Case Study: Champ Plan Advisors achieves automated, end-to-end advisor onboarding with airSlate

Champ Plan Advisors - Customer Case Study

Champ Plan Advisors, a Scottsdale-based healthcare and IT firm that helps employers create self-funded benefits and an AI-driven care app, needed a faster, more visible way to register new advisors and manage contracting paperwork. To solve this, Champ Plan Advisors turned to airSlate and its no-code Bots to automate the end-to-end advisor registration and contracting process.

airSlate implemented an automated digital registration workflow that handles data entry, exports records to Google Sheets, sends notifications at every stage, and archives completed documents to Google Drive and Box. The airSlate solution delivered timely completion and full process visibility, reduced manual administrative work, and made advisor onboarding and document access far more efficient for Champ Plan Advisors.

Champ Plan Advisors

Julia Whitfield

Executive Director