We build and send employee benefits documents from your eligibility file: enrollment confirmations, annual notice packages and plan statements. Every message carries a delivery record for the individual who received it.
Used by benefit teams at employers with 150 to 5,000 employees, and by brokerages running campaigns for several client groups.
Open enrollment reminders, plan change confirmations and required annual notices are merged from the eligibility file you send us and issued as one message per employee, in your branding.
Each message is logged as queued, accepted by the receiving mail server, opened and downloaded. Administrators can export the log as CSV at any point during a campaign.
Documents stay available for 24 months. An employee who deleted or never received the message can ask their plan administrator for a new single-use retrieval link.
You send the file in the CSV layout we provide (employee ID, name, work email, plan, effective date). Files are transferred over SFTP or uploaded to your account folder. We validate the file and report rejected rows before anything is scheduled.
We build the message from your branding and your administrator’s wording, then send proofs to two named reviewers. Nothing is scheduled until both approve in writing.
Campaigns run in controlled batches during agreed working hours. The reply-to address reaches a monitored mailbox, so employee replies land with your team and not in a dead-end.
The report lists each recipient as sent, delivered, opened, downloaded or bounced, with the bounce reason code. Undeliverable addresses are returned in a corrected file while the campaign is still open.
Benefit teams without in-house mail operations use the portal for annual enrollment and required notices. We handle list hygiene, bounce handling and the audit trail your carrier or auditor may ask for.
A brokerage runs campaigns for several client groups from one account, with a separate sending identity and separate reporting per employer group.
Where the documents are already produced elsewhere, we deliver them through an API and return delivery status by webhook. Ask for the integration sheet.
Encryption
AES-256 at rest, TLS 1.2 or higher in transit.
Audit
SOC 2 Type II controls, audited annually.
Retention
Documents 24 months, access logs 12 months.
Hosting
Production data in AWS us-east-1, United States.