Document processing for benefits administrators

Extract employee, dependent, and plan elections from enrollment forms, beneficiary designations, and supporting documents - so open enrollment doesn't bury your team.

The forms behind every election

Enrollment forms

Employee details, employer, plan elections, coverage tiers, effective dates, checkboxes

Beneficiary designations

Plan, participant, primary and contingent beneficiaries, relationships, percentages

Dependent documents

Marriage certificates (ready-made Instant model) and other supporting documents - names, dates, and certificate numbers for dependent coverage

Change & claim forms

Qualifying event, dates, requested changes, reimbursement amounts

How it works

From paper election to plan record

Describe the fields on each form in plain language - a revised form is a field update.
Employers and employees send forms by email, upload, or shared folder - scans, PDFs, and photos.
Structured data flows to your administration platform via API or export. Uncertain fields go to Review Hub.

Checkboxes as true/false: Plan and tier elections are ticked boxes. Mark them as true/false fields and Foxello returns a clean yes or no for each.

~1 min
To set up a new workflow
Describe the fields you need in plain language. No templates to build, no model to train.
Why it matters

Open enrollment compresses a year of forms into weeks

Benefits administrators get most of their paperwork at once: enrollment forms from every employer group, beneficiary designations, dependent documents, and changes after life events. Much of it is still paper or scanned, filled in by hand, and every election has to be keyed correctly.

Foxello reads printed and handwritten forms without templates per employer group, returning elections, dependents, and beneficiaries as structured fields. Beneficiary percentages and relationships come back ready to validate.

Mark critical fields as required, and incomplete forms go to review automatically. Every field is scored for confidence, and several reviewers can work the same queue through the enrollment peak.

Personal data is processed and stored in the EU, handled in line with GDPR, and never used to train models.

Related industries

Get through open enrollment faster

Set up an enrollment form workflow in about a minute.

Try free - no setup required