Digital plan selection, life event management, carrier EDI feeds, and COBRA administration all in one place. HR gets a clean completion dashboard. Employees get a guided experience from any device.
Open enrollment that takes days, not weeks and doesn't end up in your inbox.
Paper-based enrollment, manual carrier updates, and chasing employees for forms is the old way. CoAd Enroll puts benefits administration on autopilot — employees complete their own enrollment online, carrier data flows automatically, and HR gets real-time visibility into who's done and who isn't.
Open Enrollment
A guided enrollment experience that employees get through.
Employees are walked step by step through plan selection — medical, dental, vision, FSA, 401(k) — with plan comparison tools, cost estimates, and dependent management built in. HR admins see completion status in real time, and automated reminders go out to people who haven't finished without anyone having to send a manual follow-up.
Life Event Management
Life changes and benefits should update automatically when they do.
With marriage, birth, divorce, loss of other coverage, qualifying life events let employees change their benefits outside of open enrollment. Employees initiate the change in CoAd Enroll, upload required documentation, and carrier updates happen automatically. No paper forms, no manual HR data entry.
Carrier Connectivity & EDI
Enrollment data reaches your carriers automatically so coverage is always accurate.
CoAd Enroll maintains live EDI connections to insurance carriers, ensuring that enrollments, terminations, and changes transmit automatically. No manual carrier updates, no reconciliation between what your system says and what the carrier has on file, no coverage gaps because something got missed.
COBRA & Continuation Coverage
COBRA runs in the background so you never miss a notice or a deadline.
When an employee loses coverage, CoAd Enroll triggers required COBRA notices, tracks election windows, and manages payment processing automatically. No manual follow-up. No missed deadlines. COBRA compliance that handles itself.
ACA Reporting Support
1094/1095 data flows from enrollment records by reducing the work your team has to do at filing time.
Dependent Verification
Document upload and verification built into the enrollment flow for any dependent additions.
Benefits Summary Statements
Employees can view and download a complete summary of their elected benefits and what they cost.
Plan cost Modeling
Show employees the true cost of each plan option, including the employer contribution, so they make informed choices.
Mobile-Friendly
Employees complete enrollment from any device whether by phone, tablet, or desktop. No app download required.
HR Admin Dashboard
Real-time visibility into enrollment status, outstanding tasks, and carrier sync status, all in one view.
Everything you need to know before you get started.
Is CoAd Enroll only for PEO clients?
CoAd Enroll is the benefits administration platform for CoAd PEO clients. It's integrated with CoAd Quantum and the broader CoAd HR infrastructure.
How do employees access CoAd Enroll?
Through the CoAd Quantum employee self-service portal from any device, with no separate login required. If they can get to their pay stubs, they can get to their benefits enrollment.
What happens when an employee waives coverage?
Employees can waive any benefit during enrollment. Waivers are recorded and carrier transmissions reflect the decision. Employees who waive can elect coverage at the next open enrollment or qualifying life event.
How does CoAd Enroll handle mid-year plan changes?
Only qualifying life events allow mid-year benefit changes. Employees initiate the change in CoAd Enroll, upload required documentation, and the system routes it to HR for approval before updating carriers. The whole process is tracked and documented.
Does CoAd Enroll support multiple plan options?
Yes. CoAd Enroll handles multiple medical plan tiers, dental, vision, FSA, HRA, 401(k), life insurance, and voluntary benefits all in a single enrollment experience your employees complete from start to finish without needing help.
Let’s get to work
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