Carrier EDI + Vista
Automatically generate and send up-to-date demographic or payroll data for enrolled employees and their dependents straight from Vista to your benefit provider. We build an automated and secure file that will pull data directly from where you manage it in Vista and send it securely to your benefit provider's SFTP.
Manage Employee Events In Vista
Manage Employees, Dependents, Benefits, and Events in Vista. The integration will identify all changes and securely communicate them to each carrier via the carrier's preferred method. HR receives immediate confirmation when data is sent. If there are errors, HR is notified with remediation instructions.
Key Features
Automatic Updates
A reliable and automatic update is sent to your benefit provider with necessary updates for your employee and their dependent.
Securely Send Data
Your employee demographic data is prepared, and encrypted if required, on Trimble platforms before being sent to your benefit provider through an SFTP file.
Open Enrollment
Easily handle the open enrollment process that differs between each provider so the HR team can reduce stress and data management during the open enrollment process.
360 Integration
In some cases, such as 401k files, you may need to send data to Vista. We can automate files in both directions.
No Minimums
Build an employee enrollment file for any number of benefit carriers. There are no file or carrier minimums to get started. Start with one then build them all!
Carrier Experience
We can build an automated file to any carrier that supports EDI Carrier Feeds via csv, API, ANSI 834 version 5010, Fixed Width, or text file. Here are some benefit carriers that we have worked with already. Blue Cross Blue Shield, Cigna, Delta Dental, Fidelity, WEX, Guardian, NVA, Voya, T Rowe Price, HMSA, Lyra
How It Works
Maintain enrollment in Vista
Exactly as your team does today
We format and secure it
Enrollment data is translated into compliant EDI and encrypted.
Carriers receive it automatically
Accurate, on schedule, with no manual handoff.
Ready to take benefits administration off your plate?
We'll show you how enrollment data flows from Vista to your carriers, securely and automatically.