Benefits Administration Software Built for Funds That Want to Stay in Control

Union.dev helps self-administered health funds manage eligibility, participant service, portals, statements, notices, correspondence, and reporting through one modern benefits administration platform.

Book a Demo Explore Benefits OS

Eligibility, service workflows, and participant visibility in one system
Member and employer portals built into the operating model
Secure, role-based, and audit-aware platform designed for controlled fund operations

Benefits OS Admin Dashboard

Participant Snapshot
Member ID: MB-8847 Active

Coverage: May 2026

Eligibility Status

Banked hours 160

Required hours 120

Notices & Documents

March statement View

Coverage notice View

Service Task Queue

Open inquiries 18

Avg resolution 1.8 days

Reporting Snapshot Export

Self-administered health funds need better systems without giving up operational control

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Eligibility, notices, and service workflows live in separate systems

Participant eligibility tracking, notice generation, and service workflows scattered across disconnected tools creates reconciliation burden and service friction.

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Statements, correspondence, and documents are too manual

Generating participant statements, correspondence, and managing document delivery requires manual processes, spreadsheet work, and disconnected systems.

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Participant and employer visibility feels disconnected from the real admin system

Portal experiences built separately from core administration mean stale data, sync delays, and participant service challenges.

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Internal teams need better tools, not more operational complexity

Staff managing eligibility, service inquiries, and participant communications need modern software that improves workflow efficiency without adding system complexity.

Built for organizations that want to modernize without outsourcing control

Benefits OS provides the core capabilities self-administered health funds need to manage eligibility, service, portals, statements, and reporting through one connected platform.

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Eligibility and Coverage Workflows

Track participant status, hour-bank or continuation-coverage context, and operational workflow stages

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Participant and Employer Service

Consolidated snapshots, inquiry logs, notes, and issue follow-up

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Statements, Notices, and Documents

Generate and track correspondence, manage participant-facing documents, and retain history

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Member and Employer Portals

Secure external access tied directly to the underlying administration system

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Reporting and Operational Oversight

Management, point-in-time, ad hoc, and exportable reporting

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Auditability and Secure Access

MFA, role-based permissions, workflow history, and secure external access

One benefits operating platform, not a patchwork of disconnected tools

Benefits OS is built as an integrated platform where eligibility workflows, participant service, correspondence, and portal experiences share data and workflows without manual reconciliation or duplicate entry.

Configurable workflows Adapt eligibility rules, service processes, and notice generation to your fund's needs
Unified reporting and history Complete audit trail and operational history across all modules
Secure external access Member and employer portals connected to core system
Operational snapshots Consolidated views of participant and employer activity
Role-based visibility Controlled permissions for staff, participants, and employers

Benefits OS

Eligibility Workflows

Participant Records

Employer Records

Correspondence

Customer Service / Inquiry Tracking

Reporting

Member Portal

Employer Portal

Integrations / APIs

Security & Audit Layer

Support the work that happens inside a self-administered health fund office

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Maintain participant and dependent records

3,214 participants
847 dependents
Status: Current

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Track eligibility and benefit status

Active: 2,847
Self-pay: 156
COBRA: 89

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Manage hour bank or continuation coverage workflows

Hour bank active
Required: 120 hrs/qtr
Self-pay window: 30d

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Generate statements, notices, and correspondence

March statements: 2,847
Notices issued: 284
Archive: Complete

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Handle participant and employer inquiries

Open inquiries: 18
Avg resolution: 1.8d
Satisfaction: 94%

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Report on service, activity, and operational outcomes

Eligibility reports
Service metrics
Export: Ready

Support multiple health fund workflows in one system

Hour Bank Administration

Banked Hours

160

Required threshold: 120

Coverage Month

May 2026 - Active

Self-Pay Status

Not required

Contribution History

March 160 hrs

February 168 hrs

Continuation Coverage / COBRA

Workflow Stage

Election window open

Notice History

Initial notice Apr 1

Election form Apr 1

Election Window

Closes May 15, 2026

Payment Status

Awaiting election

Participant Service

Participant Snapshot

Member ID: MB-8847

Status: Active

Inquiry Log

Coverage question Open

Statements

March 2026 available

Correspondence History

8 notices sent (2026)

