SMALL GROUP
DATA TRANSFERS
The Tabulera platform infrastructure is supported through processes and procedures which ensure that your corporate, payroll and benefits data is securely maintained and monitored.
Works with any HRIS, Payroll, or COBRA systems
No more carrier portal work
Until now, managing small group enrollment meant logging into dozens of carrier portals and filling out forms by hand. The process consumed hours and introduced costly errors at every step.
Tabulera changes that.
Any carrier, any plan
Works with any carrier that offers a web portal. Medical, dental, vision, life, voluntary – in one workflow.
Volume without headcount
Take on more small group clients without adding administrative headcount.
Every change, handled
New hires, terminations, qualifying events, plan swaps. Executed daily. Logged always.
How it works
Built on the same EDI infrastructure trusted by PEOs, brokers, and HCM platforms for over a decade — now extended to small group clients through AI agents.
System integration
Tabulera connects directly to the HRIS or enrollment system you use to manage your small group business.
Daily change detection
A daily process identifies every new hire, termination, and enrollment change recorded in your system. Nothing is missed.
Agents step in
Tabulera deploys AI agents to log into the relevant carrier portal and execute each change. Agents navigate the same way a human operator would.
Every change confirmed
Each action is logged and timestamped. You receive confirmation of every enrollment change the agents execute.
apply for early access
Small Group Data Transfers is launching soon. Join the waitlist to be first in line when we go live. Priority goes to benefits brokers, PEOs, ASOs, and BPOs running high-volume manual enrollment operations across multiple clients.
Submit the form
Tell us about your team and current process.
You're on the waitlist
Our team reviews every submission.
We reach out at launch
When Small Group Data Transfers goes live, waitlisted applicants hear from us first - before public release