EnrollTools

Enrollment Solutions
Built for Brokers

Turn-key enrollment fulfillment that educates and enrolls employees in their benefits, one-on-one by phone, in any language. You focus on growing your book. We handle the rest.

15+
Languages
2-3X
Participation
30%
EnrollTools Fee
70% Broker
Enrollment Fulfillment

Full-Service Enrollment Support

Our trained counselors meet with employees to educate and enroll. You receive complete reports and real-time visibility.

25 to 30,000+ employees supported. From small groups to enterprise organizations with multi-location coordination.

One-on-One Phone Enrollments

Licensed counselors walk every employee through their options by phone, with full support.

  • Private one-on-one sessions
  • Bilingual counselor support
  • Evening & weekend availability
  • Call recording for compliance

Self-Scheduled, Built Around Shifts

Employees book their own call time, so enrollment fits their schedule instead of the other way around.

  • Employee self-scheduling
  • Automated SMS & email reminders
  • Multi-location coordination
  • Digital document completion

Real-Time Reporting

Complete visibility with live dashboards and automated progress updates.

  • Live enrollment dashboards
  • Daily progress summaries
  • Product breakdown analytics
  • Post-enrollment final reports

IVR & Call Center

Extended hours call center with multi-language voice support and VOIP recording.

  • 4AM-7PM PT availability
  • Inbound & outbound support
  • Automated appointment reminders
  • Callback request handling

New Hire Solutions

Year-round enrollment support for employees who join after open enrollment — so no one falls through the cracks.

  • Dedicated new hire enrollment sessions
  • Automated onboarding outreach
  • 30/60/90-day check-in campaigns
  • Mid-year counselor availability
The Process

How It Works

From handoff to final report. Zero tech burden on your team.

1

Share Enrollment Details

Send us the census, enrollment dates, and benefit options. We create the full project plan and configure our platform.

2

We Handle Coordination & Communication

Scheduling, staffing, materials, and HR coordination, plus all outbound marketing communications (SMS, email, outbound calls) and inbound replies.

3

Enrollment Execution

Licensed counselors meet with each employee one-on-one by phone, using your preferred enrollment system. Every session tracked with call recording for compliance.

4

Complete Reports & Ongoing Support

Comprehensive analytics, participation reporting, and continuous new-hire enrollment support at no additional cost.

5

Year-Round New Hire Follow-Up

We stay active between open enrollment periods. Every new hire receives a personal enrollment session — scheduled, communicated, and counseled by our team. Automated 30/60/90-day check-ins keep employees engaged with their benefits all year long, protecting participation rates and your renewal position.

15+ Languages Supported

English Spanish Korean Mandarin Cantonese Vietnamese Tagalog Hindi Arabic French Portuguese Russian + More

Native-speaking counselors ensure every employee fully understands their benefit options.

Unbiased Guidance: Our counselors are salaried, not commissioned, ensuring objective advice for every employee.

Platform Flexibility

Our licensed counselors are trained on all major enrollment systems including EASE, Employee Navigator, Selerix, and others. We use whatever platform you or your client prefers.

Pricing & Services

Simple, Aligned Pricing

Performance-based structures that ensure our success is tied to yours.

Enrollment Fulfillment

30%

Commission split on voluntary benefits revenue. Half the industry average.

Communication Services

4%

Tech override on annual premium, often covered by carrier subsidies.

25-30K+
Employees Supported
2-3X
Higher Participation
Zero
Tech Learning Curve
74%
Avg. Show Rate

Carrier Agnostic

We work with all major voluntary benefit carriers including Aflac, Colonial Life, Unum, Allstate, MetLife, and others. We also support core benefits and major medical plan education. Our counselors are trained on the specific products you're offering.

Enrollment Communication Services

Need employee outreach without full enrollment support? Our communication platform handles:

  • Automated SMS & email campaigns
  • Custom branded landing pages
  • Self-service scheduling
  • IVR phone reminders
  • Inbound reply management
  • Post-enrollment surveys

Preferred: 4% tech override. Many carriers provide subsidies that fully cover this service.

Performance-Based: Our pricing aligns our incentives with your success. We only succeed when you do.

Grow Your Book. We Handle the Rest.

Let's discuss how EnrollTools can support your next enrollment. Schedule a strategy call to explore your options.

Phone
(213) 589-3591
Email
support@enrolltools.com
Website
www.enrolltools.com
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