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Group Enrollment Platform

The Group Enrollment Platform by Everestek is a comprehensive, cloud-native solution designed to streamline the insurance enrollment lifecycle for group-based offerings. Built for both pet and human insurance carriers, the software serves the employer, employee, broker, agent, and carrier.

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Transforming Legacy Processes with Scalable Solutions

It offers a simpler method for streamlining the complexity of enrolling individuals in employer-sponsored benefits. It maintains intuitive workflows, configurable plan setups, and seamless collaboration of stakeholders without losing compliance, security, and scalability. Being a health insurance enrollment software, it enables insurance providers to transform legacy processes, minimize administrative complexity, and speed up market growth. Not only is it flexible, but it’s designed to scale with increasing demands on a variety of industries.

Group Enrollment Simplified

Everestek’s Group Enrollment Platform was designed to tackle the fragmented, manual-heavy processes that have historically plagued insurance enrollment for groups. Whether serving pet insurance carriers expanding into new markets or health insurance providers supporting supplemental products, the solution offers an end-to-end ecosystem where groups can be onboarded quickly and employees can enroll in a matter of clicks. As a full-featured health insurance enrollment software, it combines speed with compliance. It helps providers maintain visibility and control across user journeys. With the functionality of membership management software integrated into its architecture, employers and agencies can manage billing, benefits, and users in real time. Through connection to outside carrier systems, compliance workflow automation, and providing real-time visibility into operating metrics, the platform sets insurers up to move faster, serve smarter, and grow stronger, without compromising on security or customer experience.

Results

Reduced

Enrolment Time

From Weeks to Hours

100%

Centralized

Operational Visibility

Nationwide

Scalability

Cross-border Ready.

Real Impact for Real Businesses

Reduced Time-to-Enroll

Reduced Time-to-Enroll

What used to take weeks now only takes hours using automation and flexible workflows.

Actionable Insights

Actionable Insights

Make data-driven decisions informed by built-in dashboards and downloadable reports.

Enterprise-Grade Security

Enterprise-Grade Security

Be completely compliant with HIPAA, PCI-DSS, and all other regulatory models.

Why Choose Everestek?

Configurable Workflows

Configurable Workflows

Tailor the platform to your organizational policies and processes

HIPAA & SOC 2 Compliant

HIPAA & SOC 2 Compliant

Built with security and privacy at its core

Ongoing Updates

Ongoing Updates

Stay compliant with evolving federal/state ACA regulations

Modular Design

Modular Design

Scale as you grow. Add functionalities as needed.

Expert Support

Expert Support

Dedicated onboarding, training, and ongoing support from ACA experts.

Services Provided

Custom Group Enrollment Portals

Custom Group Enrollment Portals

Built tailored portals for carriers, agencies, employers, and employees, enabling each stakeholder to perform their role in the enrollment process with minimal friction. This includes capabilities often expected from modern health insurance management software platforms.

Multi-Role Access & Hierarchical Management

Multi-Role Access & Hierarchical Management

Developed a permission-based system supporting a hierarchy of users, including carrier admins, brokers, agents, group administrators, and end-users (employees or policyholders).

Pet & Human Insurance Support

Pet & Human Insurance Support

Created modular capabilities to support both employee benefit products (A&H, Life, P&C) and pet insurance, with custom plan setup and eligibility rules, supported under a unified membership management software model.

Quote Without Signup

Quote Without Signup

Implemented a public quoting capability allowing users to compare plan options for purchase without becoming a registered user, lowering acquisition hurdles.

Claims Administration

Claims Administration

Constructed processes for claims filing, adjudication, and status monitoring, with audit trail and integration points for carrier-side examination.

EDI & System Integrations

EDI & System Integrations

Enabled seamless data sharing using standardized formats (EDI 834, 837, etc.) to integrate with external systems like care providers, TPAs, and payment gateways.

Direct Integration with Policy Admin Systems

Direct Integration with Policy Admin Systems

Added support for direct integration with policy administration systems to ensure real-time synchronization of policy data and minimize redundancy.

Agent & Commission Management

Agent & Commission Management

Built modules for agent and agency onboarding and management, performance monitoring, and dynamic commission payment calculations.

Advanced Billing Support

Advanced Billing Support

Designed billing modules with capabilities for premium calculations, installment schedules, reconciliation, and automated reminders to ensure smooth financial operations.

Reporting & Insights

Reporting & Insights

Utilized a real-time reporting engine to monitor enrollments, renewal trends, claims metrics, billing information, and group performance insights.

Cloud Deployment on AWS

Cloud Deployment on AWS

Utilized AWS with infrastructure-as-code (Terraform/CDK) for high availability, disaster recovery, cost optimization, and auto-scaling.

Security & Compliance

Security & Compliance

Utilized fine-grained access control, encryption, audit logging, and data residency policies to enable compliance (e.g., HIPAA, PCI DSS) standards in best-in-class health insurance enrollment software.

GenAI Features

GenAI Features

Integrated Generative AI capabilities to assist with automated policy explanations, claims pre-checks, and user support, reducing manual intervention and accelerating turnaround times.

Get In Touch

For any business-related questions or partnership opportunities, feel free to reach out to us at hello@everestek.com. We're here to assist you!

Ph: +1 800-323-4424

Let’s Build the Future of Group Enrollment

From traditional health carriers to next-gen pet insurers, Everestek empowers you to deliver smarter, faster, and more engaging enrollment experiences.

Schedule a Demo or Talk to Our Team to see how Everestek can simplify your group enrollment process and transform operations at scale.

Reach out to us at hello@everestek.com and let’s turn insights into impact.