Caseflow replaces traditional benefits implementation workbooks with a collaborative, purpose-built platform that keeps brokers, employers, and implementation teams aligned.
On the go? No worries—we’ve got you covered.
Caseflow is designed for mobile, so teams can review workbooks, respond to updates, and keep implementation moving from anywhere.
Caseflow workspace
Command Center
Portfolio readiness
83% ready
18 active cases · 4 items need attention
Active Cases
18
Plan Years
27
Northstar Logistics
2027 Plan Year · Benefits review
Mobile ready
Work moves anywhere
Use a real workbook
This interactive sample follows the same readiness summary, expandable workbook sections, editable fields, comments, and activity flow as the Caseflow workbook editor.
This interactive preview is a simplified representation of Caseflow. The actual workbook design, layout, and functionality may differ.
The old workflow
Versions split. Emails become the audit trail. Important decisions live in cells, inboxes, and memory. Caseflow turns that fragmented process into one structured plan-year workspace.
Fragmented process
Final_Renewal_v8_FINAL.xlsx
Modified by Broker
Carrier_Contacts_NEW.xlsx
Modified by Case Manager
Eligibility_Matrix_Updated.xlsx
Modified by Broker
Rates_Broker_Review.xlsx
Modified by Case Manager
One connected workspace
Apex Manufacturing
Employer Information
Carrier Contacts
Eligibility
Benefit Plans
Collaboration
Brokers, case managers, employers, reviewers, and platform teams each get a focused workspace while the underlying case data stays connected.
Medical rates
Live comments
Jordan
NowCan we confirm the family contribution?
Avery
NowUpdated from the final renewal decision.
Tanner is editing
Medical rates
Assignment updated
Avery is now the reviewer
Benefit engines
Instead of forcing every plan into the same generic form, Caseflow gives each benefit type a structured engine that reflects how it is actually configured.
Tiered and composite structures
Flexible rates and contribution logic
Plan options without workbook drift
Employee, spouse, and child coverage
Age-banded and volume-based rates
Coverage designs and tobacco rates
HSA, FSA, LFSA, and DCA limits
Renewals
Create the next plan year from an existing Case, preserve the historical record, and review only what changed instead of rebuilding the implementation from scratch.
Renewal workspace
Existing plan year
2027
Next plan year
2028
Preserve history
The prior plan year stays intact.
Copy known details
Carry existing implementation information forward.
Review the changes
Update only what is different for the renewal.
Control and visibility
Clear permissions, complete activity history, and protected plan years make Caseflow easier to trust than a workbook passed through email.
Give owners, admins, case managers, reviewers, brokers, and viewers the access their responsibilities require.
Capture meaningful edits, comments, assignments, status changes, and platform actions in one timeline.
Keep historical workbooks intact while each renewal is built in its own connected plan-year workspace.
Designed around the work
Caseflow turns the recurring friction of benefits implementation into focused, visible workflows—without making claims on behalf of customers.
Employer details, plan configuration, dates, contacts, and decisions stay connected to the active plan-year workbook.
Readiness turns incomplete sections into specific next actions so review conversations start with shared context.
Renewals begin in a new connected workbook while prior-year configuration and implementation history remain intact.
Pricing
Every tier includes the complete Caseflow platform. Need more room? Additional active Cases are $10/month each, while archived Cases remain unlimited.
Starter
Up to 10 active cases
Approximately CAD $140 per month
The complete Caseflow platform. Choose this tier based only on the active-Case capacity your team needs.
Growth
Up to 25 active cases
Approximately CAD $281 per month
The complete Caseflow platform. Choose this tier based only on the active-Case capacity your team needs.
Scale
Up to 50 active cases
Approximately CAD $563 per month
The complete Caseflow platform. Choose this tier based only on the active-Case capacity your team needs.
Enterprise
50+ active cases
The complete Caseflow platform. Choose this tier based only on the active-Case capacity your team needs.
The next plan year starts here
Give your team one clear system for implementation, collaboration, review, and renewal.
