Case Study: Marshall & Sterling achieves automated ACA compliance and immediate reporting with Employee Navigator

Marshall & Sterling Keeps ACA Simple with Employee Navigator

Marshall & Sterling, one of the largest independent insurance agencies in the country, turned to Employee Navigator and its ACA module to address time-consuming and error-prone Affordable Care Act (ACA) compliance. During ACA season clients were manually uploading hours, misclassifying employees, and risking IRS fines; Marshall & Sterling relied on Employee Navigator’s benefits administration to simplify and centralize that work for roughly 200 clients.

By implementing Employee Navigator’s integrated ACA module and pairing it with a dedicated review team, Marshall & Sterling automated form coding, ensured accurate 1095 reporting, and eliminated much of the manual reconciliation. The result: a process that once took 16 hours can now be completed immediately, clients save time and money, Marshall & Sterling has won new business, and retention for ACA clients is approximately 95%—all enabled by Employee Navigator.

Marshall & Sterling

Dannielle Mattes

Marshall & Sterling