Connect the systems so changes flow once.
We help configure the enrollment platform, the payroll feed and the carrier files.
Send Us Your Renewal ← Back to Benefits Administration And Payroll
Enter it once.
What Happens In This Step
We set up the enrollment platform for your plans and connect it to payroll and the carriers where the systems allow.
Where they do not connect, we create a standard routine that keeps them aligned.
What You Get From It
A working flow from enrollment to payroll to carrier.
Fewer re-keyed entries and fewer mismatches.
What this step needs and produces.
What We Need
Access to your payroll configuration and carrier file requirements.
What We Do
We configure and test the connections.
What You Get
A tested flow and instructions for your team.
Questions on this topic.
Short answers for agency owners.
What if our payroll is not supported?
We design a routine that works without a direct connection.
Will we need IT help?
Sometimes a little. We tell you what we need.
How is it tested?
With sample changes followed through to the carrier.
General information, not legal or tax advice. Confirm the rules that apply to your agency with your attorney or tax advisor.
Send us your renewal.
We’ll tell you whether it looks competitive, where we see opportunity, and the five questions we’d put to your carrier. No cost, and no obligation to move anything.
The renewal letter
Your current plan summary
Contribution split by tier
Enrolled counts by tier
Four documents, two more if your group is 50 or more. Nothing else; every extra one is a reason to postpone.
An independent employee benefits consulting firm. We look at the entire benefits program — cost, plan performance, risk and administration.
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