HR Outsourcing Brokerage
Turning a national HR brokerage's quote process into a pipeline
BRG Advisory Group brokers PEO and HR outsourcing plans nationally. We replaced spreadsheet quote tracking with a Zoho CRM pipeline built around carrier renewals.
The Challenge
Where BRG Advisory Group Was Stuck
The operational friction that was costing time, data accuracy, and growth before Zoho.
Carrier quotes compared by hand
Each prospective client meant pulling quotes from multiple PEO and HR carriers into a fresh spreadsheet, with no reusable record of what had been quoted before.
Renewal deadlines tracked informally
Client renewal and compliance dates lived in individual advisors' calendars, creating real risk of a lapsed plan or a missed re-enrollment window.
No shared pipeline across the advisor team
Prospect-to-enrolled-client progress wasn't visible outside the advisor working the deal, making forecasting and coverage during time off difficult.
The Approach
How We Got Them There
Our standard discovery-to-launch methodology, applied to BRG Advisory Group's specific workflow.
Brokerage Workflow Audit
Mapped the full quote-compare-enroll-renew cycle across the advisor team and their carrier relationships.
CRM & Carrier Pipeline Build
Configured Zoho CRM with a quote-comparison module and a pipeline stage for every step from prospect to enrolled client.
Renewal Automation
Built Deluge-driven renewal and compliance-deadline alerts tied to each client record, not an individual advisor's calendar.
Team Rollout & Support
Trained the full advisor team and connected Zoho Books for commission and billing visibility.
The Solution
What We Built
BRG's advisors now work from one pipeline with carrier quotes, renewal dates, and compliance deadlines attached directly to the client record — visible to the whole team, not just the advisor who opened the deal.
- Centralized carrier quote comparison inside Zoho CRM
- Pipeline stages from prospect through enrolled client
- Automated renewal and compliance-deadline reminders
- Zoho Sign for enrollment paperwork
- Zoho Books integration for commission and billing visibility
- Team-wide coverage — any advisor can pick up any account's history
The Results
The Impact
40%
Faster quote turnaround
0
Missed renewal deadlines since launch
27%
More proposals per advisor per month
100%
Of clients with tracked renewal dates
Figures are illustrative estimates based on the engagement scope, not independently audited client financials.
“Renewal dates used to live in people's heads. Now they live in the system, and nothing slips through the cracks.”
— BRG Advisory Group Team
Ready to Unlock Your Zoho Potential?
Book a free 30-minute Zoho audit. We'll review your current setup and show you exactly where you're leaving efficiency on the table.
Or email us directly at info@skyfallhq.net
Already using Zoho?
Tag Skyfall Labs as your official Zoho partner and get a free consultation plus a free onboarding session.
Tag Us as Your Zoho PartnerNew to Zoho? Sign up through Skyfall Labs to get started.