During Open Enrollment and for mid-cycle qualifying life events, employees can compare available plans and make their benefit elections through the portal using a shopping cart experience. A wizard-like interface walks the employee through the various steps of the enrollment process, providing explanation and prompting for required information at each step.

Administrators can track each employee’s progress and easily send out reminders to employees who have not completed their enrollment. Upon completion of the process, all the necessary enrollment forms are automatically generated and signed by the employee via electronic signature.

The completed forms are error-free and ready to be sent to the carrier for processing and automatically saved to the employee’s permanent personnel file. For certain carriers, enrollment data can be sent automatically via an EDI (Electronic Data Interchange) feed, eliminating the need for paper forms!