Our Services

EDI/API Data Exchange

Accurate Data Matters

We know the pain of data not making it to carriers or payroll systems on-time or with incorrect data.  Errors and inaccuracy can cost someone their coverage, force them to catch up on payroll deductions, and create huge headaches for HR, Finance & Brokers alike.  Our team develops a plan prior to enrollment to ensure all data will be received in the correct format and timely manner. We use APIs where available to make transfer even more seamless.

Data Transfer Services


Flat Files (CSV, TXT, XLS, etc)

If your systems can take a CSV (comma separated values), TXT (text formatted), or XLS (Excel) files we can export data to fit your format from any of our systems.

EDI 834 One-Off's & Automation

Using the ANSI 834 specification, our systems have 834 file capabilities to send data securely to carriers, especially medical, dental, and vision 834 files.  Depending on the system and setup, these can be sent for a one time Open Enrollment file or on an ongoing scheduled basis.

API (Application Programming Interface)

As the industry continues to modernize, our enrollment platforms are increasingly including API connections directly to new carriers every day.  Carriers such as Aflac, Ameritas, Guardian, Trustmark, The Standard, MetLife and more have API capabilities depending on platform.  This means in many cases, almost real-time synchronization of data between the benefit administration system and the carrier or payroll provider.  Many of these are setup on the LIMRA (LDEx) standards.

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.