Group Insurance Module

    Transform Group Enrollments
    Into a Seamless Experience

    The SureForce Group Insurance Module is designed to help agencies, employers, and carriers manage every aspect of group enrollment — from initial setup to coverage activation. By automating complex processes and eliminating manual dependencies, it ensures that every group enrollment is completed accurately, securely, and on time.

    The Challenge

    Group insurance management is often fragmented — involving multiple spreadsheets, emails, and carrier files. Errors in data entry, missed updates, and communication breakdowns can delay coverage activation and increase administrative burden.

    SureForce brings all stakeholders — Agencies, Employers, Group Admins, Members, and Carriers — into a single digital ecosystem where information flows automatically, approvals are tracked, and compliance is built in.

    The Group Enrollment Flow

    1
    Group Setup
    2
    Communication Configuration
    3
    Member Enrollment
    4
    Group Admin Review
    5
    Carrier Submission
    6
    Carrier Activation

    Core Features

    Book of Business Dashboard

    Real-time view of groups and enrollments.

    Group Setup

    Quick, automated group onboarding.

    Smart Enrollment Views

    Quick, Choice, and Flexible options.

    Automated Notifications

    Alerts for pending actions.

    Seamless Integration

    API, FTP, Email and manual support.

    Audit & Tracking

    Complete visibility across enrollment workflows.

    Communication Configuration

    Streamlined messaging workflows.

    Exception Handling

    Efficient error management.

    Key Benefits

    Reduce manual effort by up to 70% through automation

    Ensure clean, compliant submissions to carriers on the first attempt

    Improve turnaround time from group setup to carrier activation

    Enhance collaboration between agencies, groups, and carriers

    Maintain real-time visibility into enrollment progress and exceptions

    Technical Excellence

    Why Choose SureForce for Group Insurance

    01

    Unified Process Flow

    From setup to activation — all in one dashboard

    02

    Carrier-Ready Data Exchange

    Built-in 834 file support and secure communication channels

    03

    Multi-Role Access

    Agency Admin, Group Admin, and Member roles clearly defined

    04

    Error-Proof Operations

    Automated validation at every step

    05

    Scalable Architecture

    Handles any volume — from small employers to enterprise-level groups