How We Work
Collaborate with a dedicated account team and employee advocates
throughout the year.

Account-level support

Access and collaborate with your account team in our employer portal.

  • Benefits proposals
  • Strategy calls
  • Employee issue escalation
  • Payroll support (billing reconciliation /EDI feeds)
  • Compliance calendar
  • Access to ThinkHR
  • HR for HR online community

Employee advocacy

Your people gain a mobile app, interactive benefits guide, and year-round help from benefits experts.

  • ID cards
  • Coverage questions
  • Provider lookups
  • Answers to all their benefits questions (medical, dental, vision, commuter, HSA, FSA, etc.)
  • Help with claims/billing issues
  • Benefits knowledge base

Carrier operations

We are your front and back office A-team for carrier feeds and billing reconciliation.


Let us run your compliance calendar throughout the year. From 5500s to 1095 notices, our compliance experts have you covered.

  • 5500
  • 1095 notices
  • SPD / required legal notices
  • Medicare Part-D
  • Non-Discrimination Testing

Technology integrations

Our benefits solution works with your existing people processes and platforms. Partner with Lumity as you go from 50 to 500 to 5000 employees.

We serve as an extension of your HR team

You’ll gain a team with an average of 5 years of industry expertise.

Benefits Consultant

  • Escalations
  • Renewals
  • Strategy
  • Carrier liaison


  • Onboarding
  • Enrollment Mgmt and QA
  • Systems Integration
  • Enrollment Materials

Account Manager

  • Employee Benefits Questions
  • Claims Disputes
  • Compliance

Employee Advocate

  • Payroll / EDI operations
  • Billing Reconciliation