Self Service Benefits Administration for Small and Mid-Sized Businesses

Introducing iPlan

A SaaS (Software as a Service) Benefits Administration technology solution built to empower and support the needs of employers, consultants and brokers .

Terrifically Simple. Enormously Powerful.


Reduce your set-up time to GO-LIVE in 6-8 days, through preset eligibilities, grouped by Employment Type, Status, and /or Salary (and more).

Predefined and configurable set of interactive questions that can drive premiums, rates, and plans that enables faster and more accurate decisions. A powerful Workflow Designer defines more granular changes.

The intelligent platform guides you through the design process, guaranteed to be intuitive enough for even a non-technical person to implement and operate.

Flexibility to configure complete benefit offerings with predefined business rules based on multiple tiers (decided by client size).

iPlan’s user-friendly, benefits administration configuration tool saves time with its ease, speed and flexibility. iPlan enables a simpler and quicker set up with absolute control of data, guiding you through your benefits plan design process and helping you manage your data with its predefined eligibility conditions and interactive questions.

Its wizard driven design and Workflow Designer tool provide the scalability and flexibility you need to define your benefits based on your company’s specific needs.

Flexible. Efficient. Adaptable.


The online enrollment portal follows a ‘shopping cart’ experience, assisting employees to navigate easily and make educated choices while electing their benefits.

The platform’s flexible architecture allows you to configure communications – be it videos, text, or links – in multiple locations to help reduce questions to your HR team.

The secure site allows employees to manage life events, update dependents and beneficiaries, assist with Evidence of Insurability to completion, and upload supporting documents all in one place.

Do it ALL online - anytime, anywhere. Eliminate paper-based processes completely! (Tip: ask us what “IQ” means)

iPlan’s employee facing platform is user-friendly, built with the purpose of aiding informed elections, self-reporting life events, promoting knowledge-based decisions, reducing paper transactions and effectively communicating to enhance your employee experience.

View our iPlan overview video
and schedule your demo today!

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