Benefits Administration Automation
You shouldn't be playing email ping-pong with every life event.
Benefits administration software that handles enrollments, life events, and carrier sync. Open enrollment runs itself. Life-event changes (births, marriages, address moves) draft automatically. You approve the edge cases.
~5 hrs/wk back to you · life-event changes processed within 24 hrs, open enrollment runs itself
HOW IT WORKS
Three steps per life event.
Managed service. We do the setup, the agent orchestration, the exception handling. You own the decisions.
Step 1
Agents pull every benefits change as it lands.
From your HRIS, your benefits portal, or wherever life-event requests originate. Each change captured with the supporting documentation — birth certificates, marriage forms, dependency proofs.
Step 2
Agents apply your eligibility rules. Edge cases flag.
Routine enrollments — same plan, eligible dependent, on-time submission — process automatically. Anything off — late submission, ineligible dependent, plan-tier change — comes with the reason.
Step 3
Your Benefits Lead approves the changes. Carriers get the update.
One queue per cycle. Approve the batch or push back on a specific change. We sync the approved changes to your carriers (Aetna, BCBS, Cigna, UnitedHealth) within the hour.
Where the line sits.
Agents run the repetitive work your people lead / Benefits Lead shouldn’t be doing. You stay in charge of the judgment.
Specifically, agents don't:
- Enroll an employee in a benefits plan without your sign-off on eligibility.
- Approve a life-event change outside your eligibility window without flagging it.
- Email an employee about their benefits change without your Benefits Lead reviewing the note.
A human approves anything that changes your books, your customers, your compliance posture, or your people. Every time.
YOUR DATA STAYS YOURS.
Agents read what they need to do the work. Nothing is stored on our side. Nothing is used to train models.
PRODUCTION-READY ON DAY ONE.
Every deployment includes governance and approval chains, role-based access control, monitoring, and model management.
Ready to pressure-test it?
Talk to an agent or drop a note. We'll come back with a proposal.
FAQ
Frequently Asked Questions
Yes. Aetna, BCBS, Cigna, UnitedHealth, Kaiser, plus dental, vision, life — agents sync to whichever carriers your benefits run on.
Late events surface with the reason and the next available enrollment date. Your Benefits Lead decides whether to grant exception or queue for next open enrollment.
No. Agents layer on top — running the orchestration, drafting the changes, syncing to carriers. Your PlanSource keeps the elections.
Three deployment options: our compliant environment, your cloud, or on-prem. Data stays in the perimeter you pick. Agents read inline to do the work — nothing copied, stored, or used to train models.
Let's look at your workflow together.
Talk it through with an operator now, or send a note. Tell us what's eating your week — we're here to take routine work off your team's plate so they move faster on what matters.
LIVE · TALK OR TYPE
Talk it through with your operator.
A few minutes with the operator who knows this kind of work. Tell them what's slowing you down; if it's a fit, we'll line up a human follow-up to take it further.
Talk or type — your choice. No phone number needed.
ASYNC · 1 BUSINESS DAY REPLY
Or send us your workflow.
Tell us what eats your week. We read every one and reply within a business day.
