The Health Insurance Group’s Compliance Resolution as they Migrate to HubSpot from SharePoint

Efficiency and compliance are paramount to remain ahead in the highly competitive insurance brokerage industry. The Health Insurance Group, a renowned UK-based broker, faced challenges that impeded their operational fluidity. Struto stepped in to craft a bespoke HubSpot solution, streamlining processes and unlocking new growth opportunities.

Background

The Health Insurance Group is a UK-based insurance broker, specialising in health, wellbeing, and protection solutions. They provide a range of services, including private medical insurance and corporate wellbeing programmes, to individuals, small businesses, and large organisations.

Operating nationwide, The Health Insurance Group has built a strong reputation for over 31 years, delivering bespoke healthcare solutions. The company has received recognition within the industry, with several awards highlighting their commitment to exceptional customer service and innovative offerings in employee benefits.

Challenge

Following a successful onboarding to HubSpot Sales Hub Pro a couple of years ago, The Health Insurance Group sought to consolidate their dispersed data systems - specifically, transitioning policy data and compliance requirements from a complex configuration on SharePoint to a more streamlined, efficient solution.

With compliance being a crucial component of their operations as insurance brokers, The Health Insurance Group required a robust system to manage client documentation efficiently and transform how their documentation was generated and handled.

Solution

Struto devised a comprehensive plan to integrate The Health Insurance Group's requirements seamlessly into HubSpot. During a successful data migration from SharePoint and their other dispersed data systems, the Struto team extended HubSpot's data architecture to accommodate policy and premium information, creating custom objects and playbooks tailored to their operational demands.

By utilising the PDF Create Mate plugin from the HubSpot Marketplace, the team enabled the efficient generation of compliance documents, thereby transforming a cumbersome multi-system process into a unified, user-friendly operation.

"We couldn't have asked for more. The entire team is a delight to work with. We highly recommend Struto as a HubSpot Solutions Partner."

- Shaun Darcy, National Sales Operations Manager at The Health Insurance Group.

Hurdles

While the transition was largely smooth, minor adjustments were necessary to fully align the solution with The Health Insurance Group's detailed requirements. The primary hurdle arose during practical application, when discrepancies between anticipated and actual property data outputs became evident. Thanks to prompt feedback and agile responses, these nuances were swiftly fine-tuned, ensuring the system met all nuanced client expectations.

Results

The project was completed on schedule, delivering significant improvements in operational efficiency. Data accuracy was markedly enhanced, and both brokers and administrative teams benefitted from reduced workloads.

“The brokers now have all necessary client data consolidated in one place, saving both time and money, while streamlining their reporting process.”

- Estee Hall, Head of Platform Enablement at Struto.

Impact

With their new HubSpot system in place, The Health Insurance Group now enjoys seamless data management and reduced administrative burdens. This project has empowered The Health Insurance Group to focus more on their clients, and less on navigating complex systems. Other insurance entities can look to The Health Insurance Group’s example as a blueprint for achieving compliance and operational excellence.

"Struto and HubSpot transformed our brokerage by streamlining operations through custom objects and automated workflows. The Struto team's professionalism was key from requirement mapping to design and implementation, and we look forward to working with them in our next development phase. HubSpot, with Struto’s expertise, has significantly improved our efficiency and client management."

- David Collinge, Managing Director at The Health Insurance Group.

Future Scope

Building on this success, Struto plans to extend similar solutions to The Health Insurance Group’s other insurance offerings – including their risk and travel insurance portfolios. Future developments include migrating their commission calculation processes to HubSpot, promising further operational integration and efficiency gains.