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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

Maxwell Health has now been integrated with Sun Life, signifying a groundbreaking collaboration between insurance and technology that has birthed the first technology platform distributed by a carrier. But what implications does this have for you? It translates to a seamless and enhanced experience in benefits and HR that prioritizes what truly matters. Envision a unified technology platform that complements your entire HR ecosystem and encompasses your benefits comprehensively. Streamline your processes by overseeing your complete range of benefits online, with a fully paperless approach. Revamp your benefits offerings and user experience with an intuitive interface designed for ease of use. Equip your employees with the knowledge they need to make informed choices regarding their benefits. Since benefits can be intricate, managing the technology behind them should be straightforward. At Maxwell, our skilled technology professionals are readily accessible, ensuring that you are set up for success right from the beginning, helping you navigate the complexities efficiently. With this innovative partnership, the future of employee benefits management is brighter and more accessible than ever before.

Description

Workterra is a fully configurable, easy-to-use benefits administration and enrollment platform built to simplify the growing complexity of benefits for HR and employees. Leading employers, brokers and carriers choose Workterra for its unmatched flexibility, robust reporting capabilities, and intuitive user experience. In addition to industry-leading technology, Workterra offers a comprehensive suite of administrative services to help clients with all of their benefits needs, including ACA reporting, FSA/HSA & Commuter Benefits, COBRA & Retiree Administration, Consolidated Billing, QMCSO, EOI Processing, Call Center Services, and more.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

ADP Workforce Now Yes 
BambooHR Yes 
Docusign Yes 
Paylocity Yes 
form•Z Yes 

Integrations

ADP Workforce Now No 
BambooHR No 
Docusign No 
Paylocity No 
form•Z No 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Pricing Details

Workterra BenAdmin charges a PEPM rate, as well as an upfront implementation fee. Most of our admin services are also billed on PEPM or PPPM basis.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Maxwell Health

Founded

2012

Country

United States

Website

maxwellhealth.com

Vendor Details

Company Name

Workterra

Founded

1987

Country

United States

Website

www.workterra.com

Product Features

Benefits Administration

COBRA Administration No 
Claims Management No 
Deduction Management Yes 
Disability Insurance Administration Yes 
Employee Benefits Administration Yes 
FMLA Administration No 
FSA Administration Yes 
Flexible Spending Accounts No 
For Brokers Yes 
For Employers Yes 
HIPAA Compliant Yes 
Health Insurance Administration Yes 
Life Insurance Administration Yes 
Online Benefits Enrollment Yes 
Premium Billing No 
Provider Management No 
Retiree Administration No 
Retirement Plan Management No 

Human Resources

360 Degree Feedback Yes 
Applicant Tracking No 
Attendance Management No 
Benefits Management Yes 
Career Development Planning No 
Compensation Management No 
Compliance Management Yes 
Employee Database Yes 
Employee Lifecycle Management Yes 
Onboarding Yes 
Payroll Management Yes 
Performance Management Yes 
Recruiting Management No 
Self Service Portal Yes 
Succession Planning No 
Time & Attendance Management Yes 
Time Off Management No 
Timesheets No 
Training Management No 

Product Features

Benefits Administration

COBRA Administration Yes 
Claims Management No 
Deduction Management Yes 
Disability Insurance Administration No 
Employee Benefits Administration Yes 
FMLA Administration No 
FSA Administration Yes 
Flexible Spending Accounts Yes 
For Brokers Yes 
For Employers Yes 
HIPAA Compliant Yes 
Health Insurance Administration Yes 
Life Insurance Administration Yes 
Online Benefits Enrollment Yes 
Premium Billing Yes 
Provider Management No 
Retiree Administration Yes 
Retirement Plan Management No 

Human Resources

360 Degree Feedback No 
Applicant Tracking No 
Attendance Management No 
Benefits Management Yes 
Career Development Planning No 
Compensation Management No 
Compliance Management No 
Employee Database Yes 
Employee Lifecycle Management No 
Onboarding No 
Payroll Management No 
Performance Management No 
Recruiting Management No 
Self Service Portal Yes 
Succession Planning No 
Time & Attendance Management No 
Time Off Management No 
Timesheets No 
Training Management No 

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