What does the onboarding process look like for a new client?

It’s fast and simple to get started. After you've finalized your quote with our team, the entire setup process typically takes only about 10 minutes to complete.

The process can be even quicker if you choose to integrate your existing payroll system for employee onboarding. This integration allows us to automatically verify key business details, letting us skip some of the standard manual verification steps, such as collecting an EIN confirmation letter or a driver’s license.

Our intuitive, self-guided process will walk you through a few easy steps:

• Confirm your plan details: Review and verify the specifics of the health plan you've selected to ensure it matches your company's needs.

• Update contributions and start date: Set the employer contribution amounts and select the official start date for your company's coverage.

• Add banking and billing information: Securely enter your company's payment details for seamless premium payments.

• Add Employees: Input your employee roster so your team can get enrolled and start accessing their benefits.