AI Plan Building Software

by Employee Navigator · Compensation & Benefits

AI Plan Building Software screenshot

Executive Summary

Employee Navigator's AI Plan Build tool lets brokers upload carrier-sold quotes and renewals and create benefit plans in Employee Navigator in minutes. It follows Employee Navigator's announced acquisition of Velocity Benefits' AI-powered plan building software, which extracts plan configuration details from carrier quotes and insurance documents and then builds those plans in Employee Navigator. The announcement, dated 23 September 2025, scheduled a beta of Employee Navigator's own tool for 15 October 2025 and says the long-term solution to plan builds is still carrier-based APIs.

Use Cases

  • Creating benefit plans from uploaded carrier-sold quotes and renewals
  • Extracting plan configuration details from carrier quotes and insurance documents and building the plans in Employee Navigator
  • Offering additional lines of voluntary benefits by connecting to integrated partners
  • Providing benefit administration to smaller employers more cost-effectively
  • Easing the pressure on brokers who struggle to find skilled plan builders during open enrollment

Features

Visibility

  • Customizable reports: Enrollment assistance tool (calendar links, chat, additional contacts) - -

Support

  • AI Support Assistant: Launched on September 15, 2025, the new Employee Navigator AI Support Assistant provides brokers and HR managers with fast and accurate answers to their support questions.

Technical Specifications

Architecture
Cloud-native, API-driven platform for scalable benefits administration.
Deployment
SaaS

Infrastructure

  • Microsoft Azure

AI/ML Stack

  • AI extraction of plan details from carrier quotes and insurance documents (technology acquired from Velocity Benefits)

Security & Compliance

Certifications: SOC 2 Type II, HITRUST, NIST, GDPR, 23 NYCRR 500, CCPA

Encryption: AES 256-bit at rest (Azure Storage Service Encryption); HTTPS with TLS 1.2+ in transit

Pricing

Model
Per-company fee for AI plan builds after a free beta month
Starting Price
About $5-$25 per company (expected, per the Sept 2025 announcement)
Target Customer
SMB,Mid-Market
Free Trial
Yes, Free beta for the month of October 2025

About Employee Navigator

Employee Navigator is a B2B software company that provides an all-in-one cloud-based platform for benefits administration and HR management. Their main products and services include benefits enrollment, new hire onboarding, ACA reporting, integrated payroll, HR management, and time-off tracking. They primarily target health insurance brokers and employers of all sizes to simplify HR and benefits processes.

Founded: 2008 · Headquarters: Bethesda, Maryland, United States · Employees: 51-200 · Private

Verified sources

Each of these facts was checked against the vendor page linked (2026-10-15).

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