Build your own cases

Reduce your enrollment setup cost by becoming a trained case builder.

Case setup

Manage your own case from the beginning

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    Build benefits

    Eliminate the setup cost of benefits by building them yourself. Build benefits for online enroller assisted and self-enrollment with a comprehensive online toolkit.

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    Import census with field mapping

    Importing a .csv or .xls census file. Specify which fields to map to your column headers to speed up the import.

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    Build exports

    Create payroll exports, custom exports, and carrier specific 834 exports. Building these yourself can save time and money during the case setup.

Case deployment

Control your case deployment from start to finish

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    Control enrollment window

    Pick the right time to set your open enrollment window, or create custom enrollment windows for specific groups or individuals based on rules you determine.

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    Update cases

    Independently update your case file during enrollment with time critical items.

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    Controlled access

    Create multiple accounts with specific privileges for brokers, enrollment managers, and enrollers, so everyone has access to the tools and resources they need while maintaining data privacy and integrity.

Where to find us

Our office is located on the ground floor of the Dana Warp Mill. Door 2A is at the end of the boardwalk, near the center of the building.

Parking is available on the street in front of the building or in the lot to the north west of the building.


Tel: (207) 854-5454