Selected agency accounts
Up to 150
Benefits Administration for Brokers
Built around how benefits brokers actually work.
Haven is being built to bring group setup, plan documents, enrollment, and outstanding work into one clearer workflow—so your team can spend less time re-entering information and chasing what's missing.
Limited November access for qualified benefits agencies.
Group workspace
Acme Manufacturing
Enrollment setup
72% complete
Group information
Plans & documents
Employee enrollment
Carrier paperwork
Needs attention
Employer banking details
Waiting on employer
Final broker review
Assigned to your team
The Administrative Drag
Your platform should remove work—not move it around.
01
Repeated entry
The same information gets re-entered as a group moves from setup to enrollment and paperwork.
02
Scattered documents
Rates, forms, and supporting materials live across carrier and general-agency websites.
03
Unclear next steps
Incomplete work stalls when no one can quickly see what is missing or who needs to act.
Product Direction
One connected workflow from group setup through enrollment.
Haven keeps familiar broker logic while improving the places where information, documents, and next steps become fragmented.
Planned for Launch
Document Vault
All documents in one, easy to search vault, with built in browser PDF-viewer. No more endless downloads of the wrong form, view it before you download.
Planned for Launch
Carrier Form Preparation
Use enrollment information to help populate applicable carrier forms for broker review.
Planned for Launch
Reusable Plan Library
Save frequently used plans and supporting materials for future groups.
Planned for Launch
Guided Completion
See what is complete, what is missing, and who needs to act next.
Planned for Launch
Simplified Migration
Upload existing data, review mapped fields, and request assistance when needed.
The Workflow
From first upload to finished paperwork.
-
STEP 01
Bring in the group
Import an existing group or start with a clean setup.
-
STEP 02
Build the plan
Connect plans, rates, documents, and employer information.
-
STEP 03
Guide enrollment
Give employees a clear path through their selections.
-
STEP 04
Finish with clarity
Review completion and prepare required paperwork.
November Early Access
Test complete broker workflows before public access.
Haven is selecting agencies willing to test representative workflows, provide structured feedback, and help validate the platform before the December public launch.
November early access
$0
Named users included
2
Public access
December 1, 2026
Base Platform Pricing
Clear pricing for the platform brokers use every day.
Haven's pricing, like the rest of the platform, is designed to be straightforward and streamlined.
Launch offer
$250
maximum base charge in December
Eligible launch accounts also pay $250 in January before moving to the standard rate on February 1, 2027.
Standard subscription
$500
/ month
- 2 named user seats included
- $99 per additional named user
Clear access. Visible accountability.
Haven is being designed around role-based permissions, controlled file handling, and auditable activity. Verified security and compliance information will be published as it becomes available.
Role-based access
Plan permissions around agencies, groups, and responsibilities.
Controlled handling
Keep uploaded customer information inside the intended workflow.
Auditable activity
Retain visibility into changes, reviews, and broker approval.
Questions Answered
What to know before you apply.
Haven is being built for employee-benefits agencies and the brokers, producers, operations leaders, and administrators who manage groups and enrollment workflows.
Haven is being built as an alternative for benefits agencies using Ease or similar legacy platforms. The product direction keeps familiar broker logic while improving fragmented workflows.
Planned migration support includes reviewing uploaded exports, mapping supported fields, flagging uncertain data, and offering assistance. Availability may vary during early access while the workflow is tested.
The base subscription includes 2 named user seats. Additional named users are $99 per month each. Employees and eligible participants within groups do not consume paid seats.
Selected agencies test representative workflows using sample or explicitly approved data, report friction and defects, and help Haven validate the platform before public access.
Public access and the seven-day trial are scheduled to begin December 1, 2026. The final promotional trial-start date is December 11, 2026.
Yes. Employers and employees participate in the workflows their broker or agency manages, but the initial Haven customer is the benefits agency.
Submit an early-access application and note your demonstration request in the optional comments field. A request does not guarantee an invitation or scheduled demonstration.
Build with Haven
Help build the benefits platform brokers actually need.
Apply for early access to test the workflow, share what breaks, and help Haven focus on the work that matters.