Form Automation

Definition: Form automation is a feature Zenefits offers which pre-populates  carrier forms with employee and group data, for submission to benefits carriers.  

Functionality: 

  • For select carriers, Zenefits maps carrier forms, along with employee & group data fields, so as to populate election and demographic data automically into carrier forms to make carrier fulfillment more simple for admins and/or brokers.
  • Form automation is available for New Hire, Open Enrollment, QLE, and Termination task types.
  • Form automation is not available for demographic task types.  

To verify form automation is available for your group's benefits carriers, please check to ensure Zenefits supports your carrier & state for form automation

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