Benefits enrollment that runs on configuration, not code.
BENI-365 is a single platform that adapts to every client's plans, rules, and roles — so onboarding a new employer group means configuring data, not rewriting pages.
- Tenant-isolated data on every table
- Full audit trail on every election and login
- Role-based access, least privilege by default
Every role gets its own module — and only the access it needs
Full plan and employee administration — scoped to their own organization only. Row-level security keeps every admin confined to their tenant, so no one ever sees another client's people or plans.
A dedicated view across the book of business they service, including production reporting on premium written by client and plan — without day-to-day HR administration access or unnecessary employee data.
Access limited to the enrollment sessions and appointments assigned to them — enough to guide an employee through elections, without a standing door into HR administration.
Employees see only their own coverage, elections, and dependents — never a coworker's — with every change captured in a full audit trail.
Add-on modules that grow with you
The core enrollment engine ships standard. These modules extend it — turned on per client, based on what each one actually needs.
BENI · Guide Studio
Branded benefit guides
- Create branded guides in minutes
- Approve with confidence
- Bilingual benefit guides — English & Spanish
- Distribute to employees effortlessly
Guide AI Assist
AI-drafted copy & images
- Draft with AI in seconds
- Generate on-brand, copyright-clear images
- Refine & improve content
BENI · Connect
Guide distribution, announcements & engagement analytics
- Distribute guides by email
- Send announcements & enrollment reminders
- Track engagement with audience filters
BENI · Multi-Language
Spanish enrollment for Medical
- Employee-chosen enrollment language
- Spanish plan text alongside English
- Per-client English-only override
BENI · Engage
SMS & automated outreach
- Text-message announcements & reminders
- Double opt-in consent
- Use BENI's messaging service or your own Twilio or Telnyx account
BENI · Counselor Scheduling
Book time, track production
- Employees book counselor appointments directly
- Counselors see their full schedule in one place
- Production analytics per counselor, per client
BENI · Carrier Export
Automated 834 EDI feeds
- Standard ANSI 834 file generation
- Scheduled or on-demand carrier feeds
- Eligibility changes sync automatically
BENI · Engagement Analytics
See how communications perform
- Delivery, open, and click tracking on sends
- Completion lift after reminders
- Who-was-sent-what, tied to your audit trail
Built for how benefits teams actually work
Everything a HR or benefits team needs to run open enrollment — without a separate build for every client.
Multi-tenant by design
Every client gets tenant-isolated data, roles, and permissions on one platform — never a code fork.
Configurable enrollment models
Tier, election, employee-only, or acknowledgment — the right pattern for every product, set through configuration.
Plan years & eligibility rules
Model waiting periods, class-tiered rates, and eligibility logic without touching a line of code.
An employee experience that makes sense
A guided enrollment flow with benefit guides, review, and confirmation — built for people who aren't insurance experts.
Communications & benefit guides
Distribute benefit guides, enrollment reminders, and off-season announcements straight from the platform.
Reporting & audit trail
Every election, change, and login is logged and reportable — built with SOC 2 principles from day one.
One platform. Built around your people.
Five simple layers work together behind the scenes, so switching employers never means starting from scratch.
From new client to open enrollment
Configure the client
Set up branding, roles, and access for the new tenant.
Load the plans
Import plan years, rates, tiers, and eligibility rules.
Import the census
Bring employee data in through a structured upload.
Employees enroll
A guided, product-aware flow with review and confirmation.
Track & report
Real-time completion tracking and exportable reporting.
Your people's data, protected like it matters
Every table, every role, every action is scoped and logged from the ground up — because the people trusting you with their benefits deserve real protection, not an afterthought.
See BENI-365 on your own plans
Send us your open enrollment timeline and we'll walk you through the platform on real plan data.