What iEnrollsolutions does

iEnrollsolutions (IES), legally Innovative Enrollment Solutions LLC, is a privately held U.S. software company founded in 2014 by Kevin A. Ethier and headquartered in East Greenwich, Rhode Island. IES operates a proprietary SaaS enrollment platform designed to facilitate benefits and supplemental healthcare coverage enrollment for benefits brokers, insurance carriers, large employers, and white-label partners. The platform supports three enrollment modes — self-service, agent-assist, and call center — unified in a single reporting module, and integrates with more than 60 carriers plus HRIS, HCM, Ben-Admin, and payroll systems as middleware. IES PLUS extends the core platform with an insourced white-label offering that bundles Business Services Processing (BPO), a native mobile app with Mobile Device Management (MDM), and private branding, enabling brokers and carriers to resell enrollment technology under their own labels.

The IES platform's differentiating technical components include year-over-year policy stacking that protects guaranteed-issue and maximum benefit limits, error-correcting application technology, multi-modal billing (weekly, bi-weekly, monthly, seasonal) via ACH and credit card, and a reporting dashboard with over 300 metrics. The mobile app consolidates benefits information, ID cards, claim forms, text/email campaigns, and in-app messaging, and embeds ChatGPT/AI Voice for conversational engagement. The platform is built on Salesforce.com architecture, which IES describes as a first-mover positioning within the benefits enrollment space.

IES generates revenue primarily through SaaS platform subscriptions and IES PLUS white-label licensing and service fees, supplemented by professional services from industry-trained project managers and live chat agents. Go-to-market combines direct enterprise sales, an enterprise field-sales motion targeting multi-location employers, and channel partnerships with benefits brokers and insurance carriers. The company is bootstrapped and founder-controlled with no disclosed institutional funding, headcount in the 11-50 range, and case-study evidence of wins in aviation (recovering from a 60-70% enrollment drop and enrolling more than $5M in new premiums in year one) and hospitality (a 23-location rollout generating more than $2M in annual premiums). Cumulative scale claims cited in the company's marketing — over 35M U.S. workers, 25,000+ employer groups, and $500M+ in voluntary benefit premium — describe the leadership team's career experience rather than IES-only volume.

Name

iEnrollsolutions

Legal name

Innovative Enrollment Solutions LLC

Website

https://ienrollsolutions.com

Company type

Private

Founded year

2014

Operating status

Operating

Headcount range

11–50 employees

Short description

iEnrollsolutions is a private U.S. SaaS company that operates a Salesforce-based benefits and supplemental healthcare enrollment platform with 60+ carrier integrations. It serves benefits brokers, insurance carriers, large employers, and white-label partners via its core platform and the IES PLUS offering.

Ownership category

akta.pro rank

Headquarters

HQ city

Cranston

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

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

Revenue model

1. SaaS Platform Subscription: IES operates as a Software as a Service (SaaS) company offering proprietary enrollment platform technology. Revenue is generated through platform subscriptions with rapid deployment capabilities for benefits enrollment.
2. IES PLUS White-Label Licensing: IES PLUS offers insourced white-labeled enrollment systems with BPO services, allowing partners to privately brand the technology, generating licensing and service revenue.
3. Professional Services: Industry-trained project managers and live chat agents provide responsive, personalized services included in the enrollment platform offering.

Go-to-market motion3 records

Distribution channels3 records

Marketing channels4 records

Core offering

Innovative Enrollment Solutions (IES) provides a proprietary SaaS enrollment platform that helps benefits brokers, insurance carriers, and large employers run employee benefits and supplemental health care coverage enrollment via self-service, agent assist, and call center workflows. The platform integrates with 60+ carriers and supports year-over-year policy stacking, communication campaigns, and reporting, while IES PLUS offers a white-labeled version with BPO services, a native mobile app with MDM, and direct billing across multiple pay modalities.

Product overview

iEnrollsolutions (IES) offers a single unified SaaS enrollment platform called the IES Platform, which is supplemented by IES PLUS - a white-labeled add-on module that provides BPO services, native mobile app with MDM capabilities, and private branding. The core platform supports multiple enrollment modes (self-service, agent assist, and call center), integrates with HRIS/HCM/Ben-Admin/payroll systems, and is built on Salesforce.com. The IES Mobile App consolidates HR and benefits information for employees. The product portfolio works as a cohesive system where the core platform handles enrollment workflows while IES PLUS extends it with white-label and mobile capabilities.

