Case Study: Sheila J. Butler & Company achieves agency growth and efficiency with BerniePortal

Growing Your Agency With BerniePortal

Sheila J. Butler & Company, a top-10 Georgia health insurance brokerage serving small to large employers, was overwhelmed by time-consuming, paper-based HR and benefits processes that made the small-employer segment unprofitable. To modernize and scale their service offering, the agency adopted BerniePortal’s all-in-one HRIS and benefits solution.

By migrating clients to BerniePortal, Sheila J. Butler & Company removed paper workflows and centralized onboarding, benefits administration, time tracking and compliance, adding BernieBill carrier integrations to cut billing and eligibility errors. The change reduced administrative hours and error correction, improved open-enrollment efficiency, freed account managers to deliver more strategic advice, and made it easier to add coverage lines and win new clients—driving business development and revenue growth.

Sheila J. Butler & Company

Blake Butler

Sheila J. Butler & Company