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Flock is a unified HR, Benefits Management, and Compliance platform for SMBs. Simple yet powerful technology to complement the high-touch relationships offered by our industry's trusted health insurance professionals.


Reporting is a crucial capability for most companies- Flock provides robust reporting on benefits, ACA, payroll and time-off. We offer many standard reports and the ability for clients to simply build custom reports on demand for any organizational need that may arise.

Broker Portal

Benefits advisors can configure plans specific to the clients needs, while providing eligible employees the ability to view plans and make life event updates.

With the clients permission, the broker portal provides the ability to enroll employees in plans (both current year or open enrollment). A huge time saver for making quick adjustments and changes!

ACA Compliance

Whether you agree with the Affordable Care Act (ACA) or not, complex reporting rules for your clients are now required and will continue to change/evolve. As a Broker you face additional compliance risks, increased complexity and clarity about who needs to do what, when and how.

With Flock as your core technology offering, you are now able to provide your clients with a simple 3-step ACA Wizard which manages crucial employer-requirements of Health Care Reform, including ACA reporting (1094 & 1095), ACA offer of coverage tracking, affordability safe-harbors, maintaining compliance and avoiding costly penalties for your clients.

Flock provides a simple and powerful platform for bringing together reporting data and providing your clients on-going transparency on how their organizations group benefit offerings are performing under the ACA provisions.


Flock has several ways to update data with carriers and/or COBRA/FSA/HSA vendors on employee demographic and benefit plan changes. Many times the way data is submitted to a carrier is strictly dependent on the carriers ability to accept data in a timely and efficient manner.

Flock's internal EDI team builds, pushes and maintains the 834b files on a weekly basis. Although EDI mapping takes several weeks to establish, we believe this is the best long term route for data integrity. However, based on carrier requirements and your state's DOI guidelines we can also support the additional mediums to push data to carriers, online carrier forms, carriersrier CSV files and Flock's benefit change reports where our broker partnersner or an employer can load the data into the carrier portal.


Flock maintains a comprehensive library of carrier forms commonly used by our broker partners. Employees still experience the same enrollment flow in Flock and we then 'map' their demographics, elections and a digital signature to a carrier specific enrollment form. Flock can map most types of forms in virtually every state.

Our forms database offers the most popular standard forms with major carriers. Other forms which need to be mapped can be done so by sending the form to us.