Individual record management
Manage an unlimited number of locations, divisions and classes plus add custom eligibility rules for enrollment and eligibility. One system readily handles clients with hundreds of thousands of records or even a tiny client with just a handful or employees.
Search & filter by group
Use location, division, class, or status to find individuals in the database.
Add & archive records
Keep a fresh record for active lives while maintaining a history of everyone who has enrolled in the system.
Customized data fields
Writable fields let you capture information like employee workplace preferences or use read-only fields to display immigration status. Create special fields only visible to HR to track sensitive information like security clearance and background check status.
Straight forward tools help you and your employees on both sides of the enrollment process
Open a new enrollment session for select individuals or the entire group. Select online with self-service, offline with a benefit counselor, or a call center.
Invite individuals, specific groups or the entire organization at once. You can even invite people without email.
Display or hide fields to provide an enrollment experience customized for your organization’s needs.
Upload a video, PDF, PowerPoint, or static document to be shown at the beginning of a new enrollment.
Enable self-service enrollment
Allow individuals to access a private, white-labeled portal and complete their enrollment on their own time within the specified enrollment period.
Users are guided through their enrollment from start to finish and are required to completed all necessary fields before proceeding.
Descision support tools
Financial calculators provide estimates for tax savings and contributions for 401(k), retirement, life insurance, and more.
Core and voluntary benefits are available with an integrated video coach who helps explain the value of each benefit.
Create and schedule a variety of routine and custom exports from payroll files to carrier specific 834 files. Review previously run exports, edit current ones, or archive them to keep a complete history.
Payroll deduction export
We work with dozens of payroll entities and source the appropriate export layout based on a client’s needs. Our team can build the export for a fee, or it can be built by a trained broker or HR manager.
Automated data feeds to carriers
Using the industry standard 834 5010 file template, our system allows trained administrators to build their own EDI file based on carrier specification. For administrators unfamiliar with building this type of export, our team can set it up as part of the contract.