Solution Packages > Pre- and Post-Enrollment Kit Materials
Generate plan-specific welcome kits, directories, formularies, and member materials
Across Medicare Advantage, Medicaid, ACA, and Group
markets—in one workflow.
markets—in one workflow.
Generate plan-specific welcome kits, directories, formularies, and member materials
Across Medicare Advantage, Medicaid, ACA, and Group markets—in one workflow.
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
- 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
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 facilitates 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.