Digital experiences that connect to the underlying benefits system

Member Portal

Secure Login

MFA-enabled access

Eligibility / Coverage Snapshot

Status Active

Coverage month May 2026

Statements and Notices

View and download documents

Documents
March statement View

Payment-Related Visibility

Self-pay status and history

Support Request Status

Employer Portal

Employer Snapshot

ABC Construction Co.

42 active participants

Contribution / Remittance Visibility

March 2026
$12,400 remitted Current

Delinquency / Discrepancy Indicator

No issues

Reporting Access

Monthly contribution reports

Contact and Agreement Information

Agreement expires: Jun 2027

Secure Submission Workflow

Give service teams a consolidated view of participant and employer issues

Benefits OS provides service teams with consolidated inquiry logs, participant snapshots, correspondence history, and workflow-linked activity—giving complete context for issue resolution.

Inquiry log and task management Track open inquiries, assign tasks, and monitor resolution status
Participant and employer snapshots Complete context on eligibility, coverage, and account status
Correspondence history View all notices, statements, and communications sent
Notes and follow-up visibility Document service interactions and track follow-up actions

Service Dashboard

Inquiry Log

Coverage inquiry - Johnson, M.
Submitted: Apr 20 Open

Statement request - Williams, S.
Closed: Apr 18 Resolved

Resolution Status

Open tasks 18

Avg resolution time 1.8 days

Participant Snapshot

Member ID: MB-8847

Status: Active | Coverage: May 2026

Correspondence History

March statement Apr 1

Coverage notice Mar 15

Notes Panel Add Note

Report on fund activity, eligibility, and operational performance

Benefits OS provides fund administrators with operational dashboards, eligibility reports, service metrics, and notice activity—giving visibility into participant status and fund performance.

Participant eligibility and coverage reports Active participants, coverage status, self-pay enrollment
Service and inquiry activity Open inquiry count, resolution metrics, service volume
Correspondence and notice tracking Statements issued, notices sent, document generation status
Employer contribution and remittance visibility Contribution reports, remittance activity, delinquency indicators

Executive Dashboard

Participant Eligibility

Active participants 2,847

Self-pay enrolled 156

COBRA active 89

Service Issues

Open inquiries 18

Avg resolution time 1.8 days

Notice Activity (March 2026)

Statements issued 2,847

COBRA notices 24

Payment Status

Self-pay current 148 / 156

Delinquent 8

Document Indicators

Archive: Complete | Export: Ready

Employer Activity View Details

Export Download

Security and compliance for benefits administration

Benefits OS is built on Azure with Microsoft Entra ID authentication, multi-factor authentication, and role-based access control for staff and external users.

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Secure external access

MFA-enabled portal login for participants and employers

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Role-based permissions

Controlled visibility for staff, participants, and employers

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Workflow history and audit trail

Complete record of eligibility changes and service activity

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Hosted and monitored

Azure-based infrastructure with security monitoring

Azure Cloud infrastructure

Entra ID Identity management

MFA Multi-factor authentication

Start with core workflows, expand over time

Benefits OS supports a phased implementation path—launch participant records and eligibility workflows first, then add correspondence, portals, and integrations as your fund is ready.

Participant Records

Participant and dependent data management

Eligibility Workflows

Hour bank and continuation coverage

Statements / Notices

Correspondence generation and delivery

Portals

Member and employer self-service

Additional Integrations

Connect to external systems

Each stage builds on the previous one, giving your fund a clear implementation roadmap without requiring a full system replacement on day one.

Give your health fund modern software without giving up control

Benefits OS delivers the participant record management, eligibility workflows, correspondence generation, and portal experiences self-administered health funds need—without forcing you into a one-size-fits-all solution.

Schedule a Demo Learn More

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