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Our platform is designed with seamless integration in mind, ensuring smooth data flow between benefits administration, HRIS, and payroll systems. We offer:
1. Pre-Built API Integrations - We have direct integrations with leading HRIS and payroll providers, enabling real-time data synchronization for employee demographics, deductions, and benefits elections.
2. Secure File Feeds (EDI & API-based) - For systems without direct integrations, we support automated file transfers (EDI, SFTP, or API-based) to ensure accurate and timely updates.
3. Custom Integration Support - Our team works with brokers and clients to configure custom connections based on unique business needs.
4. Bi-Directional Sync - Changes made in our platform can automatically update in connected HRIS and payroll systems, reducing manual entry and errors. (limited to certain transmittable data)
Our platform is built to help insurance brokers and their clients stay compliant with key regulations like ACA, ERISA, and HIPAA. We offer a Compliance Report Card to help you view and track your compliance. Our system includes:
1. ACA Compliance & Reporting – Automated tracking of employee eligibility, measurement periods, and affordability calculations. We also generate and e-file required IRS forms (1094-C/1095-C) to ensure compliance with employer mandate requirements. (for a fee)
2. ERISA Compliance Tools – Our platform helps manage plan documents, Summary Plan Descriptions (SPDs), and required notices, ensuring clients meet disclosure and reporting obligations. (COULD CHARGE BROKERS OR EMPLOYERS FOR SPD GENERATION)
3. HIPAA Data Security – We prioritize data protection with encryption, secure user authentication, and access controls. Our platform follows strict HIPAA compliance standards to safeguard sensitive health information.
4. Audit & Reporting Capabilities – Comprehensive reporting tools help brokers and employers maintain compliance by tracking benefits eligibility, enrollment data, and required filings.
With these features, we make it easier for brokers and employers to navigate complex regulatory requirements while reducing administrative burden and risk.
Yes! Our platform is designed specifically for insurance brokers, allowing you to manage multiple employer clients from a single, centralized dashboard. You can easily navigate between clients, oversee their benefits administration, track enrollments, generate reports, run proposals, and ensure compliance—all within one intuitive interface. This streamlines your workflow and eliminates the need to log in and out of multiple systems.
We offer a three-tiered pricing model based on features needed by agencies of all sizes. We do not limit your access to a certain number of “seats” or employee headcount like other systems out there. We offer the tools to help your agency grow at a price that won't hinder your ability to compete.
We provide dedicated support and comprehensive training to ensure a smooth implementation. This includes:
1. Onboarding & Setup Assistance – A dedicated implementation specialist guides you through system setup, data migration, and integrations.
2. Live Training Sessions – Interactive training for brokers and employer clients to ensure they can effectively use the platform.
3. Knowledge Base & On-Demand Resources – Access to step-by-step guides, video tutorials, and FAQs.
4. Ongoing Support – Dedicated account managers and a responsive support team available via phone, email, and chat to assist with any issues post-launch.
Our goal is to make the transition seamless, so you can focus on providing value to your clients while we handle the technical heavy lifting.
Our platform simplifies open enrollment by automating workflows, reducing manual tasks, and enhancing the employee experience. Key features include:
1. Guided Enrollment – Employees are walked through their benefit options with decision support tools to make informed choices.
2. Automated Notifications – Alerts and reminders ensure employees complete enrollment on time.
3. Carrier Connectivity – Direct integrations and automated file feeds send enrollment data to carriers, eliminating errors and delays.
4. Broker & Employer Oversight – Real-time dashboards allow brokers and HR teams to track progress, manage approvals, and troubleshoot issues quickly.
Yes! Our platform is fully mobile-responsive, allowing employees to access their benefits anytime, anywhere from their smartphones or tablets. They can enroll in benefits, review plan details, update information, and access digital ID cards (pending) through a secure mobile-friendly portal.
We provide robust reporting and analytics tools to help brokers and employers make data-driven decisions, including:
1. Enrollment & Participation Reports – Track employee selections and plan participation rates.
2. ACA & Compliance Reporting – Generate required compliance reports, including ACA eligibility tracking and IRS filings.
3. Premium & Cost Analysis – Gain insights into benefits costs and trends to optimize plan offerings.
4. Custom Reports – Create tailored reports with filters for specific employer groups, coverage tiers, or contribution details.
We prioritize data security and compliance with industry-leading safeguards, including:
1. HIPAA & SOC 2 Compliance – Ensuring strict adherence to data privacy and security standards.
2. Encryption & Secure Access Controls – Data is encrypted both in transit and at rest, with multi-factor authentication and role-based access permissions.
3. Regular Security Audits – Continuous monitoring and third-party security assessments to protect sensitive information.
Absolutely! Our platform is highly configurable to support unique benefits packages, including:
1. Custom Plan Designs – Configure eligibility rules, contribution structures, and coverage options.
2. Branded Experience – White-labeling options to match your agency’s branding.
3. Flexible Workflows – Adjust open enrollment and new hire enrollment workflows to fit your processes.
4. Add-On Modules & Integrations – Extend functionality with optional features like COBRA administration, wellness programs, and HRIS/payroll integrations.
Our goal is to provide a flexible, scalable solution that meets the unique needs of your agency and employer clients.
