Make Open Enrollment Stress-Free

Setuply is here to help make the process a breeze.

Open enrollment season doesn’t have to be overwhelming. With Setuply’s new Open Enrollment project template, you can streamline the entire process and make it a smooth experience for both your team and clients.

With our new template, you'll experience the benefits of:

✓ Accelerated project deployment
✓ Automated client outreach
✓ Effortless client follow-ups
✓ Simplified task management

Let this year’s open enrollment be different. Contact Setuply today to learn how our Open Enrollment project template and AI-powered platform can transform your process and elevate your service!

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OE data form dashboard
OE template dashboard
of HR professionals report that open enrollment is the most challenging part of their year, citing communication with employees as the main difficulty.
of HR professionals spend more than 500 hours annually managing open enrollment due to manual processes, errors, and employee inquiries.
of companies experience higher than expected errors during open enrollment due to data-entry mistakes, requiring significant rework and causing delays.
of HR service providers feel they don’t have the right tools or technologies to streamline open enrollment, leading to delays and manual effort.

Transform the Client Journey

Setuply is purpose-built to deliver consistent, high-quality service to your B2B clients with less manual effort. From onboarding new clients to handling complex, repeatable projects like open enrollment, our AI-powered platform helps drive success. Just ask our customers.

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Coray Grove

Chief Revenue Officer, Inova

“Setuply’s platform is a game-changer for the future of our client onboarding efficiency and revenue tracking. The ability to integrate such powerful automation into our processes will transform our operational capacity and accelerate our revenue pipeline. It marks a significant milestone in our growth trajectory.”

Alice-Hinton

Alice Hinton

Human Resources Product Manager, Innovative Business Solutions

“Before Setuply, frustrations and issues with the implementation process could sometimes easily fall through the cracks. Now, all the information is readily available. We can see how people move through the process and where we can improve. It made us a better vendor for our customers.”

Josh-Robinson

Josh Robinson

CEO, CheckmateHCM

“Leveraging Setuply for our client onboarding and support has transformed our approach to client onboarding and service delivery. It has amplified our processes, enabling us to surpass our goals and expand our capabilities. Going beyond operational efficiency has sparked a new era of expansion for us.”

Purpose-Built for Client Onboarding and Client Success

Power Up Every Aspect of Onboarding with Our All-In-One Platform

  • Client Impact Control Center
  • ScaleUp Onboarding Engine
  • Secure Data Management
  • Professional Services Automation
  • Case Management