Make Open Enrollment Stress-Free

Setuply is here to help make the process a breeze.

Open enrollment season doesn’t have to be overwhelming. With Setuply’s new Open Enrollment project template, you can streamline the entire process and make it a smooth experience for both your team and clients.

With our new template, you'll experience the benefits of:

✓ Accelerated project deployment
✓ Automated client outreach
✓ Effortless client follow-ups
✓ Simplified task management

Let this year’s open enrollment be different. Contact Setuply today to learn how our Open Enrollment project template and AI-powered platform can transform your process and elevate your service!

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of HR professionals report that open enrollment is the most challenging part of their year, citing communication with employees as the main difficulty.

of HR professionals spend more than 500 hours annually managing open enrollment due to manual processes, errors, and employee inquiries.

of companies experience higher than expected errors during open enrollment due to data-entry mistakes, requiring significant rework and causing delays.

of HR service providers feel they don’t have the right tools or technologies to streamline open enrollment, leading to delays and manual effort.

Transform the Client Journey

Setuply is purpose-built to deliver consistent, high-quality service to your B2B clients with less manual effort. From onboarding new clients to handling complex, repeatable projects like open enrollment, our AI-powered platform helps drive success. Just ask our customers.

Coray Grove

Chief Revenue Officer, Inova

“Setuply’s platform is a game-changer for the future of our client onboarding efficiency and revenue tracking. The ability to integrate such powerful automation into our processes will transform our operational capacity and accelerate our revenue pipeline. It marks a significant milestone in our growth trajectory.”

Alice Hinton

Human Resources Product Manager, Innovative Business Solutions

“Before Setuply, frustrations and issues with the implementation process could sometimes easily fall through the cracks. Now, all the information is readily available. We can see how people move through the process and where we can improve. It made us a better vendor for our customers.”

Josh Robinson

CEO, CheckmateHCM

“Leveraging Setuply for our client onboarding and support has transformed our approach to client onboarding and service delivery. It has amplified our processes, enabling us to surpass our goals and expand our capabilities. Going beyond operational efficiency has sparked a new era of expansion for us.”

Purpose-Built for Client Onboarding and Client Success

Power Up Every Aspect of Onboarding with Our All-In-One Platform

Client Impact Control Center

Client Impact Control Center
ScaleUp Onboarding Engine
Secure Data Management
Professional Services Automation
Case Management

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Client Impact Control Center

Put your clients in the driver’s seat.

Picture this: earning early adopter buy-in from day one. Our Client Impact Control Center empowers clients, giving them the transparency and tools needed for success. They can manage their tasks effortlessly, track onboarding progress in real-time, and connect with support seamlessly. With Setuply, clients are not just passengers on the onboarding journey; they're in the driver's seat.

ScaleUp Onboarding Engine

Go beyond traditional project management.

Access tools to create onboarding experiences that are repeatable and consistent across all clients, setting the stage for success every time. Our ScaleUp Onboarding Engine helps you maximize scalability by onboarding clients faster, allowing your business to grow with minimal overhead. But it doesn't stop there. We drive engagement by making it effortless for clients to interact with your team via an intuitive interface.

Secure Data Management

Put an end to client data management struggles.

Save valuable time spent collecting client data with Setuply’s automated platform. Create customizable questions for clients directly within Setuply, and watch as their answers seamlessly modify project plans. Make data collection scalable by saving questions and form templates for future use, with answers triggering tasks automatically. All the while, our platform validates, stores, and transforms client data into meaningful formats for seamless import into its destination system.

Professional Services Automation

Give your team tools to reach their full potential.

Improve capacity management effortlessly. With Setuply, you can better manage your staff's capacity to avoid burnout and foster collaboration. Proactively plan for capacity expansion when needed, ensuring your team is always operating at its best. Recognize and reward the stars on your onboarding team, aligning them with projects that suit their skills and experience. Meanwhile, you can identify development opportunities for junior staff and provide additional career development opportunities for your team.

Case Management

Eliminate scattered client requests.

Streamline communications with your clients. Setuply's centralized case management solution allows all stakeholders to collaborate effectively, ensuring clients are consistently informed. With real-time visibility, automated workflows, and standardized processes, teams can easily manage follow-ups, resolve issues quickly, and maintain thorough records for future reference. This enhances team efficiency and fuels continuous improvement by tracking key metrics like case length and workload.