What We Do - EverGuide 360

EverGuide 360 / What We Do

Everything after the sale, handled.

You win the client. We make you look like you tripled your staff. EverGuide 360 covers the entire enrollment lifecycle—from platform build to post-enrollment reporting—as a complete solution or à la carte.

Platform Build & Technology

Enrollment technology, built in-house and built fast.

Our team builds and configures enrollment platforms on timelines the national firms can’t touch.

Short runway to open enrollment? That’s our specialty.

Scope Your Build →

Full platform build-out and configuration

EDI feed construction to carriers and TPAs

Payroll integration and deduction file setup

Tight-timeline and special-purpose builds

Enrollment Support

Real counselors. Real conversations. Real participation numbers.

For open enrollment, we go where your clients need us: on site, virtual, or both. Every employee gets a real conversation about their benefits, not a brochure and a deadline.

On-site

and virtual open enrollment support

Full-time

in-house call center, year-round

New hire

enrollment, ongoing — not just at OE

Off-cycle

and special-purpose enrollments

Talk through your enrollment calendar →

Broker Back Office

We handle the back office grind. You get your time back.

The TPA does its job. The vendor stack is executed. But someone still has to do everything in between—and that someone is usually you.

Not anymore. We function as your operational back office: the unglamorous, essential work that keeps a client running smoothly between renewals.

We also maintain GA capacity for select medical plans—ask us about it when we talk.

Offload Your Back Office →

EDI feed monitoring and weekly error resolution
Manual enrollment processing where feeds don't reach
Payroll deduction files and ongoing deduction audits
Census reconciliation—active vs. inactive, clean and current
New hire communication and enrollment processing

Communication & Engagement

Materials your clients' employees will actually read.

We build the open enrollment strategy and everything that supports it—flyers, guides, announcements, new hire outreach—designed to educate employees and make them feel confident in their choices. Your client’s HR team stops being the benefits help desk. We become it.

See a Communication Plan →

How Engagements Work

Take it all. Or take what you need.

Some brokers hand us the full lifecycle; others plug us in for a single platform build or a tough enrollment window. We’ll structure the engagement around your book, your clients, and your team. That conversation takes about thirty minutes.

Whole Solution

Hand us the entire enrollment lifecycle: platform, enrollment, back office, reporting. One partner, start to finish.

À La Carte

Plug us in for a single platform build, a tough enrollment window, or just the feeds and error resolution. Pick the pieces you need.

Let's scope your build.

Most engagements start with a thirty-minute conversation about your book and your calendar.