Skip to content

For brokers & agents

You win the account. We do the build.

We build the benefits platform behind your group accounts, connect it to the carriers and payroll, and stay on the case long after go-live. You keep the relationship. We do the work.

Electronic enrollment is the easy part to sell and the tedious part to deliver. Plan documents, rates, eligibility rules, a census that arrives in six different formats, then carrier feeds that have to actually reach the carrier. That is our job, on 899 groups across 46 states. Yours is the client.

Why it wins accounts

Electronic enrollment does more than save paper.

Faster than paper, and it stays fixed

  • Elections are entered once, by the employee, and never re-typed by anyone
  • Transcription errors stop being something you discover the following January

Renewals you are not dreading

  • The plan year rolls, rates update, and the case is rebuilt and tested before enrollment opens
  • Passive enrollment where it fits, active where it does not

Carrier feeds are part of the build

  • 60 carriers connected today, with 714 groups on live API exchange
  • API data exchange where the carrier supports it, EDI 834 files where it does not

Payroll and COBRA stop disagreeing

  • Deduction feeds to 27 payroll providers
  • Events to 33 COBRA administrators and 33 cafeteria plan administrators

New hires do not slip past you

  • The platform tells you when someone joins, so the enrollment window is not missed
  • Onboarding, document acknowledgement and PTO tracking in the same place

You keep the relationship

  • We build and support behind your agency. The client stays yours
  • Named people on the account through the build, the training and every open enrollment after

The build sequence

How a build goes on your case.

The same order every time, whether it is a twelve-life group or the 13,563 we run at the other end.

01

Demonstration

You and your client see the tool before committing to anything.

02

Timeline

We set dates that survive contact with open enrollment.

03

Plan & census intake

Benefits, rates, eligibility rules, and every existing coverage and member.

04

Build and test

We construct the case and test its working parts before anyone logs in.

05

Review and train

We walk the build with you and the client, then teach them to run it.

06

Connect the feeds

Carrier EDI, payroll and COBRA connections go live.

07

Stay on the account

New hires, new questions, next open enrollment. We are still here.

08

Grow with it

As the group changes, the platform and the training change with it.

Carrier agnostic

Your client’s carriers, already connected.

60 carriers, 27 payroll providers, 33 COBRA administrators and 33 cafeteria plan administrators live today. API data exchange where the carrier supports it, EDI 834 files where they do not.

950
Groups on platform
218,000
Employees covered
60
Carriers connected
714
On live API exchange
46
States served

As of September 2026. Active groups only; demonstration accounts excluded.

Ready when you are

Let’s put your next group on a platform that runs itself.

Bring a census and a renewal date. We will show you exactly what the build looks like.