Employer setup
Workplace benefits setup
Assurity workplace benefits (life, disability, accident, critical illness) plus Keating Section 125. This is the intake, not a quote shop. Major medical is a booked call — no census and no SSN on that path.
Referred by James Jackson. Source on this case: JamesJacksonLanding.
- Path
- Company
- Contact
- Eligibility
- Payroll
- Census
- Review
What do you need?
Pick one. If you need major medical, stop here and book a call. Do not upload a census for medical.
Company
Benefits contact
Eligibility
Payroll export
Pick how you run payroll. A short export guide appears underneath. Aim for name, DOB, SSN, hire date, pay, ZIP, email, active — employees only.
Employee census
Employees only: legal name, DOB, SSN, hire date, pay, ZIP, email, status. No dependents. The file stays in this case’s Google Drive census/ folder. SSNs are never emailed.
Review
Confirm the facts. Census must Pass. Completing this leaves the case at ReviewReady for internal Gate B — this page does not email SSNs or send DocuSign.
Setup received
Case is ReviewReady. Matthew’s team will prepare the Assurity + Keating pack. You should not need to re-enter this form unless we ask for a census fix.
SSNs stay in the case Drive folder. They are not sent by email from this page.
Book a benefits call
Major medical is not this self-serve path. No census and no SSN were collected. The case is marked BookedCall.