CHOICE BENEFITS • ENROLLMENT OPERATIONS
BROKER + ADMIN WORKSPACE

Every enrollment.
One clear view.

Track medical and ancillary progress, identify incomplete applications and coordinate the handoff from shopping to active coverage.

Illustrative dashboardThis preview uses sample records. Live employee-level tracking will require authenticated access and live carrier shopping enrollment webhook.
Eligible126Across 3 employers
Invited12196% of eligible
Shopping37Needs follow-up
Submitted66Application received
Enrolled52Coverage selected
ENROLLMENT PIPELINE

Where every employee stands

EmployeeEmployerMedicalAncillaryLast activityStatus
EMPLOYER ROLLUP

Progress by group

See participation, selected funding path and the next operational action without exposing medical information.