What Enrollify does

Enrollify is a Los Angeles-based SaaS platform serving the employee benefits industry through a three-sided marketplace model. The company connects licensed insurance agents (branded as "Benefits Gurus") with insurance agencies, enrollment firms, carriers, and employers, providing technology that streamlines benefits enrollment execution, communication, scheduling, and workforce management. As of the most recent data, the platform hosts nearly 4,000 credentialed Benefits Gurus available on-demand across the United States, with agents joining free and earning through per-appointment payments, per diem compensation, and execution incentives processed daily via a Payment Rails integration.

The core technology is a cloud-based, browser-compatible web application that is white-labeled for agencies and carriers, accessible across devices via a progressive web app. Proprietary components include a Smart Matching System that pairs employees with credentialed counselors, a Guru Score composite performance metric (averaging Closing, Rating, Sales, and Training levels on a 1-10 scale), a multi-channel communications hub (SMS, MMS, voice, email, push notifications), real-time analytics dashboards, an integrated Learning Management System claimed to be the largest in the insurance industry, and NIPR-integrated license verification. The platform consolidates what the company describes as nine disparate utilities into a single operational backbone for benefits enrollment.

Enrollify's business model combines freemium agent acquisition with multi-revenue monetization: agent transaction fees (per-appointment, per diem, execution incentives), platform licensing and white-label fees from agencies and carriers, and recurring subscriptions for agency operational use. The go-to-market is hybrid — product-led growth for individual agent onboarding via self-serve web signup, combined with enterprise field sales targeting carriers and enrollment firms. The company is privately held, founded in 2019 (per firmographic records) or 2021 (per company history source), headquartered in Los Angeles, and has raised approximately $2.8M in disclosed funding across four rounds through January 2023.

Name

Enrollify

Legal name

Enrollify Inc.

Website

https://enrollify.com

Company type

Private

Founded year

2021

Operating status

Operating

Headcount range

11–50 employees

Short description

Enrollify is a SaaS marketplace connecting licensed insurance agents (Benefits Gurus) with agencies, carriers, and employers to streamline employee benefits enrollment, communication, and execution. The platform serves a nationwide network of nearly 4,000 credentialed consultants.

Ownership category

akta.pro rank

Product category

Employee Benefits Administration Software

NAICS

Software Publishers (513210), Employment Placement Agencies (561311), Educational Support Services (611710)

SIC

Services-Prepackaged Software (7372), Insurance Agents, Brokers & Service (6411)

akta.pro primary industry

Workforce Benefits Administration (Enrollment & Deductions) (BPACAIAF)

akta.pro secondary industries

Eligibility, Enrollment & Benefits Administration (HLAEALAH), Benefits Administration (BPACAPAC)

Keywords

• Employee benefits software
• Benefits enrollment platform
• Insurance agent marketplace
• Benefits administration SaaS
• Gig economy benefits

Headquarters

HQ city

Los Angeles

HQ country

United States

HQ region

North America

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure

Revenue model

1. Agent Transaction Fees: Agents earn through per-appointment payments (setting own rates), per diem payments for case work, and execution incentives for enrolling employees in incentivized products. Payments processed daily with 1099 management.
2. Platform Licensing: Non-exclusive license for use with branded, employee-facing application for carriers and enrollment firms. White-labeled solutions for agencies.
3. Agency/Broker Subscriptions: Operational backbone for agencies offering control, transparency, and essential resources. Agencies pay for platform access to manage benefits enrollment at scale.

Pricing tiers

Go-to-market motion3 records

Distribution channels5 records

Marketing channels8 records

Core offering

Enrollify is a cloud-based SaaS platform for the employee benefits industry that combines enrollment execution software with a gig-economy marketplace of nearly 4,000 licensed Benefits Gurus. The platform offers agencies, enrollment firms, carriers, and employers a single integrated solution for benefits communication, scheduling, decision support, and workforce management. It includes white-labeled employee applications, multi-channel communications, analytics dashboards, a Learning Management System, and a Smart Matching algorithm that connects employees with credentialed benefits counselors.

Product overview

Enrollify is an integrated employee benefits enrollment platform serving three primary constituencies: benefit agencies/brokers, individual insurance agents (Benefits Gurus), and employers. The core Enrollify Platform serves as the operational backbone, complemented by the Benefits Guru community (a gig-economy marketplace of ~4,000 credentialed agents), a Learning Management System (LMS) for professional development, a Guru Marketplace for matching agencies with agents, and white-label employee-facing applications. The platform is web-based and accessible across all devices, with a mobile app accessible via browser bookmark. Key features include multi-channel communication (SMS/MMS/email/voice/push), real-time analytics dashboards, calendar/time blocking management, case and enrollment management, and a Guru Score performance system that influences agent visibility and case assignment. The Knowledge Base serves as the central documentation hub for all user personas.

