AgentConnectfor enrollment and endorsements
Messy employer files in. Clean member records out, the same day.
AgentConnect reads each employer’s HR file in whatever format it arrives, works out the new hires, resignations and dependent changes, and prepares clean member records. Anything ambiguous is flagged before a record changes.
30-day money-back guarantee.
If it isn't working, you don't pay.
Before and after · estimated ranges
- Employer file to clean member records
- 2–5 daysSame day
- Lines keyed in by hand
- Every oneOnly the ambiguous ones
Estimated ranges for a monthly employer file of additions, deletions and dependents, to be confirmed in your pilot.
Still cleaning employer HR files by hand?
HMO membership teams and their BPO partners · 0:42Before and after · estimated ranges
- Employer file to clean member records
- 2–5 daysSame day
- Lines keyed in by hand
- Every oneOnly the ambiguous ones
Estimated ranges for a monthly employer file of additions, deletions and dependents, to be confirmed in your pilot.
- Tasks automated
- 10Kor more
- Agents deployed
- 1Kor more
- Hours saved
- 100Kor more
- Consequential actions without your approval
- 0
As of October 2026
Today
Still cleaning employer HR files by hand?
- 01
Every employer, a different format
One sends a spreadsheet, another a PDF, another a list in an email. Each one is retyped.
- 02
New hires without cover
A new hire’s record lags the file by days, and their first LOA request bounces.
- 03
Leavers still on the plan
Resignations keyed in late mean premiums and claims for people who have gone.
In the film
What the agent does, step by step.
- Every employer HR file gets cleaned by hand: adds, dependents and terminations, line by line.
- AgentConnect cleans the file into member records and flags the records with missing birthdates.
- The enrollment officer signs off, the batch goes to enrollment with one record held back, and the gaps go back to HR.
- Today
- Member recordNeeds cleanup
- With AgentConnect
- Ready for sign-offMissing birthdates flagged
Try it
Tell the agent what to do.
Type a job, or pick one below, and watch a simulated run get as far as your approval.
Where a person steps in
It stops before anything consequential.
These are the moments the agent hands to your team. Each decision is recorded with who made it.
- 01
Every record change
Additions, deletions and endorsements are prepared, and a person approves the batch.
- 02
Anything ambiguous
A name that doesn’t match, a missing birth date, a dependent over the age limit: flagged, never guessed.
- 03
Back-dated changes
Go to a person to confirm the effective date.
What AgentConnect agents handle
- Prepares member changes for approvalHMO · Enrollment · waits for a person
- Reads each employer’s HR fileHMO · Enrollment · handled end to end
- Flags dependent records that don’t matchHMO · Enrollment · waits for a person
- Reads each employer’s HR fileHMO · Enrollment · handled end to end
Every step is logged. Anything consequential waits for a person.
Works inside your HMO core system, employer HR files and your email. Nothing to migrate.
ROI calculator
What would it give back on enrollment?
Put in your own numbers. The result updates as you type, and we can email you the full breakdown.
What AgentConnect would give back
- Hours back each month
- 50
- Value of that time, per year
- US$3,600
- Capacity freed
- 0.3 full-time people
Conservative estimate. Your numbers may differ.
Hours = volume × time per item × the share the agent takes on. A full-time person is 160 hours a month. Approval time isn't counted as saved. Currency rates are fixed, as of October 2026.
The guarantee
Live in 30 days, or your money back.
Your enrollment workflow, from first call to running in your systems, in a month.
Week 1
Scoped with you
We map your use case with you: what the agent will run, and what it will hold for your approval.
Week 2
Connected to your systems
We build the agent and connect it to the systems the work already lives in. Nothing to migrate.
Week 3
Run alongside your team
It works real cases next to your people, with your approval step in place, so you can check every result.
Day 30
Live, or your money back
If it isn’t working on day 30, you don’t pay.
AI upskilling
Train your team to work alongside the agents.
A learning plan for every agent, built from their own skills check, so your people know how to review what the agents prepare, handle the exceptions and step in.
Questions
What people ask about this one.
What formats can employers send?
Whatever they send today. We set the agent up around your employers’ real files when we scope it.
Does it change member records on its own?
No. It prepares the changes, and a person approves them before any record is updated.
What happens to a line it can’t match?
It’s flagged with the reason, for your team to resolve.
Keep watching
Now do it with your enrollment.
Bring your own process to a working session. We’ll map what AgentConnect would run, what it would hold for approval, and how we’d have it live in 30 days.