The flow in one line
The agent sells the group, the census is scored, the proposal goes out, the employer sets classes and contributions, employees enroll, the TPA receives its 834 file, and the employer receives an invoice.Who it is for
Agents
Create groups, upload censuses, and send branded proposals.
Agencies
Run an agency-branded back office with controls over who does what.
Employers
Set up classes and contributions, track enrollment, and pay invoices.
Corporate
Oversee agencies, approve scoring, and control pricing and compensation.
Where to look
What the platform can do
Features by area, with their current status.
What it does not do
Features that are not in the initial release, and known constraints.
Architecture and data
Design decisions, the domain model, data dictionary, integrations and environments.
Changelog
What has changed, and when.
The platform is in development. Each feature page shows whether a capability is available, in development, planned or not included, and the changelog records changes as they happen.