Our Services

Case Builds

A Solid & Streamlined Enrollment Build

With a team led by experts in enrollment technology with experience over 15 years in the industry, we’ve seen almost any type of benefits plan or situation.  There is an enrollment technology solution for you in our platform agnostic service.

The 3 Phase Process



We’ll consult with you and gather requirements, current systems, benefit plan rules, eligibility, and census data collection.  Start simply by filling out the “Build My Case” form.



Once requirements have been established, we’ll consult with you on the best system to move forward with and will begin implementation.  This process can take anywhere from a few weeks to a few months depending on complexity of your build.  At this point we configure your benefit plans, employment rules, eligibility, load the census, and then begin establishing data connections.


After implementation, we’ll deploy your system, train users and validate enrollment is occurring as planned.  Once enrollment is complete we’ll complete case wrap up rules and audit to ensure the system followed all benefit and eligibility rules. Our EDI team will complete scheduled delivery of files.  You’ll then receive periodic check-ins from your account executive.

A Platform Agnostic Approach

We don’t believe in locking you into a specific platform.  We’ll consult with your needs and build your case on the system that best fits your products, skill level, and resources.