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Everything it takes to administer complex operations connected.

Simplify brings the core administrative functions into one platform sharing a common data foundation. Depending on your market, that spans product and program setup, applications, eligibility, underwriting, policy or plan administration, billing, contributions, financial transactions, claims or benefits, cases, documents, communications, reporting, and stakeholder service.

Because it's one platform, you get a complete view of every customer, member, employer, provider, policy, claim, benefit, or transaction.

What it does

The platform One connected environment for complex operations.

  1. 01

    Business-Driven Configuration

    Every Simplify implementation starts from a common core with proven processes and workflows built in but that core is a starting point, not a ceiling. Business users can configure products, programs, rules, forms, documents, communications, calculations, correspondence, portals, and user experiences on top of it, shaping the platform around how each organization actually operates. The result is depth without custom development: the same foundation adapts to very different products, programs, and operating models, each configured to its own requirements.

  2. 02

    Designed for Complexity

    Simplify is built for organizations whose operations cannot be reduced to a standard, one-size-fits-all model. The platform supports complex rules, effective-dated requirements, multiple organizational structures, long-lived records, relationships between individuals and entities, and processes that vary by product, program, jurisdiction, or stakeholder. Manage multiple lines of business, plans, programs, clients, entities, currencies, languages, and jurisdictions within a shared enterprise foundation while preserving the differences that make each operation unique.

  3. 03

    End-to-End Operations

    Simplify brings the core administrative functions into one platform sharing a common data foundation spanning product and program setup, applications, eligibility, underwriting, policy or plan administration, billing, contributions, financial transactions, claims or benefits, cases, documents, communications, reporting, and stakeholder service. Because it's one platform, you get a complete view of every customer, member, employer, provider, policy, claim, benefit, or transaction.

  4. 04

    Built-In Workflows and Forms

    Coordinate work across people, departments, systems, and external stakeholders. Submissions, reviews, referrals, approvals, cases, exceptions, transactions, and communications all run through structured processes that route automatically based on business rules, roles, authority levels, dates, or status with tasks, escalations, and notifications kept visible. Forms and documents are part of that same core, not a bolted-on solution: create and manage applications, questionnaires, notices, correspondence, policy and plan documents, statements, and reports in the same environment that manages the underlying data, prefilled from the platform and validated against your rules.

  5. 05

    Financial & Transaction Management

    Complex administration takes more than basic billing. Simplify supports configurable financial processes, transaction histories, allocations, adjustments, reversals, reconciliations, receivables, and disbursements. Every financial rule and transaction stays connected to the underlying policy, plan, member, employer, claim, case, program, or account for visibility, control, and auditability across the organization.

  6. 06

    Reporting & Operational Insight

    Reporting is built in. Access dashboards, operational and financial reports, regulatory outputs, exception monitoring, and detailed history views from the same platform where the work happens. Because it draws from one connected data foundation, you replace fragmented reporting with consistent information across business, financial, compliance, and executive teams.

  7. 07

    Digital Experiences

    Role-based portals serve employees, policyholders, members, retirees, employers, agents, brokers, providers, partners, and constituents each configured around the information, transactions, forms, and tasks that matter to that user. Stakeholders submit information, complete transactions, check status, access documents, and collaborate with you through one connected digital environment.

What makes it modern

The Foundation Built to connect, automate, and scale.

Embedded AI

AI is a practical operational capability inside Simplify, not a separate product or a future initiative. It supports document intake, information extraction, classification, workflow automation, data analysis, decision support, risk evaluation, and exception identification. Because it's connected to your data, workflows, rules, and documents, you introduce automation where it creates value while keeping human oversight and operational control.

  1. 01

    Flexible Integration

    Run Simplify as a complete enterprise platform while connecting easily to the rest of your ecosystem data providers, payment platforms, identity services, document repositories, financial systems, regulatory sources, third-party administrators, and analytics tools. Integrate where it helps, without making external systems responsible for capabilities Simplify already includes.

  2. 02

    Secure, Cloud-Based Foundation

    Simplify is built on a modern cloud architecture designed for enterprise availability, security, performance, and growth. Role-based access, controlled configuration, audit history, data protection, and structured governance come standard along with the ability to add new capabilities without replacing the core.