Case Study: BenefitPro achieves real-time enrollment visibility and time savings with Hive

How Employee Benefits Broker Benefit Pro Centralized Its Work In Hive

BenefitPro, a San Diego–based employee benefits insurance agency, was struggling with error-prone, time-consuming enrollment workflows managed via spreadsheets and static checklists. To simplify and modernize tracking, BenefitPro adopted Hive and specifically implemented Hive’s action templates to replace their manual checklists.

Hive’s action templates give BenefitPro real‑time visibility into task progress, let team members paste screenshots as proof of changes, and store work history searchable for audits. The result: significantly less time spent documenting and tracking enrollments, no lost work when staff are absent, faster auditing, and improved operational consistency — benefits BenefitPro attributes directly to Hive and its responsive customer support.

BenefitPro

Lambert Hsu

President