Our platform makes it simple for employees to review, compare, and select benefits with a guided, user-friendly experience. Key features include:
1. Side-by-Side Plan Comparisons – Employees can easily compare costs, coverage details, and key benefits.
2. Decision Support Tools – Interactive tools help employees estimate healthcare costs and choose the best plan for their needs.
3. Clear, Jargon-Free Explanations – Benefit options are presented in simple language to ensure understanding.
Yes! Our platform supports multiple languages to accommodate diverse workforces. Employees can select their preferred language, ensuring they fully understand their benefits options and enrollment process.
We provide a variety of resources to help employees make confident benefits decisions, including:
1. Interactive Guides & FAQs – Step-by-step explanations of benefits, enrollment, and plan options.
2. Video Tutorials – Short, engaging videos that break down complex insurance terms and concepts.
3. Personalized Recommendations – AI-driven decision support tools help employees choose the best plans based on their healthcare needs and financial situation.
Employee can directly access their specific broker’s information to schedule informational sessions or personalized consultations for additional guidance.
Yes! Employees can log into the platform to update personal details and report life event changes (such as marriage, birth, or other QLE status changes). The system walks them through required documentation and automatically adjusts benefit eligibility as indicated.
Employees have multiple support options, including:
1. Help Center & FAQs – A comprehensive knowledge base with answers to common questions.
2. HR & Broker Assistance – Employers and brokers have administrative access to help employees with specific benefit questions.
This ensures employees always have the support they need to make informed benefits decisions.
Our average implementation timeline varies based on the complexity of the setup, but most clients go live within 1 to 2 weeks. Factors like the number of employer groups, carrier connections, and data migration needs can affect the timeline. Our dedicated implementation team ensures a smooth transition by managing system setup, integrations, and training.
Yes! We have API integrations with major insurance carriers, enabling real-time data exchange for enrollments, eligibility updates, and plan changes. For carriers that don’t support APIs, we provide EDI file transfers and other secure data-sharing methods to ensure seamless communication.
We continuously enhance our platform with regular updates and new features, typically on a quarterly release cycle. Our roadmap is influenced by industry trends, compliance changes, and client feedback. We also provide early access to beta features for select users who want to test upcoming improvements.
We offer comprehensive data migration support, including:
1. Data Mapping & Cleanup – We help structure and clean your existing data for a smooth transition.
2. Automated Import Tools – Our platform can ingest bulk employee and benefits data from spreadsheets, HRIS, and payroll systems.
3. Dedicated Migration Specialists – Our team works with you to ensure accurate and complete data transfer.
Absolutely! Our platform is designed to scale with organizations of all sizes. Whether you’re managing a few employer groups or hundreds, we offer:
1. Flexible infrastructure that supports increasing employee counts.
2. Customizable workflows to accommodate unique business rules.
3. Seamless integrations with HRIS, payroll, and carrier systems to ensure efficient growth.
This ensures that as your agency or client base expands, our platform grows with you—without disruption.
Our pricing tiers are designed to accommodate agencies of all sizes and include different levels of functionality.
We also offer add-ons for ACA compliance, COBRA administration, and additional integrations based on client needs.
We provide brokers with analytics and reporting tools to showcase time savings, cost reductions, and improved enrollment accuracy. Key ways we help demonstrate ROI include:
1. Time & Cost Savings Reports – Compare manual vs. automated benefits administration costs.
2. Error Reduction Metrics – Show how automation reduces compliance risks and payroll discrepancies.
3. Employee Engagement Insights – Track benefits adoption rates and utilization trends.
4. Custom ROI Calculators – Provide clients with data-backed projections on efficiency gains.
Our pricing is designed to accommodate brokers and agencies of all sizes.
Yes! We offer a free demo where brokers can explore the platform’s features firsthand. We also provide guided demos with our team to walk through key functionalities and answer questions.
We offer multi-channel support to ensure brokers and their clients receive timely assistance:
1. Live Chat, Email, and Phone Support – Available Monday–Friday, 8 AM – 8 PM ET (with extended hours during open enrollment).
2. 24/7 Help Center – Access to FAQs, troubleshooting guides, and video tutorials.
Yes! Agencies on our Professional and Enterprise tiers receive a dedicated account manager who provides:
1. Ongoing strategy and optimization support.
2. Proactive check-ins and performance reviews.
3. Assistance with new feature adoption and best practices.
We follow a proactive update schedule, ensuring minimal disruption:
1. Regular Feature Updates – Released quarterly, with new enhancements and compliance updates.
2. Security Patches & Fixes – Deployed as needed, with notifications for any significant changes.
3. Scheduled Maintenance – Conducted during off-peak hours with advance notice to minimize downtime.
We provide a variety of continuous learning opportunities:
1. On-Demand Training Library – Video tutorials and user guides.
2. Live Webinars & Workshops – Covering new features, best practices, and compliance updates.
3. Broker & HR Admin Certifications – Advanced training programs to help agencies maximize platform use.
We prioritize customer-driven improvements through multiple feedback channels:
1. User Feedback Portal – Clients can submit and vote on feature requests.
2. Regular Surveys & NPS Scores – To measure satisfaction and identify areas for improvement.
3. Beta Testing Groups – Select customers get early access to new features and provide input before full rollout.
4. Account Manager Check-Ins – Direct feedback gathered from agencies to shape our product roadmap.
By continuously listening to our users, we ensure our platform evolves to meet their needs.
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