Broker Growth and Case Studies

Join 1,000+ brokers, partners, and industry leaders August 12–14, 2026 at The Westin Washington, D.C. Downtown Hotel for Employee Navigator User’s Conference.

“We’ve seen cases go from sold to ready to enroll in less than 24 hours. Case setup can go from “nothing in Employee Navigator” to ready to enroll in less than 15 minutes.” TJ Clayton, Pacific Life

"The integrations were a big evolution and allow us to provide consistent service to each client. Frankly, it was a no brainer." Nick Frazier

“It can take several hours for our team to manually key in 50 employees - not only the salaries, but also the enrollments. If a group is automated, it's done - we don't do anything.” Scott Neville

“Employee Navigator sends enrollments to UnitedHealthcare without our involvement and we’ve been able to significantly reduce manual workloads internally." Paragon Partners

As the son of a General Agent and former broker, I know our industry is built on hard work, humility and trust, and there are no shortcuts to success.