Our Approach

We focus on helping you drive your benefits strategy, with an emphasis on lowering employer and employee cost and exposure through education and engagement, by pairing people and platforms to maximize value, while reducing the burden of administering benefits.

A Partner You Can Trust

At Ep6ix, we understand that to optimize enrollment performance and to deliver results requires trust and transparency. Both carrier and platform agnostic, our team brings a unique set of processes and partnerships to execute virtual core enrollments in a way that provides full transparency, consistency, and accountability to all stakeholders.

Here are some of the things we can bring to your agency’s enrollment strategy:


  • Build out business structure & case
    • Establish payroll integration
    • Carrier feeds (initial & ongoing)
  • Broker and client reporting access
  • Third-Party Administration support
    • Consolidated billing
    • COBRA administration
    • CDHP administration (FSA, HRA, HSA, Transit)
  • Dedicated client support


  • New app -, powered by Enrollify:
    • Voicemail drops allow direct communication from HR
    • Text communication including scheduling links and videos
    • Communication portal for document storage
    • Schedule a virtual meeting with a benefits counselor
  • Enrollment options
    • Call center
    • Virtual screen share meeting
    • Onsite
  • 1,600 benefits counselors who are trained holistically on core benefits and health education
    • Credentialed and rated benefit counselors (rating from employee post-consult)
    • Support for over a dozen languages, including Spanish, French, Mandarin, Tagalog, and Vietnamese
    • New hire onboarding
    • Case-specific training
  • HR reporting: enrollment completion and appointment status


  • Case setup and implementation timeline
  • Benefit counselor credentialing and case training
  • Custom communication Plan
  • Enrollment and case management
  • Post-enrollment support

Want to find out more? Drop us a line!


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