ENROLLMENT TECHNOLOGY
POWERED BY PEOPLE
Ensure Enrollment
Decrease Workload
Increase Revenue
Gain Unfair
Sales Advantages
The IES Difference
Our proprietary technology simplifies our broker
and carrier’s lives, providing the case setup, real-time
reporting, live chat support, and dozens of tools built
to optimize and ensure enrollment outcomes.
IES simplifies benefits for employees with personal
experiences that address individual needs with
one-on-one education from our A.I. Enrollment
Assistant, Claire.
Gain Unfair
Sales Advantages
The IES Difference
Our proprietary technology simplifies our broker and carrier’s lives, providing the case setup, real-time reporting, live chat support, and dozens of tools built to optimize and ensure enrollment outcomes.
IES simplifies benefits for employees with personal experiences that address individual needs with one-on-one education from our A.I. Enrollment Assistant, Claire.
Customizable Technology for
People, Process and Products
Unlimited Functionality
We bring value to our partners with hundreds of features

and more than 60+ carriers built into our platform — 

perfect for both simple and complex cases.
We bring value to our partners with hundreds of features

and more than 60+ carriers
built into our platform — 

perfect for both simple and complex cases.
IES’s platform can be your primary enrollment tool

and also integrate with other Ben-Admin, HRIS, HCM, 

and payroll vendors serving as middleware.
IES’s platform can be your primary enrollment tool

and also integrate with other Ben-Admin, HRIS, HCM, 

and payroll vendors serving
as middleware.
FEATURES AND BENEFITS
Our technology has specific features designed for all users;
enrollers, case managers, brokers, carriers

and for self-enrollers.
Our technology has specific features designed for all 

users; enrollers, case
managers, brokers, carriers

and for self-enrollers.
Click to view our Features and Benefits Brochure
Enrollment for Your Needs
and Employees Wants
It's Your Choice
With IES, you can choose
our licensed agent call center partners,
who are staffed with W-2 Benefit Counselors
with an average of 11 years in delivering
an advocacy approach for benefits decisions.
Our enrollment partner firms are centers of excellence
and offer in and out-bound calls, plus an on-line
calendar to book one-on-one enrollment appointments.
Enrollment Options
Self Serve
A.I. Assisted
Call Center
Enrollment for Your Needs
and Employees Wants
It's Your Choice
With IES, you can choose
our licensed agent call center
partners, who are staffed with W-2 Benefit Counselors
with an average of 11 years
in delivering an
advocacy approach for
benefits decisions.
Our enrollment partner firms are centers of excellence and
offer in and out-bound calls, plus an on-line calendar to
book one-on-one enrollment appointments.
Enrollment Options
Self Serve
A.I. Assisted
Call Center
Self Serve
A.I. Assisted
Call Center
Breakthrough Results
A.I. Enrollment Assistant
Meet Claire, Our A.I. Enrollment Assistant who is available 24/7/365
to answer questions, share videos, send you benefit brochures
and connect you to a benefit advisor.
Meet Claire, Our A.I. Enrollment Assistant who is available 24/7/365 to answer questions, share videos, send you benefit brochures and connect you to
a benefit advisor.
Drive Participation
Connect With Employees Like Never Before
Scheduling & Enrolling
Self-enroll, assisted enroll, and full enrollment capabilities
Benefits Center
Custom built web-app on desktop and mobile
Pipeline Management
Concise tracking and
automation for every
step of the journey
Communication
Texts, emails, ringless voicemails, and videos
Compliance
A2P SMS certified,
CAN-SPAM Act certified,
DMARC, DKIM,
SPF enabled
Engagement Boost
Engagement and interest
tracking matrix combined
with A.I. outreach
