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Fully Insured Direct Installation Service Overview

1. Purpose​

This service enables partner organizations to submit information about new cases—such as onboarding a new company and its employees—into a centralized benefits and eligibility system. It helps initiate a case, validate submitted data, determine applicable product offerings and costs, collect necessary documentation, support regional certifications, and track submission progress.

2. Who can use this service​

This service is designed for:

  • Brokers and third-party administrators
  • Employer IT teams
  • Partner organizations integrating with the host system
  • It is not intended for individual consumers or end-users, but rather for professionals who manage or transmit data on behalf of employers or members.

3. What information is available​

The service supports the exchange of high-level categories of information, including:

  • Company Profile: Basic details about the employer, contact information, and intended benefit offerings.
  • People Information: Names, demographics, and contact details of employees and their dependents.
  • Benefit Plans: General information about available products and pricing tiers.
  • Documentation: Attachments such as eligibility proofs or regional certifications.
  • Submission Status: Human-readable updates on the progress of submitted cases.

4. Benefits of this service​

  • Streamlined Onboarding: Automates the transition from new case to completion, reducing manual data entry.
  • Error Reduction: Built-in checks help catch missing or invalid data early.
  • Transparency: Partners receive clear updates on submission status.
  • Rich Data Support: Handles a wide range of case-related information.
  • Consistent Integration: Designed for uniform use across multiple partner systems.

5. Example uses​

  • New Employer Onboarding: Submit employer details, benefit offerings, employee roster, and required documents.
  • Case Updates: Add new hires or update existing employee information without restarting the process.
  • Plan Exploration: Preview available plans and pricing tiers before submitting a full case.
  • Regional Compliance: Include jurisdiction-specific documents as part of the submission.

6. Important notes​

  • Privacy Matters: All data must be handled in accordance with privacy laws and best practices.
  • Accuracy is Key: Providing complete and correct information helps avoid delays.
  • Regional Variations: Some submissions may require additional steps or documents based on location.
  • Help is Available: Support channels exist for troubleshooting or guidance.
  • Not a Technical Guide: This overview explains the service’s purpose and value, not the technical implementation.