Generate plan-specific welcome kits, directories, formularies, and member materials
Across Medicare Advantage, Medicaid, ACA, and Group markets—in one workflow.
Enrollment Doesn’t Have to Be a Fire Drill
The Challenge
Health plans managing Group, ACA, Medicare Advantage, and Medicaid lines face exponential complexity during enrollment seasons. Each market requires different materials, compliance standards, and member communication approaches.
Our Solution
Simplify Docs™ scales across all lines of business with market-specific compliance rules, automated personalization, and centralized template management.
150+ Languages
Certified translations across 150+ languages.
508-Compliant
Fully accessible, meeting Section 508 standards.
Print-Ready Formats
Includes large print and ready-to-print documents.
From Welcome to Confirmation—We’ve Got You Covered
We support every touchpoint—from first look to onboarding.
- Certificate of Coverage (COC)
- Compliance Communications & Regulatory Inserts
- Consumer Notices
- Contracts, Riders & Flyers
- Enrollment and Disenrollment Forms
- Evidence of Coverage and Coverage Schedules
- Formularies
- HRA Addendums
- LIS Summary
- Medicare Summary Notice (MSN)
- Notices
- Outline of Coverage (OOC, ROC)
- Pharmacy & Drug Coverage Lists
- Plan Ratings
- Policy Documents and Book
- PPACA materials
- Provider & Pharmacy Directories
- ROP Document
- Service Area Reduction (SAR)
- Short-term and long-term disability and life insurance documents
- Summary and National Plan Description (SPD, NPD)
- Utilization Management letter
- Vendor Information Sheet
- Welcome Letters
From Welcome to Confirmation—We’ve Got You Covered
We support every touchpoint—from first look to onboarding.
- Certificate of Coverage (COC)
- Compliance Communications and Regulatory Inserts
- Consumer Notices
- Contracts, Riders and Flyers
- Enrollment and Disenrollment Forms
- Evidence of Coverage and Coverage Schedules
- Formularies
- HRA Addendums
- LIS Summary
- Medicare Summary Notice (MSN)
- Notices
- Outline of Coverage (OOC, ROC)
- Pharmacy and Drug Coverage Lists
- Plan Ratings
- Policy Documents and Book
- PPACA materials
- Provider and Pharmacy Directories
- ROP Document
- Service Area Reduction (SAR)
- Short-term and long-term disability and life insurance documents
- Summary and National Plan Description (SPD, NPD)
- Utilization Management letter
- Vendor Information Sheet
- Welcome Letters
Built for Audits. Trusted by Teams.
Stay Ahead of Onboarding Expectations
- Keep welcome kits and onboarding materials aligned with the latest regulatory, brand, and plan updates through a fully managed workflow.
- Utilize intelligent content reuse with centralized templates tailored for enrollment journeys.
- Maintain full audit trails and version histories for transparent updates across kits and forms.
- Receive proactive communications on updates to ensure materials remain consistent and compliant.
Streamlined Reviews for Faster Member Readiness
- Enable seamless collaboration and review cycles with internal teams and external partners.
- Enjoy transparent workflows with automated version tracking and built-in notifications.
- Consolidate and manage feedback efficiently to reduce bottlenecks.
- Use visual checklists and easy side-by-side comparisons to ensure materials are accurate and member-ready.
Translate Welcome Materials with Confidence
- AI-driven translations refined by professional linguists to deliver clear, member-friendly onboarding experiences.
- Iterative updates aligned with English content changes to keep translations timely.
- Benefit from specialized translation memory supporting enrollment-specific terminology.
- Access to 150+ languages with availability in formats such as 508, PrintX, Word, and large print.
Manage Personalization and Plan-Specific Details Effortlessly
- Dynamic templates adapt to each plan’s specific requirements, ensuring personalized member experiences.
- Smart placeholders auto-fill accurate plan values and contact details to keep materials current.
- Document structures (TOCs, headers, formatting) are automatically managed for consistency.
- Our expert-backed services provide peace of mind for high-volume kit generation.
Easy Update of Monthly Changes (Lists, Directories, and More)
- Centralize and repurpose content blocks across all plans and lines of business.
- Version control and audit tracking ensure accurate data, content, and update lists are reflected in the generated documents.
- Keep your formularies, directories, and more easily updated by automated rule-based insertion of monthly changes in drug lists, directories, vendor files, and other inserts.
Omnichannel Delivery Ready
- Intelligent reuse of content and rules across multiple channels.
- Publish specific document content or metadata to external portals via integration.
- Automated delivery of Print X and 508 documents to print vendors, SFTPs, or other external locations.
Leverage AI Built for Document Use Cases
- AI-powered rich text editors enable content authoring, advanced formatting, instant translations, and human language rule writing.
- BNi–your personalized native intelligence assistant to facilitate smart document querying, comparison, and summarization.
Purpose-Built for Enrollment at Scale
Process Transformation Results
Before Simplify Docs™:
- Multiple weeks for enrollment material updates
- Manual tracking across multiple vendors
- Inconsistent branding and compliance gaps
After Simplify Docs™:
- 1-click generation across all materials
- Automated compliance validation
- Unified brand and message consistency
Smarter Enrollment Starts Here
See how fast, accurate, and compliant your enrollment workflows can be.
