
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.


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
Enrolment Time
From Weeks to Hours
Centralized
Operational Visibility
Scalability
Cross-border Ready.
Real Impact for Real Businesses

Reduced Time-to-Enroll
What used to take weeks now only takes hours using automation and flexible workflows.

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

Enterprise-Grade Security
Be completely compliant with HIPAA, PCI-DSS, and all other regulatory models.
Why Choose Everestek?

Configurable Workflows
Tailor the platform to your organizational policies and processes

HIPAA & SOC 2 Compliant
Built with security and privacy at its core

Ongoing Updates
Stay compliant with evolving federal/state ACA regulations

Modular Design
Scale as you grow. Add functionalities as needed.

Expert Support
Dedicated onboarding, training, and ongoing support from ACA experts.
Services Provided

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

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

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

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

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

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

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
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!
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.