Case Study: Corporate Benefit Strategies, Inc. streamlines annual benefits renewals with Explore Consulting

Corporate Benefit Strategies, Inc - Customer Case Study

Corporate Benefit Strategies, Inc., an employee benefits and HR outsourcing firm using NetSuite as its ERP system, needed a better way to manage large amounts of client benefit-plan data and handle an annual renewal process that required tracking, updates, and timely submissions. The company turned to Explore Consulting and NetSuite customization to organize its complex information and support its unique business needs.

Explore Consulting implemented a SuiteFlex solution using custom records, custom fields, and SuiteFlow workflows to store and manage CBS plan data in NetSuite without coding. The solution automated annual renewals by copying plan data into new records, emailing client contacts, and letting them review, modify, and submit plans through a Suitelet. As a result, Explore Consulting delivered the project faster and at lower cost than alternatives, while reducing management effort and enabling clients to update benefits data directly in the system.

Corporate Benefit Strategies, Inc

Christi Otway

Corporate Benefit Strategies, Inc