Case Study: Sanford & Tatum achieves 20% data-quality improvement and wins new business with Employee Navigator

Sanford & Tatum improved data quality by 20% and won new business with Employee Navigator

Sanford & Tatum, a leading independent insurance agency in Texas, faced rising manual workload and costly errors as their white‑glove service model scaled—one full‑time employee was dedicated solely to processing new hires, terminations, and changes. To modernize operations and protect client relationships, Sanford & Tatum moved their MetLife book of business to the Employee Navigator integration.

Employee Navigator’s carrier integrations automated enrollment and transmission, reducing errors and improving data quality by 20%, freeing a full‑time processor to become a small account manager, and speeding open‑enrollment work. The integration also enabled Sanford & Tatum to offer additional products, win new business, and increase client retention by creating “stickiness” around Employee Navigator’s platform.

Sanford & Tatum

Tabatha Burgoon

Sanford & Tatum