Overview

The Basics

• Personnel records
management
• Salary history
• Dependent management
• Emergency contacts
• License & certificates
• Education
• Job descriptions

Streamline

• New hire and open
enrollment
• Defined Contribution
• Decision support
• Medical, dental, vision
• Critical illness & accident
• Life & disability
• FSA, HSA & transit accounts
• Carrier feeds
• EOI & COBRA support

Next Level

• Online personnel notes
• Event transaction logs
• Track & approve employee
acknowledgments
• Event based compliance
triggers
• Customizable onboarding
• Document uploading for
employees

For Brokers

Technology that Doesn’t Break the Bank

We believe you should be able to give your clients best-in-class enrollment and HR technology for free.

No More Paper

Never worry about tracking down a signed app or wondering if employees have reviewed all of their compliance documents.

Control Your Data

A third party should never get between you and your groups. We ensure you have access to client data 24/7, 365.

For Employers

Streamline Employee Management

Know instantly when enrollment events occur and minimize claim and billing issues. Easily track time-off and onboard new hires.

Empower Employees

Our easy-to-navigate self-service portal puts employees in the driver’s seat.

Improve Employee Communication

Whether it’s benefits, compliance or company communications, employees are always in the loop.

For Human Resources

• Improves communication
• Gain instant access to your data
• Easy to use and customize
• Streamlines benefit shopping experience
• Modernizes employee management

For Employees

• Easy access to HR information
• Intuitive benefit enrollment
• On-the go mobile access
• Paperless on-boarding
• Empowers employees