Carrier-Agnostic Enrollment Fulfillment for Independent Brokers
We Run Your Enrollments.
You Focus on Growing.
Turn-key enrollment fulfillment that signs employees up for benefits one-on-one by phone, in any language they speak. Our trained counselors handle every detail while you maintain complete visibility and control.
15+
Languages Supported
98%
Client Satisfaction
24hr
Reporting Turnaround
The White-Glove Experience
We understand that every enrollment reflects on your reputation. That's why we've built a service that operates as a seamless extension of your brokerage: professional, thorough, and completely hands-off for you.
From the moment you hand us an employee roster to the final enrollment report, we handle every touchpoint with the care and attention your clients expect. No software to learn. No systems to manage. Just results delivered to your inbox.
What "White-Glove" Means:
- ✓ Dedicated enrollment team assigned to your account
- ✓ All scheduling, coordination, and logistics handled
- ✓ Real-time dashboards and daily progress reports
- ✓ Zero technology learning curve for you
- ✓ Branded materials with your agency identity
Complete Enrollment Solutions
Every enrollment is handled the same way: one-on-one, by phone, with a licensed counselor guiding each employee through their options.
One-on-One Phone Enrollments
Every employee gets dedicated time with a licensed, non-commissioned counselor by phone. No meeting rooms, no travel, no logistics for your client's HR team to manage. Employees self-schedule at their convenience and complete enrollment on the call.
- Licensed, non-commissioned counselors
- One-on-one conversations, not scripts
- Same-day enrollment completion
- Multilingual counselors available
Self-Scheduling, Built Around Shifts
Employees pick a call time that works for them, including nights and weekends, so enrollment fits around their schedule instead of the other way around. Automated reminders keep no-shows to a minimum.
- Employee self-scheduling
- Automated SMS and email reminders
- Works around shift schedules
- Digital document completion
Call Center Support
Automated reminders, multi-language support, and smart routing connect employees with counselors when they're ready to enroll. Perfect for reaching employees who work non-traditional schedules.
- Automated appointment reminders
- Multi-language voice prompts
- Call recording for compliance
- Callback scheduling for busy employees
Real-Time Reporting
Stay informed without lifting a finger. Our reporting dashboard gives you complete visibility into enrollment progress, participation rates, and premium totals, updated in real-time throughout the enrollment period.
- Live enrollment dashboards
- Daily progress summaries via email
- Product-by-product breakdowns
- Final reports for carrier submission
Every Employee Understood
Benefits are personal. That's why our counselors communicate with employees in their preferred language, ensuring complete understanding of their coverage options.
Don't see a language you need? Our extensive network of multilingual counselors covers virtually every language spoken in the American workforce. Contact us to confirm availability for your specific requirements.
How It Works
From handoff to final report, here's what your enrollment experience looks like.
Share Your Enrollment Details
Send us the employee roster, enrollment window, benefit options, and any specific requirements. We'll create a complete project plan and timeline within 24 hours.
We Handle All Coordination
Our team schedules enrollment sessions, assigns language-appropriate counselors, prepares all materials, and coordinates logistics with your client's HR team. You receive a detailed rundown before we begin.
Enrollment Execution
Our trained counselors meet with each employee one-on-one by phone to educate them on their options and complete enrollments. Every interaction is documented and tracked in real-time.
You Receive Complete Reports
Within 24 hours of enrollment completion, you'll have a comprehensive report including participation rates, premium totals by product, and carrier-ready submission files.
Why Brokers Choose EnrollTools
70%
You Keep
Plus production credit. Industry firms take 60%+. We take 30.
2-3X
Higher Participation
Our human-centered approach drives significantly better enrollment results.
Zero
Tech Required
If you can use email, you can work with us. We handle everything else.
Unbiased Employee Guidance
Unlike traditional enrollment companies, our counselors don't work on commission. This means employees receive objective guidance based on their actual needs, not upselling pressure. The result? Higher trust, better retention, and benefits that truly fit.
"I brought EnrollTools in on a case I couldn't staff. They placed counselors, handled all scheduling, and my production credit came through exactly like I had done it in-house. That case generated three employer referrals."
Independent Benefits Broker, Southeast Region
Common Questions
What size groups do you support? +
We work with groups as small as 25 employees and have scaled to serve organizations with over 30,000 employees. Our flexible model adapts to your client's specific needs.
How quickly can you mobilize for an enrollment? +
For standard enrollments, we typically need 2-3 weeks lead time. However, we've executed rush enrollments in as little as one week when circumstances require it.
What carriers and products do you support? +
We're carrier-agnostic and work with all major voluntary benefit carriers including Aflac, Colonial Life, Unum, Allstate, MetLife, and many others. Our counselors are trained on the specific products you're offering.
Do you handle the paperwork and carrier submissions? +
Yes. We compile all enrollment data into carrier-ready formats and can submit directly to carriers on your behalf, or provide formatted files for your submission process.
How do you maintain quality with multilingual enrollments? +
All our multilingual counselors are native speakers who have completed the same rigorous training as our English-speaking team. We also provide translated materials and conduct quality assurance reviews on all enrollments.
Let's Discuss Your Next Enrollment
Schedule a 20-minute call to explore how we can support your upcoming enrollments. We'll walk through your specific needs and provide a tailored service proposal.
What We'll Cover
- • Your upcoming enrollment timeline
- • Group size and location requirements
- • Language and scheduling needs
- • Service options and pricing
You'll receive a confirmation email with calendar details immediately after booking.
Ready to Simplify Your Enrollments?
Our team is here to answer your questions and help you understand how our enrollment fulfillment services can support your business.
Phone: (213) 589-3591
Email: support@enrolltools.com
Web: www.enrolltools.com
Or call us directly at (213) 589-3591