smart simple seamless

integrate all your enrollment needs into an elegant solution for
mobile self service online enrollments, call center support, and face to face enrollments as well as benefit administration.

The EnrollVB platform is not only the next generation of enrollment software developed with the consumer in mind, we are an end to end enrollment solution.

  • 90 Carriers
  • 319 Products
  • 22,005 Groups
  • 1,786,695 People
  • 720,138 Benefits
  • 107,750,069.04 Premium

 Self Service Enrollment


 Call Center Support


 Face to Face Enrollment


Self Service Enrollment history

The EnrollVB software platform is the next generation of enrollment software developed for seamless integration with traditional computer access as well as the new generation of mobile connectivity. EnrollVB’s information security standards meet or exceed every requirement currently required to provide services to large institutional corporations and is further supported by a SSAE 16 Audit.

In 2001, after reviewing every industry-leading benefit enrollment system and finding them all insufficient to meet our needs, we decided to build our own. For the next 12 years, that system supported 30 benefit counselors in our internal call center.

In late 2009, we evaluated the market again, looking for a better solution than what we had. Again, the decision was made to build our own system. Relying on feedback from our network of brokers, existing clients and users, and benefit counselors, we rebuilt the system from scratch, focusing on the end-user experience for self-service enrollments with call center support, while extending and enhancing our back-end processing of enrollment data and EDI (Electronic Data Interchange).

The result was the EnrollVB system we have today that is developed, maintained, and hosted 100% internally.

Advanced Features

Mobile device-enabled

Enrollment directly from any device connected to the internet.

Plane.Biz XpressLink Connection

Direct connection with Unum online/realtime underwriting through XpressLink.


Enrollment options that simplify the self-service experience.

Call Center Support

Located in picturesque Roswell Georgia, this call center is furnished with all of your Information Technology needs. The call center includes cubicles with locking drawers and preconfigured workstation.

Each workstation includes a high powered dual core processor, large amounts of memory and storage for all storage capabilities. Each workstation is preconfigured as a member of Windows Active Directory Domain services. This allows user accounts to be added, changed, or removed from a managed server with network file share drives.

The end user will also be equipped with wide screen 1080p high definition monitors for crystal clear viewing.

Each workstation it connected to a network printer located within the call center for quick access to printed documents.

For Users with Bring Your Own Device (B.Y.O.D.) high speed Wireless-n hotspots are available for connectivity to the local network.

Additional Features

  • On-site IT Technical support
  • SSAE-18 SOC 1 and SOC 1 Type II certified facility
  • Key Fob security access
  • Active Security Monitoring System
  • WiFi Hot Spots
  • Restaurants, shops, mall within a 5 mile radius
  • Gigabit Local Area Network
  • Digital Call Recording - Servers
  • Office Stationery
  • Men/Women Restrooms
  • Kitchenette with coffee brewing station
  • Wooded scenery

Face to Face Enrollment

Face to face enrollments with trained professional benefit counselors utilizing tablet PCs connected over WiFi and/or 4G connections. This approach lets us cut cost on deployment, configuration, and maintenance as well as allowing each counselor to access the same centralized database for the most up-to-date information.

Additional Features

Save Your Time

Education Portal

Decision Support

Single Slot Billing

Carrier EDI Integration

Leave behind