Case Study: Carolinas Insurance & Investment Group saves one hour per new hire with Employee Navigator

Carolinas Insurance & Investment Group saves one hour per new hire with Employee Navigator and the Principal integration

Carolinas Insurance & Investment Group, founded in 1990, struggled to manually manage a growing book of business—adds, terms, payroll deductions and enrollments were time‑consuming and error‑prone. To scale and provide consistent service, the agency adopted Employee Navigator as its benefits administration solution, pairing it with the Principal integration to automate carrier communications.

Employee Navigator’s integration with Principal sends enrollment data directly to the carrier as soon as an employee completes enrollment, removing paper forms and manual submissions. The automated workflow saved Carolinas Insurance & Investment Group about one hour per new hire, dramatically reduced human errors, sped response times, and strengthened client trust and consistency. Employee Navigator’s solution eliminated the administrative bottleneck and improved overall service delivery.

Carolinas Insurance & Investment Group

Nick Frazier

Carolinas Insurance & Investment Group