Case Study: Golsan Scruggs simplifies clients' benefits and boosts efficiency with BerniePortal

Golsan Scruggs - Customer Case Study

Golsan Scruggs, led by Principal Pete Scruggs, needed a way to simplify clients’ benefits and HR processes, centralize data, and make enrollment and notices easier to manage without hiring additional staff. They chose BerniePortal’s all‑in‑one online HR and benefits administration platform to consolidate notices and enrollment, enable online signatures, and provide at‑a‑glance visibility so brokers could more quickly answer client questions.

BerniePortal implemented a broker-built system that centralizes onboarding, benefits administration, PTO/time tracking and reporting, while also offering carrier alliances that yield preferred terms across the agency’s book of business. As a result, Golsan Scruggs avoided adding full‑time portal staff, streamlined enrollments with a user-friendly interface and online signatures, improved first-call resolution for client questions, and leveraged BerniePortal’s scale to secure better ancillary benefit participation terms.

Golsan Scruggs

Pete Scruggs

Golsan Scruggs