the platform

tools, recipe, & people to improve engagement & education

Enrollify provides an integrated project management solution that is easy to use and scales with your organization.

one solution that does it all

Created specifically for the employee benefits industry, Enrollify is the only integrated platform designed to amplify corporate narratives, increase employee engagement, and facilitate empathetic and agnostic decision support at scale.

branded employee application

Your very own white-labeled software

  • Compatible with any desktop, laptop, tablet, or smartphone
  • Curated employee benefit information
  • Flex Scheduling with Smart Match–assigns appointments to credentialed counselors by state license, language, and availability
  • Virtual and face-to-face appointment options
  • Benefits Wallet organizes and stores ID cards
  • Rate My Benefits Guru feedback

operations & implementation hub

Communicate, calendar, and execute in one system

  • Pipeline Management
  • Customizable and templated communications with one-click campaign setup
  • Integrated voice, MMS, SMS, email, and push notifications
  • Targeted messaging by population
  • Robust reporting & analytics
  • Platform and carrier agnostic

human capital management

Enhance Existing Team or Access Credentialed Talent

  • On an as-needed basis from the Guru Marketplace
  • NIPR Integration to support search by licensing and appointment
  • Proposal Offer & Negotiation Management
  • Comprehensive library of pre-requisite coursework, completion management, and credentialing
  • Real-time Analytics and results reporting
  • Daily payment of per diem & Seen/Executed monies
  • 1099 Management

We work hard to ensure our partners have everything necessary to exceed the expectations of even the most complex enrollment.

We are an extension of your team by providing you support through:

  • Supporting or Conducting Client Demos
  • System Onboarding & Training
  • Partnering with Initial Case Set Up
  • Developing Case Strategy

Whether in preparation for open enrollment or welcoming new hires, we are here to support you every step of the way.

Book Demo

tech funding partners

ready to
benefit people?