Benefit Administration Support From Build Through Ongoing Management
CaseBuilt provides specialized benefit administration services for brokers, HR teams, enrollment firms, and TPAs that need experienced support behind the scenes.
Talk to Our TeamComplex implementation work, organized around a clear process.
CaseBuilt coordinates the details that usually get spread across emails, calls, files, and multiple vendor teams. The result is a more organized path from requirements gathering through testing and launch.
Start with a stronger implementation.
A successful case build requires more than entering plans into a system. It requires coordinated project management, accurate configuration, careful testing, and clear ownership across every moving part.
Implementation & Project Management
Implementation planning and timelines, requirements gathering, broker and carrier coordination, implementation calls, responsibility tracking, issue management, and launch-readiness support.
Benefit Configuration
Medical, dental, vision, life, disability, ancillary, and voluntary plan setup, eligibility rules, waiting periods, contributions, classes, coverage tiers, election logic, EOI, GI, and payroll deductions.
Enrollment Experience
Enrollment workflow setup, employee-facing plan details, decision-support content configuration, beneficiary requirements, confirmation statements, and enrollment event setup.
Testing & Launch
Configuration review, eligibility testing, enrollment scenario testing, deduction validation, carrier data review, final quality assurance, and go-live support.
More than sending a file.
CaseBuilt coordinates the integration process from requirements gathering through production support, helping keep data moving accurately across platforms, carriers, payroll systems, and other vendors.
Get the information you need in the format you need it.
Standard platform reporting does not always answer the questions brokers and HR teams are trying to solve. CaseBuilt develops customized reporting solutions that make administration data clearer and more useful.
Eligibility & Enrollment
Eligibility reports, enrollment summaries, elections, waivers, new hires, terminations, and open enrollment activity.
Payroll & Reconciliation
Payroll deduction reports, carrier reconciliation reports, audit outputs, exception reporting, and discrepancy tracking.
Broker & Client Reporting
Custom recurring reports and dashboards designed around the needs of the broker, employer, or administration team.
Improve the process, not just the system.
CaseBuilt can evaluate existing administration workflows and identify opportunities to simplify repetitive work, improve consistency, and reduce manual effort. We also use proprietary automation and select AI-enabled workflows internally to support validation, reporting, and quality control.
Support that fits the engagement.
Standalone Implementation
Complete implementation and launch support for a new case.
Ongoing Administration
Year-round administration, renewals, integrations, reporting, and maintenance.
Project-Based Support
Targeted assistance with integrations, reporting, configuration, or system issues.
Seasonal Capacity
Additional implementation and administration resources during peak periods.
Portfolio Support
Consistent case build and administration support across multiple employer groups.
ACA support when needed.
ACA configuration and reporting support can be added to an engagement when required and when supported by the applicable benefit administration platform. This work is scoped separately.
Specialized benefits administration support, from build through year-round service.
CaseBuilt can step in for a single technical project, add capacity to an internal team, or provide ongoing administration across the full plan year.
Build & Configure
- Enrollment site UI customization and development
- Product build and testing
- Template case build and support
- Full core plus voluntary benefit implementation for large, complex groups
- New hire and life event configuration
- Advanced jScripting
Integrate & Exchange Data
- Payroll system integration
- Carrier EDI and data-feed implementation
- Custom integration and file coordination
- Testing, validation, and production support
Administer & Support
- Year-round administrator support
- Additional capacity for in-house support teams
- Administrative training
- Renewal and open enrollment updates
- Eligibility, carrier-file, payroll, and discrepancy support
Improve & Report
- Internal process improvement consultation
- Custom reporting
- Audit and reconciliation support
- Workflow optimization and technology-enabled efficiencies