For Benefits Brokers and TPAs

Benefits Enrollment and Administration

  • Open Enrollment

    Real-time dashboard gives you a 30,000 foot view of employees as they move through open enrollment

  • Smooth Onboarding

    Easily upload HR forms and documents for review, acceptance, or signature

  • Built-in Communications System

    Send individual or bulk messages, save templates, and track opens and click-through rates

  • Task Management

    Divide roles and responsibilities between the broker, HR admin, the concierge service, and others using the system

Setup Carriers, Plans and Rates in 30 min or less ...


Everything you need is at your fingertips in one beautiful dashboard. But the system is also robust, able to handle complex plan designs and rate structures. The icing on the cake? Employees gain peace of mind knowing they can access and manage all of their benefits information in one place.


Run Automated Open and Individual Enrollments

Track progress of Open and Individual Enrollment with robust processes and notifications

ACA Reporting


Minimize ACA compliance risk of “Pay or Play Tax”

Generates required ACA reporting and documentation

Alerts to compliance requirements

Takes over where payroll reporting stops

Manage an unlimited number of companies

Use for your clients or resale

Ongoing updates


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