Case Study: Berkshire and Guardian Life achieve 35%+ voluntary enrollment and first online GSI buy-up with Bridgeline Digital's iAPPS Content Manager

Help companies manage employee disability insurance enrollment with customized iAPPS portals

Berkshire Life (a Guardian subsidiary) needed to make the web its primary marketing and enrollment channel to grow its multi-life disability insurance business and launch new “buy-up” products in a competitive market. The company required a flexible enrollment system that could support different industries and employee groups, streamline case setup and reporting via web services, manage microsites and dynamic content, and deliver persuasive educational tools and a full online enrollment workflow including eSignatures and electronic billing.

Bridgeline implemented an iAPPS Content Manager solution, using service-level APIs to integrate with Berkshire’s legacy systems, usability-tested prototypes, and customizable microsite portals with calculators, encrypted data transmission, secure PDFs and admin self-service. The system produced measurable gains: a voluntary case exceeded 35% participation in the first two months, Berkshire achieved the industry’s first online sale of a GSI DI product with buy-up, and since 2009 dozens of sites have served thousands of participants while the platform continues to be enhanced for brokers and clients.

Berkshire and Guardian Life