Clients

Erb and Erb Insurance Brokers Ltd

January 19, 2019

After an exhaustive search, Erb and Erb Insurance Brokers Ltd. has selected info:HR and ESS from HR Systems Strategies Inc. (HRSS) to manage their HR information. erblogo

In operation since 1919, Erb and Erb is one of Ontario’s most-established insurance brokers, helping the local community with general insurance needs for more than 90 years.

Erb and Erb searched for over a year to find an HRIS that would meet their current requirements and provide the ability for growth and expansion in the future. “We were looking for a long term solution, not a quick fix. I wanted a system that would grow with our organization while staying on budget,” said Shawna Bourke-Heimpel, Human Resources Manager.

After preparing a business case and discussions with the Senior Management Team, Shawna compiled a list of requirements for an HRIS. Shawna began researching systems on-line to see what was available in the market, eventually narrowing her search to 10 vendors, after which she issued an RFQ to each.

The top three choices were invited to demonstrate their products. “I had a long list of requirements and HRSS met most of my criteria; what didn’t quite fit we were able to work on together to make it fit for us,” remarked Shawna.

Prior to implementing info:HR Erb and Erb was managing all of their HR information manually, using paper files and spreadsheets. “Producing reports was very time consuming with the system we had in place. Now having all employee information in one system, which allows me to produce reports, including historical data, very quickly,” Shawna explained. “We have also granted access to managers to select data, elevating some of the reporting I was required to do prior to implementing info:HR.”

Erb and Erb has begun implementing ESS to provide a more automated approach to handling vacation and time requests. “Right now we are combining our manual process and ESS. We will be releasing it to our employees soon. I can already see how well this will work in our organization. The managers that have access now really like the new process,” remarked Shawna.

Shawna has also began populating the Continuing Education section of info:HR for future use. In the insurance industry tracking of licensing and continuing education credits is very important to ensure all brokers are compliant with industry regulation. “This is a great feature we did not count on in an HRIS, again the reporting will be a tremendous time saver for me when it is set up,” stated Shawna.

HRSS strives to provide the best service while incorporating client feedback into the products. Shawna at Erb and Erb is no exception to this rule. “The sales process was fantastic; our sales rep was so patient with me throughout the process, answering all of my questions quickly and concisely, without being pushy. My experience has been great with everyone I have had contact with; in fact, everyone has been patient and very quick to get the answers I require,” Shawna said.


Erb and Erb Insurance Brokers Ltd. has been in business since 1919 in the Tri Cities of Kitchener, Waterloo and Cambridge. After 95 years Erb and Erb remains family owned and operated and has grown to employ 60 people providing general insurance and financial service products from their head office in Kitchener.