How High-Tech meets High-Touch:

Automated Fulfillment

Enrollment data is only valuable if it reaches the carriers accurately and on time. A key element of our High-Tech & High-Touch service is to work with our broker partners to set up as many exchange, API and EDI feeds as possible. Once the initial enrollment is completed, we have a clear and specific time frame to set up integrations so as to minimize discrepancies and error reports. Not every carrier wants to play in the digital world, but we automate as much as we can.

• Real-time EDI 834 feed generation and transmission
• Automated reconciliation with carrier confirmation files
• Discrepancy detection and auto-resolution workflows
• Eligibility verification before coverage effective dates
• Complete audit trail with timestamps for every transmission

Employee Self-Service

Empower your employees with 24/7 access to their benefits information and enrollment summary, total compensation statement, benefit summaries and SBCs, and more. The self service portal reduces HR inquiries by up to 40% by giving employees the tools to access their benefits from the comfort of home or on their phone.

Real-Time Analytics

Open enrollment and new hire tracking is made easy with real-time reporting for every employee. We make it easy for you to stay on top of the progress each day so you know who has completed enrollment and who needs a little extra encouragement from you to schedule a call with a benefits counselor.

• Live enrollment dashboards with real-time completion tracking
• Plan participation drill-down by department, location & demographics
• Cost modeling and forecasting tools for renewal planning
• Year-over-year trend analysis for utilization and costs
• Executive-ready reports with one-click export to PDF & Excel

Seamless Integrations

The platform integrates with hundreds of carriers, payroll systems, COBRA, FSA, HSA, HRA and other vendors. We work closely with you and the clients to make sure the implementation process is as hassle-free as possible.