Case Study: UPG (United Producers Group) achieves increased efficiency and minimized liability with Employee Navigator

A Employee Navigator Case Study

Preview of the UPG Case Study

UPG increased efficiency and minimized liability with Employee Navigator & UnitedHealthcare

United Producers Group (UPG) needed to manage hundreds of broker groups and simultaneous open enrollments without relying on slow, error-prone manual processing. UPG added Employee Navigator to its technology stack and leveraged carrier integrations—most notably the UnitedHealthcare connection—to automate benefit admin and back‑end eligibility servicing for 900+ groups.

Employee Navigator’s carrier integrations automatically send employee details and enrollment updates to carriers like UnitedHealthcare, eliminating hours of daily manual keying (UPG reported that manually entering 50 employees could take several hours) and reducing human error and liability exposure. As a result, UPG has been able to efficiently manage 900+ groups, proactively audit plans via the UnitedHealthcare API, keep its team relatively small, and focus on portfolio growth while maintaining high broker and client satisfaction.


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UPG

Scott Neville

Director of Technology Applications


Employee Navigator

20 Case Studies