Technology & Enrollment

People-powered,
technology-driven.

Modern benefits administration paired with flexible enrollment across every channel — so your HR team spends less time on paperwork and your employees actually understand what they're choosing.

Centralized digital hub

A single source of truth with 24/7 self-service enrollment and plan comparison.

Automated data sync

Integrates with ADP, Paychex, and carriers via EDI/API — cutting manual errors dramatically.

Compliance & risk

Automates ACA reporting, COBRA notifications, and keeps clean digital audit trails.

Enhanced onboarding

New hires complete all forms and elections before their first day on the job.

Communication & enrollment

However your people like to enroll.

Quality, flexible coverage with support across every channel — so employees understand their options and choose with confidence.

01

One-to-one counseling

Personalized sessions that help each employee pick the plan that fits their family and budget.

02

Face-to-face enrollment

Maximum engagement with in-person counselor guidance during open enrollment.

03

Call center & co-browsing

Phone and web-based enrollment with a dedicated benefits counselor on the line.

04

Web self-enrollment

Employees enroll online at their own pace with clear, step-by-step communications.

05

Customized communications

Tailored messaging and materials for benefit fairs and year-round education.

06

Statements & booklets

Showcase the full value of your program — core and voluntary benefits in one place.

Smarter savings for your organization

Technology that trims the bill, too.

Dependent verification services

Confirm which dependents are actually eligible for core benefits — reducing unnecessary costs and keeping you compliant.

Section 125 & FSA tax savings

Help employees pay for qualified expenses with pre-tax dollars, boosting tax savings for employer and employee alike.

Make enrollment the easy part.

See how our platform and counselors take benefits administration off your plate.

Questions first? Talk to Gregory E. Meyer, Managing Partner — (336) 290-1000

Get a quote →