A benefits professional in a blue blazer meeting with an employee across a desk
Decision infrastructure for benefits

Better benefits decisions create better outcomes.

Enrollify combines behavioral science, structured technology, and human expertise to move employees from communication to confident action — and measure what happens next.

Licensed benefits professional? Explore the Benefits Guru network
Employee reached
SMS delivered
10:42 AM
Guidance started
Plan comparison active
10:47 AM
Human support
Benefits Guru available
10:51 AM
Outcome
Decision completed
10:58 AM
1,200+credentialed Benefits Gurus in the network
GuardianCarrier partner
50 stateslicensed coverage, matched by jurisdiction
PrudentialCarrier partner
English + Spanishplus additional languages on request
AflacCarrier partner
8 secmedian time to match an employee with a Guru
Lincoln FinancialCarrier partner
7am – 9pmlocal-time availability across time zones
94% ★★★★★employee satisfaction after a conversation
16×engagement vs. email alone
1,200+credentialed Benefits Gurus in the network
GuardianCarrier partner
50 stateslicensed coverage, matched by jurisdiction
PrudentialCarrier partner
English + Spanishplus additional languages on request
AflacCarrier partner
8 secmedian time to match an employee with a Guru
Lincoln FinancialCarrier partner
7am – 9pmlocal-time availability across time zones
94% ★★★★★employee satisfaction after a conversation
16×engagement vs. email alone
The Enrollify system

One system. Every step between strategy and action.

Most benefits programs stop at communication. Enrollify connects strategy, orchestration, guidance, human expertise, and measurement into one continuous path.

01Input
Benefits strategy
Plan design · Objectives · Populations
02Orchestration
Behavior Change Engine
Signals · Timing · Sequence · Channels
03Delivery
Employee activation
SMS · Email · Voice · Video · Digital
04Experience
Decision experience
Structured guidance · AI + human · Human expertise
05Result
Employee action
 
06Measurement
Outcome intelligence
Adoption · Questions · Satisfaction · Strategy alignment
Behavior Change Engine

Information doesn't change behavior. The right sequence can.

Enrollify sequences the right message, on the right channel, at the moment an employee is most likely to act — then escalates to a person when the decision deserves one.

  1. Monday
    SMS delivered
    Channel: mobile · 9:15 AM
  2. Tuesday
    Email opened
    Engagement signal captured
  3. Wednesday
    Digital experience visited
    Plan comparison started
  4. Thursday
    Recommendation generated
    Structured guidance
  5. Thursday
    Human guidance requested
    Benefits Guru matched
  6. Thursday
    Decision completed
    Outcome recorded
A path for every preference

Every employee can choose how they decide.

One experience, three entry points. Employees choose how much support they want, and the system adapts.

An employee reviewing her benefits options on a laptop at workAn employee couple reviewing benefits paperwork with a counselorTwo professionals shaking hands across a conference table
Session
Plan comparison active
Self-serve
Outcome
Recommended strategy selected
Decision recorded
The decision experience

Every recommendation shows its work.

Structured guidance carries the analysis and explains its reasoning — then hands the moment to a licensed professional the instant it should.

  • Reasoning and trade-offs in plain language
  • Guidance bounded by the actual plan set
  • Human support one tap away, with context
10:51
MyBenefitsGuru
A Benefits Guru greeting someone at the start of a video conversation
Live conversation
Maria R. · Benefits Guru
“Which plan makes the most sense for my family?”
Signal
Additional guidance recommended
Comparison repeated 3×
Human support
A Benefits Guru taking a call from her home office
Maria R.
Texas licensed · EN + ES
Products

Two experiences. One intelligence layer.

Employees get guidance they trust. Benefits Gurus get the context that makes a conversation useful in the first two minutes.

MyBenefitsGuru · employee
Employee experience
Guidance, in the employee's words
Session
Benefits experience opened
10:47 AM
Guidance
3 plans compared
10:51 AM
Outcome
Strategy selected
10:58 AM
Whisper · Benefits Guru
Collaborative intelligence
Context arrives before the call does
Context
Household + plan history loaded
Pre-call
Suggestion
Ask about HSA contribution intent
Live prompt
Match found
Guru licensed in TX · bilingual
Matched in 8 sec
Who we serve

Different mandates. The same decision problem.

Carrier leadership team reviewing distribution strategy in a meeting
Carriers

Turn distribution strategy into measurable employee action.

Enrollify closes the gap between a plan you designed and a decision an employee actually makes.

  • Activation across every channel employees actually use
  • Adoption and satisfaction reported by population
  • Guidance that stays inside your plan design
An advisor explaining a benefits strategy to two colleagues
Agencies

Scale client experience without scaling operational burden.

Enrollify supplies the licensed capacity, the workflow, and the reporting your clients ask for.

  • Nationwide credentialed Benefits Guru capacity
  • One repeatable client experience
  • Reporting your team can present as-is
An employee couple reviewing benefits paperwork with a counselor
Employers

Reduce employee confusion and HR workload.

Employees get answers from a licensed professional instead of a benefits guide nobody reads.

  • Fewer repeat questions routed to HR
  • Support in the employee's language and time zone
  • Evidence that your strategy landed
Outcome intelligence

Reach is the beginning. Action is the point.

Enrollify reports what employees actually did — decisions completed, questions avoided, satisfaction earned — measured against the strategy you designed.

  • Adoption and satisfaction by population
  • Question volume routed away from HR
  • Strategy alignment, not just enrollment counts
  • Reporting your team can present as-is
enrollify.com / outcome intelligence
Reach
90%
Engagement
16×
Decisions completed
2.8×
HR questions
−80%
Satisfaction
94%of employees rated the guidance experience positively
01 Reach
90%
Of employees reached through sequenced activation.
02 Engage
16×
Increase in benefits engagement versus static communication.
03 Act
2.8×
More employees completing a benefits decision.
04 Reduce friction
80%
Fewer repeat questions routed to HR teams.
05 Satisfy
94%
Employee satisfaction with the guidance experience.
A licensed benefits professional standing in a café
The Benefits Guru network

Technology scales the experience. People add judgment.

Enrollify gives Gurus the context, training, and tools they need so they can focus on the conversation.

Discipline

Behavioral science

Sequence, timing, and channel choice built on how people actually make decisions under uncertainty.

Discipline

Structured technology

Grounded, explainable guidance bounded by the plan design in front of the employee.

Discipline

Human expertise

Credentialed, licensed professionals available at the moment a decision needs a person.

Next step

Sophisticated infrastructure. A human experience.

See how Enrollify moves employees from communication to confident action — and measures what happens next.