You spend hours creating documents that should take seconds.
Benefit booklets. HIPAA authorizations. Enrollment forms. Compliance documents. Your team is still copying data from one place, pasting it into another, and formatting everything by hand. Formstack pulls data straight from your system and generates the finished document with one click.
Watch Document Automation in Action
This short demonstration shows how BenefitsGuide and Formstack work together — from one-click benefit booklets to compliance documents to signature-ready enrollment forms.
Custom Benefit Booklets in Seconds — Not Hours
Click a button. Choose the employee class and effective date. Formstack pulls in plan details, copayments, deductibles, contribution amounts, and eligibility information directly from the data already in your system. Out comes a finished, branded benefit booklet.
No more copying plan details from carrier websites into Word documents. No more formatting tables by hand. No more outdated booklets floating around because someone forgot to update one field.
- One-click generation from data already in the system
- Side-by-side plan comparisons included automatically
- Custom branding — your logo, your colors, your layout
- Saved to the account record for your whole team to access
ERISA Wrap Documents, Federal Notices, and More — Built Right In
BenefitsGuide includes a compliance application that generates ERISA wrap documents, POP and cafeteria plan documents, and required federal employee notices. The system validates the data before it creates the document — so you can't accidentally generate something that's incomplete or invalid.
Your plan data is already in the system. The compliance documents pull from that same data. No redundant data entry. No copying between systems. Just accurate, compliant documents every time.
Signature-Ready Enrollment Forms — Sent, Signed, and Filed Automatically
Generate enrollment forms, HIPAA authorizations, broker of record letters, and any other document your agency needs. Formstack sends them out for e-signature, captures the signed version, and files it back to the correct record in your system. No chasing down signatures. No scanning paper forms.
- Unlimited e-signatures included
- HIPAA authorization forms with data pre-populated
- Broker of record letters ready to send in seconds
- Signed documents auto-filed to the right account
One System. Every Document You Need.
Formstack works with the data already in BenefitsGuide to generate any document your agency needs. Here are the most popular.
Benefit Booklets
Custom-branded booklets with plan comparisons, copayments, deductibles, and costs per pay period. Generated in seconds from your existing data.
HIPAA Authorizations
Pre-populated HIPAA forms ready for e-signature. Sent, signed, and filed back to the correct account automatically.
Enrollment Forms
Signature-ready enrollment and change forms generated from employee and plan data already in the system. No manual entry.
ERISA Wrap Documents
Compliance-validated wrap documents with built-in checks that prevent incomplete or invalid document generation.
Broker of Record Letters
Pre-populated BOR letters ready to send in seconds. No more copy-paste from old templates.
Federal Notices
Required employee notices generated from your plan data. POP documents, cafeteria plan documents, and more.
See Document Automation Live.
Pick a time that works for you. We'll walk through how Formstack and BenefitsGuide work together — benefit booklets, compliance documents, e-signatures, and custom templates.
Prefer to talk first? Book a 15-minute call with Jason or call us at 646-461-3000.