“Any sufficiently advanced technology is indistinguishable from magic”
- Arthur C. Clarke

The Enrollment Wizards

Providing a 21st century solution for employee benefit enrollment, human resource administration, and data management

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Protect clients from attacks by Zenefits and others using “free software” to service customers


Prospect for new business using the compliance tools embedded in the product


Provide the infrastructure for you agency to survive and thrive in the 21st Century

How does the sales process work with the Enrollment Wizards?

The agent and/or the company product representative makes a presentation at general employee meetings prior to Open Enrollment.

Each product has a video and/or product brochure attached to the enrollment page to provide further information during the enrollment process.

The agent determines if he or she will be available for guidance during the enrollment process.

"Today employee benefits are all about compliance with ACA/Obamacare"


Kevin Gregory

Enrollment Wizards Principal

Copyright © Enrollment Wizards, LLC. All rights Reserved.

Why the Enrollment Wizard product sales portal?

We are the “Amazon” of employee benefits. More and more people are accustomed to shopping online for a variety of items. There is no reason whey they cannot do the same thing for employee benefits.

Online purchase of benefits provides you the agent with great persistency – people buy products they want to buy. There is no pressure to purchase as is often the case in face to face one on one meetings.

Employers much prefer the 24/7 access to products rather than having to allow employee time at work to make these purchases.

We Are the Enrollment Wizards.

We provide both terrific business opportunity and superb solutions for ACA/Obamacare challenges. Enrollment Wizards, Employee Navigator, and Transamerica team up to bring a very affordable solution for your small to medium size clients – 25 to 250 lives. You can use our solutions to:

Solutions tailored to you

Everybody deserves to feel confident and secure in their tomorrow. That's why we offer smart financial tools and products to help make it easier to build a future you can count on.


  • Enrollment Wizards has been working with online enrollment since 1998. We have tremendous amounts of experience with insurance company and vendor digital interface, Electronic Data Interchange and online enrollment sales tools.
  • Enrollment Wizards is one of the only firms with hands on experience in this environment from agent, vendor, and carrier perspectives. We have sat in every chair.
  • For over 20 years, our focus has been on small to medium sized employers. We use 21st Century technology to level the playing field with the "big boys." We know how to work with this market.



  • EN has a pricing model that is made to order for small to medium sized employers – there is no monthly minimum fee.
  • EN provides complete ACA compliance modules as part of the base fee structure – no expensive add on fees.
  • EN supports the employee benefit agency that wants to move completely into a 21st Century environment. The product and services are designed with self service and state of the art technology baked into the overall solution.


  • Transamerica offers a complete line of voluntary products with no participation requirements. This is a huge advantage for smaller accounts.
  • Transamerica offers very generous guarantee issue limits – another huge advantage in the small and medium case market.
  • Transamerica offers simplified and self billing options – a significant advantage in the voluntary benefit markets where ongoing administration is often problematic.

Ready to get started?

Employee Benefits used to be about a value proposition. Can your employer clients provide a program that attracts and retains quality employees?

It is now all about compliance. Can your employer clients – of all sizes – meet the government and regulatory requirements demanded for all plans?

And so your role has changed dramatically. You now must offer value AND compliance services. The Enrollment Wizards can help you with the compliance piece so you may continue your focus on the value piece.

Enrollment Wizards PresentationConsulting MemorandumAgency Support Memorandum Kevin's BioRichard Matthews, CEBS Bio

View compliance at bottom of this page.

In addition to full ACA IRS compliance, Enrollment Wizards offers the following services for an additional fee:
Wrap Documents | DOL and IRS employee notices | Section 125 discrimination testing (through our select TPAs) | Full Cobra service (through our select TPAs)

Enrollment Wizards PresentationConsulting MemorandumAgency Support MemorandumEnrollment Wizards Presentation
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