Automated Benefits Enrollment

Automate the data flow between your Benefits module and your benefits carriers and 401k providers through carrier connectivity.

Getting Started with Carrier Connectivity

Carrier connectivity is provided through the Trimble Marketplace. To learn about pricing and how to get started, go to the Trimble Marketplace website and complete the online form: https://marketplace.trimble.com/integrations/viewpoint-vista/benefit-enrollment.

If you are an existing Trimble Marketplace customer and want to learn more about carrier connectivity, please contact your customer support representative or enter a support ticket at: https://info.trimble.com/en/knowledge/kb-tickets/new.

How Carrier Connectivity Works

Trimble Marketplace's Integration Platform (formerly called Data Xchange) securely gathers benefits data from HR Management for Vista and organizes them into the insurance carrier's preferred format. The integration sends data to carriers at daily or weekly intervals, depending on carrier requirements. You and your team have the option to receive an email notification with a report each time the integration sends a file to a carrier.

  1. Updates or changes to employee benefits are approved in HR Management as usual.
  2. Trimble Marketplace's Integration Platform checks for updates and changes on a daily basis.
  3. If any errors are detected during the import to the carrier platforms, the integration automatically sends notifications with instructions for remediation.
  4. Changes are documented in a file format suited to each benefits provider.
  5. Files are sent to carriers based on their preferred schedules.

Advantages to Automated Benefits Enrollment

Through the implementation of carrier connectivity, your organization can automate the following processes:
  • Monitoring of plan changes.
  • Change detection and carrier file preparation.
  • File delivery to each carrier.
  • File import success / fail logs.
  • Error remediation instructions.

Supported Carriers

For a list of supported benefits carriers, see Which Benefits Carriers Does the Trimble Marketplace Integration Support?.

Learn More About Carrier Connectivity

Refer to the Trimble Marketplace Integration with the Benefits Module section in Help for answers to common questions about the Trimble Marketplace integration.

To learn more about implementing carrier connectivity with your Benefits module, go to the Trimble Marketplace website and complete the online form: https://marketplace.trimble.com/integrations/viewpoint-vista/benefit-enrollment.