Build your own cases

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.

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.

Build exports

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

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.

Update cases

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

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.