allowed SM&G to implement more cases without expanding their staff. Employee Navigator’s software has been well received by all their customers, specifically by their smaller customers who don’t have a dedicated HR resource, but can leverage automation to make running their business easier.

Next: learn why Adam Berkowitz from Simpara chose Employee Navigator as the foundation of his agency here.