Streamline your enrollment

Benefits Operating System

One cohesive system to enroll and manage all of your benefits.

Private exchange – a marketplace for medical, voluntary, administrative, and other products.

Benefits – Administer and enroll any combination of medical, voluntary, ancillary, administrative, or other benefits.

Decision Support – Helps keep individuals constantly aware of their bottom line throughout their election process.  Navigation coaches help guide people through an enrollment with ease.

Bilingual Enrollment – Many products feature English and Spanish speaking coaches to assist with purchasing decisions.  In addition, our agency owner is bilingual and may assist in Spanish speaking meetings.

Enrollment methods – Choose the method or a combination of methods that will maximize your group participation.

Enrollment styles – You can use any of these enrollment styles together, or in any combination that meets the needs of your group.  We always recommend a one on one counseling session with employees for the best experience.

Online – can accommodate self service, enroller led, and call center connected enrollments.

Offline – where WiFi access is limited, we can accommodate.

Call Center Connection – Data fields can be edited and updated by the broker or HR administrator after the enrollment.