Configure

Enjoy flexible tools to configure enrollment sessions.

• Specify the date range for the enrollment
• Select which benefits will enroll
• Select which individuals and/or groups can enroll
• Include reminder emails with customizable scheduling rules

Communicate

Send scheduled emails with invitations and reminders to enroll.

• Load email addresses from your employee census
• Email individuals or groups
• Email work, home, or both

Progress Metrics & Reports

Keep track of your enrollment with built-in tools and reports.

• Track self-service enrollments from your administrative dashboard
• Pull a detailed progress reports at any time
• Run reports to see benefit participation, annual premiums, and more

Customize

Add your own content to customize the individual experience.

• Upload your logo
• Add a welcome message in PDF or html
• Attach important documents, like handbooks and benefit guides

Enroll

The system uses your enrollment configuration to determine the available benefits for the individual. An enrollment wizard ensures that essential data is reviewed and updated.

• Integrated video coaches provide an overview of product features for many core and voluntary coverages. See a sample video coach
• The PayChecker™ and financial calculators help individuals make informed benefit elections.
• Capture enrollment confirmation forms including date and time stamp acceptance for everyone that completes their enrollment.

Life Events, Etc.

Enrollment opportunities are controlled by business rules and the administrator. Qualified life events are easy to manage.

• Discrete enrollment sessions can be created at an individual level, allowing full control over changes based on a qualifying life event.