Scale your client experience without scaling the burden on your team.
Enrollify helps agencies improve execution, employee experience, strategy adoption, and client value through a combination of behavioral science, technology, and credentialed human support.
Reduce service burden
Fewer repetitive employee questions, less firefighting during OE, less strain on account teams.
Differentiate the agency
Bring an execution capability into finalist meetings that other agencies can't.
Revenue & retention
Higher client retention and expansion tied to measurable strategy adoption.
Flexible economics — including carrier-funded OpEx.
Agency-led
Deploy Enrollify as a core part of your client service model.
Carrier-funded
Carrier partners fund deployment as part of the case execution model.
Hybrid
A blended model with carrier and agency alignment for large cases.
Objective, non-commissioned guidance — defensible and documented.
Enrollify supports objective employee guidance and gives agencies a defensible, documented experience with audit-friendly, explainable recommendations.
Source: Enrollify 2025 aggregate book-of-business execution data. Owned internally; not third-party audited.
Discovery
Case selection, employer strategy alignment, activation calendar.
Build
Communication sequence, decision paths, content, and Guru coverage.
Activate
Coordinated omnichannel activation, MyBenefitsGuru, Guru-supported conversations.
Report
Adoption, participation, satisfaction, and downstream outcomes reported to you and the client.
Do you replace our benefits advisors?+
How is objectivity protected?+
Can Enrollify support ERISA-defensible documentation?+
What is the fastest path to deploy?+
Your benefits strategy is only as strong as the decisions employees make.
See how Enrollify can help your organization turn thoughtful strategy into confident employee action and measurable outcomes.