Eligibility & Enrollment Processing

CORE eligibility & enrollment solution automates and consolidates many of the manual processing steps involved in running periodic eligibility tests, auto-enrolling, participant communication, back-sweeping and auto escalations with various data types like demographic, employment, compensation and hours, sitting in disparate systems; reducing huge effort and cost.

Configurable rules based engine of CORE eligibility & enrollment solution takes care of the eligibility determination on various criteria like age, length of service, hire dates and hours, at both plan and source levels, at pre-scheduled time intervals. Qualified participants can be manually enrolled or auto-enrolled, and re-enrolled at regular periods, if they opt-out. Personalized confirmation/communication can be delivered to all participants on enrollment. It also provides the auto contribution escalation feature, through which participants can select their year-wise incremental percentages.