Self-service enrollment
Guide new hires and open enrollment with step-by-step, mobile-ready experiences including plan comparison and dependent management.
Embedded Benefits
White-label benefits software your customers run as their own. Self-service enrollment, life event workflows, ACA compliance, HSA/FSA administration, and carrier reconciliation embedded through API or pre-built UI.
Benefits Highlights
Deliver self-service enrollment, plan comparison, and carrier reconciliation while reducing operational overhead.
Guide new hires and open enrollment with step-by-step, mobile-ready experiences including plan comparison and dependent management.
Handle qualifying life events with structured submissions and clear processing steps.
Keep benefits deductions synced with payroll cycles through automatic election-to-deduction processing and premium rate tables.
Compare enrollment and carrier data to catch mismatches early, with automated arrears tracking and recovery.
Operational depth
Self-service enrollment, life event processing, and carrier reconciliation that keeps deductions accurate across every payroll cycle.
Give employees a clean, mobile-first process for plan comparison, plan selection, and dependent management.
Employer and employee contribution rules, premium rate tables, and configurable enrollment windows reduce support burden for admins.
Support event-driven changes with clear documentation requirements and review steps.
Turn previously manual updates into repeatable system workflows.
Reconcile benefits data against payroll and carrier records with premium bill imports and carrier policy matching.
Automated arrears tracking and recovery protects margins without manual follow-up.
Support open enrollment, life events, ACA compliance, HSA/FSA accounts, and payroll-connected deductions with one integration.
Deliver self-service enrollment flows with plan comparison, dependent management, and configurable deadlines.
Connect policy administration, claims tracking, and pay-as-you-go billing with payroll-linked workers' compensation operations.
Administer 401(k), Roth, HSA, FSA, and HDHP accounts with employer matching, annual limits, and pre-tax/post-tax deduction handling.
Handle qualifying life events with structured submissions, document support, and clear review paths.
Track lookback measurement periods, generate 1095-B and 1095-C forms, and manage large employer mandate reporting.
Compare carrier and payroll data with premium bill imports, automated arrears recovery, and reusable reconciliation templates.
Carrier network
Worklio connects with leading medical, dental, vision, life insurance, and disability carriers so your clients get the coverage options they need.
Enroll. Control. Retain.
Launch self-service enrollment first, then operationalize life events, ACA reporting, and reconciliation for long-term margin protection.
Introduce guided enrollment flows that feel native to your product.
Open enrollment and new-hire enrollment with plan comparison
Plan visibility and dependent management
Deduction setup with election-to-deduction automation
Handle high-frequency updates without increasing support burden.
Structured qualifying life event submissions
Document-backed review workflows
Operational dashboards for enrollment status
Expand carrier and plan coverage while keeping data quality high.
Carrier sync, reconciliation, and arrears recovery
ACA compliance with 1095-B and 1095-C generation
Stronger retention through full-suite benefits UX
Launch white-label benefits experiences that improve customer retention and open new revenue streams.