Case Study: Lockton accelerates contractor onboarding with Netrix Global

Expediting Time-to-Onboard for Hundreds of Business-Critical Contractors

Lockton, a large independent insurance brokerage firm, faced a challenge with its inefficient, manual process for onboarding and offboarding hundreds of contractors annually. This spreadsheet-driven system was time-consuming, lacked an audit trail, and was prone to human error. To address this, Lockton engaged vendor Netrix Global to automate and scale the process using the Microsoft Power Platform.

Netrix designed and built a streamlined application utilizing Lockton's existing Microsoft 365 agreement. The solution automated approvals and provided a single interface to manage the entire contractor lifecycle. As a result, Netrix delivered the project on-time and on-budget, reducing the onboarding time for a contractor from weeks to mere hours while guaranteeing compliance and security.

Lockton