Case Study: Benefit Resource achieves 50% faster client onboarding with Clustdoc

Benefit Resource cuts client onboarding time by 50% with Clustdoc

Benefit Resource (BRI), a pre-tax benefit and COBRA provider, was struggling with a manual and opaque client onboarding process that lacked visibility and caused friction for employers, brokers, and their own internal team. They partnered with Clustdoc to implement its client onboarding solution to create a more secure and streamlined workflow management system.

Using Clustdoc, the company centralized every step of the process, from document collection to e-contract signing, which eliminated errors and double data entry. This solution resulted in a 50% reduction in client onboarding time and doubled the productivity of their implementation team, providing full visibility and a vastly improved experience for all parties involved.

Benefit Resource