Differentiator

Problem solved

Functional benefit

Brands

• Benefits Gurus: A community of credentialed benefits consultants and enrollment specialists who provide expert guidance to employees during benefits enrollment, operating within the Enrollify platform.
• Enrollify Platform

Products and services

• Enrollify Platform An integrated employee benefits enrollment SaaS platform that delivers improved employee engagement, operational efficiency, and human decision support through a nationwide network of credentialed Benefits Gurus. Serves agencies, enrollment firms, carriers, employers, and individual licensed agents in a unified ecosystem with enrollment execution, communication, scheduling, and analytics capabilities.
• Benefits Gurus Community and Marketplace A community and marketplace of nearly 4,000 licensed insurance agents (Benefits Gurus) who provide employee benefits consulting services via the Enrollify platform. Benefits Gurus earn income through per-appointment, per-diem, and execution incentive compensation models, with a Guru Score system influencing case assignment visibility.
• Learning Management System (LMS) Described as the largest Learning Management System in the insurance industry, providing professional development courses, prerequisite coursework, completion tracking, credentialing management, and ongoing training for Benefits Gurus. Completion of training courses directly influences a Guru's score and visibility for case assignments.
• Guru Marketplace A matching and sourcing platform within Enrollify that allows agencies and employers to discover, evaluate, and hire credentialed Benefits Gurus. Agencies can search by historical performance, licensing, customer reviews, and other credentials to assemble teams for enrollment cases.
• White-Label Branded Employee Application A private-label, white-labeled employee-facing software platform with customizable branding that agencies and carriers can deploy under their own identity. Includes a Benefits Wallet for storing ID cards, 'Rate My Benefits Guru' satisfaction tracking, and compatibility across all devices.
• Enrollify Mobile App (Progressive Web App) A browser-based mobile application (accessed via bookmark or add-to-home-screen on iOS and Android) providing Benefits Gurus with calendar management, appointment scheduling, video conference access, PDA completion tools, communication capabilities, and profile management on the go.

Quantifiable outcome

• 80% of employees choose wrong insurance, costing $1400 extra on average - Enrollify helps avoid these expenses
• +3 more outcomes

Named customers3 records

Segments4 records

Ideal customer profiles4 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration2 records

Feature6 records

Partnerships

Three partnerships are on record, tiered minor and core.

• WebCEminorStrategic or Co-development PartnerEnrollify partners with WebCE to offer discounts on pre-licensing courses and Continuing Education for insurance agents. This partnership makes licensing more accessible for agents wanting to become Benefits Gurus on the platform.
• NIPR (National Insurance Producer Registry)coreTechnology or IntegrationIntegrated with NIPR to support license search and management based on agent licensing across states. This enables automatic verification of agent credentials and state licenses via NPN.
• Payment RailscoreTechnology or IntegrationThird-party payment processor for secure banking information collection and daily payment processing for Benefits Gurus. Handles 1099 tax document management and payment setup.

Scale indicators7 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• Zenefits: Zenefits is an HR and benefits administration platform targeting SMB employers with enrollment, compliance, and HR workflows. It directly overlaps with Enrollify's employer- and agency-facing enrollment execution value proposition, particularly in the SMB and broker channel.
• Ease (EaseCentral): Ease is a benefits administration and HR platform built primarily for insurance brokers and small employers. Like Enrollify, it serves agencies with enrollment tools, employee onboarding, and carrier connections, making it a closely comparable direct competitor in the broker-agency segment.
• PlanSource: PlanSource is a cloud-based benefits administration and decision-support platform serving employers, employees, and brokers. Its employer-facing benefits enrollment, decision support, and carrier-agnostic design overlap directly with Enrollify's core platform functionality.

Broad incumbents

• Gusto: Gusto is a full HR, payroll, and benefits administration platform for SMBs. It competes with Enrollify in employer-facing benefits enrollment but bundles it into a much wider HCM suite, making it a broader incumbent rather than a focused benefits enrollment specialist.
• ADP Workforce Now: ADP offers benefits administration as part of its enterprise HCM and payroll suite, serving large employers and PEOs. Enrollify's positioning as a complement to admin platforms positions it as an enrollment execution partner or, in some accounts, a direct competitor.
• Workday: Workday provides enterprise HCM with benefits administration modules for large employers. It represents the upper-end incumbent alternative that Enrollify positions against in mid-market and broker-served accounts.
• Justworks: Justworks is a PEO providing HR, payroll, and benefits administration to SMBs as a bundled service. Its benefits enrollment capability competes with Enrollify's employer-facing value proposition, especially among companies seeking outsourced benefits handling.
• Benefitfocus: Benefitfocus is an enterprise benefits administration platform serving large employers, carriers, and brokers with enrollment, decision support, and analytics. It overlaps with Enrollify's enterprise agency/carrier-facing enrollment execution and benefits communication capabilities.

Regional players

• Benefex: Benefex is a UK-based employee benefits and total reward platform with global reach. It is comparable to Enrollify in providing employee benefits experience and engagement tools, though primarily serving the UK/European market rather than the US.

Emerging players

• ThrivePass: ThrivePass provides employee benefits and lifestyle spending account administration (commuter, wellness, education stipends). It is comparable as an emerging player in employee benefits engagement tooling that agencies and employers deploy alongside core enrollment.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xinstagram.com/enrollifyinc
• YouTubeyoutube.com/channel/UCuA6x42Vqg6G0lxbecsMmxA
• Facebookfacebook.com/EnrollifyInc
• LinkedInlinkedin.com/company/enrollify-inc
• Instagraminstagram.com/enrollifyinc

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds4 records

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Enrollify