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Benefits Administration

The plans you offer, and an honest record of who is on each one — kept where the rest of your people data already lives.

The problem

Who is on the health plan usually lives in a spreadsheet the broker emailed over, three months out of date. Nobody can say when somebody joined, whether the person who left in March was still covered in April, or how many dependants to declare at renewal — so the headcount going to the insurer is a guess, and the employee asking "am I covered?" gets asked to wait.

What it covers

The building blocks of Benefits Administration.

  • A catalogue of the plans you offer — health, life, accident, wellness or anything else
  • The provider, the policy number and the cover in your own words, on every plan
  • A cover window with a start date, and an end date when the policy has one
  • People join or decline a plan themselves, or HR records it for them
  • A dependant count on an enrolment, so the covered-lives figure is a real number
  • Ending cover on a date — and the record that it existed is kept, never deleted
  • A roster per plan with the enrolled, declined and ended standings, counted from the rows every time
  • Retiring a plan so it takes nobody new, without touching the cover of anyone already on it
  • Your own benefits page showing exactly what you are on and since when

Typical use cases

A few of the ways teams use Benefits Administration.

Group health cover with dependants
Term life and personal-accident policies
A wellness or EAP allowance with no policy number
Answering the renewal headcount without a spreadsheet
Proving whether somebody was covered on a given day

Ready to try Benefits Administration?

Start free in minutes, or book a walkthrough with our team.