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Benefits administration, built and supported

Your enrollment data should move by itself.

We build your benefits platform, connect it to your carriers and payroll, and stay on the account after go-live. No paper. No re-keying. No wondering whether the file went out.

PlatPro & Employee Navigator builds · carrier EDI · payroll & COBRA feeds · ACA reporting

Carriers we connect

  • AFLAC
  • Principal
  • UnitedHealthcare
  • VSP
  • Guardian
  • MetLife
  • Mutual of Omaha
  • Colonial Life
  • Transamerica
  • Dearborn Life
  • Ameritas
  • The Standard
  • Sun Life
  • Aetna
  • UNUM
  • The Hartford
  • Lincoln Financial
  • MassMutual
  • Kaiser Permanente
  • Assurity
  • Anthem BCBS
  • + 39 more

Carrier agnostic by design. 60 carriers, 27 payroll providers, 33 COBRA administrators and 33 cafeteria plan administrators connected today. Not a limit on who we will connect next.

Platform

PlatPro

Our own benefits and HR platform, built for groups that want the enrollment, data and reporting stack in one place.

Platform

Employee Navigator

We build, configure and support Employee Navigator cases, and train the brokers and HR teams who live in them.

0
Groups on platform
0
Employees covered
0
Carriers connected
0
On live API exchange
0
States served

As of August 2026. Active groups only; demonstration accounts excluded.

What we actually do

Six things, done properly, instead of a feature list.

Every platform claims all of this. The difference is whether someone builds it correctly for your group and answers the phone in November.

Platform build

We take your plan documents, rates, eligibility rules and census, build the case, then test every working part before anyone logs in.

Carrier connections

API data exchange where the carrier supports it, EDI 834 files where they do not. Either way elections leave the platform and reach the carrier without anyone re-typing them.

Payroll & COBRA

Deduction feeds to your payroll provider and events to your COBRA administrator, so the three systems stop disagreeing with each other.

ACA reporting

Measurement, 1095-C generation and filing, with the data already in the system rather than reconstructed from spreadsheets each January.

Onboarding & HR

New hire onboarding, document storage and acknowledgement, PTO tracking, and remote workers captured for benefits like everyone else.

Support that stays

Training for your team and your clients through the life of the platform, not a handover document and a good luck.

What working looks like

When it is set up right, nobody touches it.

A new hire enrolls. The election leaves the platform, reaches the carrier, and comes back acknowledged. Payroll picks up the deduction. Nobody re-typed anything, and nobody had to remember to send a file.

Two ways in

You are either selling the case or living in it.

We build for groups of every size, from a single employee to 13,563. The median group on our platform has 74.

Brokers & agents

Win the account, keep the account, and stop losing evenings to paperwork.

  • Enroll electronically, faster than paper and with far fewer errors
  • Get notified on new hires so you never miss an enrollment window
  • Added value your competitor is not bringing to the renewal
  • We do the build and the support; you keep the relationship
For brokers & agents

Employers & HR

Spend open enrollment with your people instead of with a printer.

  • Online enrollment with automated employee reminders
  • One place for demographics, documents and acknowledgements
  • Reporting that tracks participation as it happens
  • Training for your team, and for the next person who joins it
For employers & HR

Numbered because it genuinely is a sequence

How a build actually goes.

No mystery, no black box. This is the order it happens in, every time.

01

Demonstration

You and your client see the tool before committing to anything.

02

Timeline

We set dates that survive contact with open enrollment.

03

Plan & census intake

Benefits, rates, eligibility rules, and every existing coverage and member.

04

Build and test

We construct the case and test its working parts before anyone logs in.

05

Review and train

We walk the build with you and the client, then teach them to run it.

06

Connect the feeds

Carrier EDI, payroll and COBRA connections go live.

07

Stay on the account

New hires, new questions, next open enrollment. We are still here.

08

Grow with it

As the group changes, the platform and the training change with it.

The people on your account

You will know who is building your case.

Not a ticket queue. The same team through the build, the training and every open enrollment after it.

Jeff Satterlee, Founder and Advisor
Jeff Satterlee
Founder and Advisor
Justin Goss, Chief Operations Officer
Justin Goss
Chief Operations Officer
Daniel Lewis, Data Integrations Manager
Daniel Lewis
Data Integrations Manager
Lauren Mitchell, Senior Executive Analyst
Lauren Mitchell
Senior Executive Analyst
Karen Dailey, Support Operations Manager
Karen Dailey
Support Operations Manager
Matthew Williamson, Integrations Build Team Manager
Matthew Williamson
Integrations Build Team Manager
Cynthia Melendez, Ongoing Consultant
Cynthia Melendez
Ongoing Consultant
Daniel Sanchez, Onboarding Manager
Daniel Sanchez
Onboarding Manager
Christen Wise, Integrations Builder
Christen Wise
Integrations Builder
Brent Roberts, Integrations Builder
Brent Roberts
Integrations Builder
Zebadiah Jordan, Integrations Builder
Zebadiah Jordan
Integrations Builder
Abigail Goss, Support Operations Account Manager
Abigail Goss
Support Operations Account Manager
Joseph Calabro, Support Operations Process Development Associate
Joseph Calabro
Support Operations Process Development Associate
Jose "Q" Quezada, Data Team Member
Jose "Q" Quezada
Data Team Member
Kristin Dickerson, Data Team Member
Kristin Dickerson
Data Team Member

Full team profiles

From the field

“Hi Jeff, I just wanted to take a moment to thank you, Daniel, and your team for all the support in building my case. Open enrollment went very smoothly with the platform, and I really appreciate the effort that went into making it such a seamless process. Thanks again for everything, your help has been invaluable. Best,”

Yuliana Garcia
Yuliana Garcia
District Sales Coordinator - Aflac-Eagle Pass

Ready when you are

Let's put your next group on a platform that runs itself.

Bring a census and a renewal date. We will show you exactly what the build looks like.