Rules-driven compliance, one requirement at a time.
A shared library of 90 employer compliance requirements – each one a data record that renders a full how-to page, a custom checklist, and a compliance calendar. The right items appear for each employer automatically, from their setup answers.
EmployerTry the workspace (demo)A sample Texas employer – see its custom checklist, statuses, and calendar computed live.EmployerStart a blank compliance profileAnswer the questions and watch the applicable requirements appear.BrokerBroker dashboardManage multiple clients, see each one's compliance roll-up, and set branding, tools, and quote routing.LibraryBrowse all requirementsAll 90 requirements by lifecycle stage – New Hires, Open Enrollment, Spending Accounts, Annual, As-Needed. Each opens its full how-to page.