Benefits Administration Document Processing
Process benefits enrollment forms, beneficiary designations, plan elections, and life event changes with speed and accuracy.
The Problem
Open Enrollment Chaos
Hundreds or thousands of benefits forms arrive in a short window. Manual processing creates backlogs and enrollment errors.
Data Entry Bottleneck
HR teams spend weeks manually entering plan elections, beneficiary information, and dependent details into benefits systems.
Compliance Risk
Missing signatures, incomplete forms, and incorrect elections expose the company to compliance issues and employee disputes.
What We Do
Process All Benefits Documents
We handle the full spectrum of benefits administration paperwork:
- Open enrollment elections (medical, dental, vision, FSA, HSA)
- Life insurance beneficiary designations
- 401(k) enrollment and beneficiary forms
- Life event changes (marriage, birth, divorce)
- Dependent verification documents (birth certificates, marriage licenses)
Extract & Validate Elections
We pull critical data from each form and validate completeness:
Flag Exceptions
Quality checks identify issues before they reach your benefits carrier:
- Missing signatures or required fields
- Beneficiary percentages that don't add to 100%
- Invalid SSNs or dates of birth
- Elections outside eligible plan options
What You Get
Import-Ready Files
CSV/Excel formatted for your benefits carrier or HRIS (ADP, UKG, BambooHR, etc.)
Exception Report
List of incomplete forms, missing signatures, and validation errors requiring follow-up
Digital Form Archive
Scanned copies organized by employee for compliance and audit requirements
Summary Dashboard
Enrollment statistics, plan participation rates, and processing metrics
Common Use Cases
Open Enrollment
Process thousands of annual enrollment forms in days instead of weeks, meeting carrier deadlines with ease.
New Hire Onboarding
Fast-track benefits enrollment for new employees, ensuring coverage starts on day one.
Life Event Changes
Quickly process mid-year changes triggered by marriages, births, adoptions, and other qualifying events.
Get started
Share details about your document processing needs and we'll respond with a tailored plan and pricing estimate.