Product 02 · Admin Enrollment

Enrollment ops on one tenancy spine

Plans, members, billing, commissions, payouts, and portals — multi-tenant isolation for every agency and TPA. The operational half of Double Helix.

Built for

Every agency and TPA runs in its own isolated partition — shared platform, private data.

How it runs

Configure → enroll → operate

From rate cards to ACH payouts — the full member lifecycle lives on one backbone.

Stand up plans, rates, and branding for each tenant org — isolation is the default, not an afterthought.

Move members through enrollment, changes, and terminations with dependents and effective dates intact.

Bill premiums, run commissions, pay vendors, and keep the member portal in sync — one spine.

Capabilities

Define plans, tiers, and rate cards per carrier. Versioning + effective dating built in.

Enroll, change, terminate. Family units, dependents, and lifecycle events handled cleanly.

Self-service for enrolled members — view plan, ID cards, billing, and submit changes.

Multi-gateway support for member premiums, recurring billing, refunds, and reconciliation.

Automate advisor and agent comp from books to payable runs. ACH and check supported.

Track vendor invoices, approvals, and payouts in the same financial backbone.

Each tenant org gets a built-in landing-page builder, populated from their product catalog.

White-labeled domains, logos, and email templates so members see your brand, not ours.

Multi-tenant by design

Agencies and TPAs share infrastructure — never data. RLS, branding, domains, and billing all resolve at the org boundary.

Pair with

Advisors close in CRM; ops enrolls in Admin. Same identity, same tenancy — no reconciliation tax between sales and membership.

Early access

We’re onboarding agencies and TPAs in waves. Tell us your stack — we’ll respond within a business day.