Bye, busy work! Automating carrier fulfillment & quoting for brokers

Author

Matt Donaldson

Published

June 24, 2020

Updated

June 18, 2025

Read time

2 MIN

In this article

“Today we're excited to announce two major product updates that level the digital playing field for brokers.

Automated End-to-End Carrier Enrollment

Like other platforms, Rippling already handles employee-level forms when brokers set up groups for the first time or help them switch carriers. But Rippling is the first to provide brokers with a ready-to-send zip file of group-level applications and documentation required by carriers, including:

Filled-out employer applications
Payroll information (QWTR uploaded or from Rippling payroll, payroll journal from Rippling payroll, discrepancy letter, W-4s)
Quoted rates for selected plan
Census of employee enrollments (full and changes)
Filled-out employee enrollment forms
Void check for first-time payment and ACH form

What does that mean for brokers? They can finally manage new group applications online from start to finish.

“No other company does this for brokers. It’s the most comprehensive form fulfillment in the industry.

Unlike other providers, Rippling supports brokers with all transactions: new hires, terminations, qualifying life events (QLEs), and demographic changes. We also support all major medical and ancillary carriers for EDI, and most large regional carriers.

Rippling is providing automated enrollment with any carrier for ALL broker partners for free. End-to-end carrier enrollment is launching first in California for plans effective August 1 — we’ll soon expand to other states.

Boost your bottom line

Rippling, which was recently named by Forbes as a “Next Billion-Dollar Startup,” is investing in products that help brokers compete because our success is tied to yours. We believe in creating a level playing field with technology so you can get out of the back office and focus on being a true advisor and partner to your clients.

Disclaimer

Rippling and its affiliates do not provide tax, accounting, or legal advice. This material has been prepared for informational purposes only, and is not intended to provide or be relied on for tax, accounting, or legal advice. You should consult your own tax, accounting, and legal advisors before engaging in any related activities or transactions.