Differentiator

Problem solved

Functional benefit

Brands

• IES PLUS: An insourced white labeled enrollment system that offers Business Services Processing (BPO) and native mobile app with Mobile Device Management (MDM), all privately branded. IES PLUS is a sub-brand offering white-label middleware solutions for benefits brokers.

Products and services

• IES Platform (IES SaaS Enrollment Platform) Proprietary SaaS enrollment technology platform for benefits brokers, insurance carriers, and large employers, supporting self-service, agent assist, and call center enrollment workflows with 60+ carrier integrations, year-over-year policy stacking, engagement tools, and a 300+ metric reporting dashboard.
• IES PLUS (White-Label Enrollment System) White-labeled, insourced enrollment system built on Salesforce.com that bundles Business Services Processing (BPO) services, a native mobile app with Mobile Device Management (MDM), and a direct billing system accommodating multiple pay modalities for partners that want to privately brand the technology.

Quantifiable outcome

• Turned around 60-70% drop in enrollment, enrolled $5,000,000 of new premiums in first year
• +3 more outcomes

Named customers2 records

Segments3 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration5 records

AI capability2 records

Feature10 records

Partnerships

Seven partnerships are on record, tiered core and minor.

• LifeGuidescoreStrategic or Co-development PartnerLifeGuides offers a community of trained and certified Guides providing life experience and empathetic connection across 400+ categories of Personal Growth, Lifelong Learning, or Life Challenges. IES leverages this partnership to provide total wellbeing programs with vitality-focused solutions.
• BeneRecoreStrategic or Co-development PartnerBeneRe provides group captive insurance solutions that maximize value for employees while providing transparency regarding claims, commissions, and expenses. For companies with more than 1,500 employees.
• SworkitminorStrategic or Co-development PartnerSworkit provides total wellbeing support including Fitness, Mindfulness, Prevention, and Nutrition made mobile, integrated as part of IES engagement strategies.
• VB Shop (The Voluntary Benefits Shop)coreChannel Partner/ Reseller/ DistributorVB Shop is one of the largest hybrid life with long term care general agencies in the nation, helping families prepare for the future through expert advice from licensed advisors.
• Virtual MeminorStrategic or Co-development PartnerVirtual Me provides telemedicine services delivering quality health care directly to patients via phone or videoconference, 24/7/365, nationwide access.
• Toco at WorkminorStrategic or Co-development PartnerToco at Work provides auto repair coverage with award-winning concierge services and quick claims processing, integrated into IES engagement offerings.
• Salesforce.comcoreTechnology or IntegrationIES is the first benefits platform built securely on the Salesforce.com platform, enabling deep integration capabilities and enterprise-grade security.

Scale indicators6 records

Recent moves7 records

Expansion highlights5 records

Emerging players

• BambooHR: Mid-market HRIS that has expanded into benefits and integrations; an adjacent player with overlapping employer customers but more limited enrollment specialization than IES.
• Zenefits: Cloud-based HR/benefits platform targeting small-to-mid employers; partial overlap with IES on enrollment workflows but aimed at smaller case complexity.
• Gusto: Payroll, HR, and benefits platform expanding into enrollment and health benefits; comparable go-to-market via brokers/partners with a lightweight employer experience.

Direct peers

• BenefitHub: Voluntary benefits marketplace and enrollment platform sold through brokers and carriers; the closest pure-play comparable to IES on voluntary/worksite benefits enrollment.
• Benefitfocus: Direct competitor offering a SaaS benefits enrollment and administration platform serving employers, brokers, and carriers with multi-carrier integrations — overlapping squarely with IES's core offering.
• PlanSource (Vertafore/Fortis): Cloud-based benefits administration and enrollment platform designed for employers, brokers, and carriers; competes for the same large, multi-carrier employer cases as IES.
• Benefitsolver (Businessolver): Benefits administration platform supporting benefits, HR, payroll integrations and consumer-driven health accounts; highly comparable in targeting mid-to-large employer benefits enrollment.

Broad incumbents

• WEX Health: Broader incumbent in the benefits/health account space (HSA, FSA, HRA, COBRA) that also runs enrollment platforms; overlaps with IES in benefits-tech middleware and employer integrations.
• ADP Workforce Now / Vantage: Large incumbent HCM/benefits platform bundling payroll, HRIS, and enrollment at scale; competes with IES for enterprise benefits enrollment when buyers prefer single-vendor HCM suites.
• Paylocity: Mid-market HCM/payroll platform with growing benefits administration features; comparable buyer profile to IES's employer target segment.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/innovative-enrollment-solutions-llc

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

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 iEnrollsolutions