At Happl, our goal is to make managing your employee benefits as seamless as possible. When your insurance policies are brokered and managed by Happl, we take care of the full reporting cycle between your HR system, our platform, and your insurers - so you don’t have to.
How Data Flows Between Happl and Your Insurer
Once your policies are brokered through Happl:
Source | Action | Result |
Your HRIS / employee updates | Employee joins, leaves, or changes eligibility | Happl automatically updates the platform |
Happl platform | Applies the enrolment rules defined during onboarding | Employees are auto-added or removed based on eligibility |
Happl → Insurer | Changes are reported according to your agreed schedule | Your policy stays fully up to date — no manual reporting required |
Insurer → Happl | Confirmation of cover and costs | Reflected on your reports and payroll files |
We Set the Rules Once - Then Everything Runs Automatically
During implementation, your Account Manager will work with you to define the enrolment and eligibility rules for each policy, including:
Enrolment Windows (e.g. 30 days from start date)
Life Events (marriage, birth, etc.)
Post-probation enrolments
New employee enrolments
Leaver terminations
Dependents
Once these are agreed, Happl enforces them automatically - no spreadsheets, no manual forms, no chasing.
Reporting Schedules to Suit Your Policy
Each insurer and policy type has different reporting requirements. We’ll confirm whether updates need to be shared:
Annually (common for fixed group policies)
Quarterly
Monthly
Ad hoc / immediate
Whatever the format, Happl manages this process for you — including file formatting and secure submissions.
Beyond Reporting: Full Policy & Employee Support
When Happl is your broker, reporting isn’t the only thing that becomes easier:
We manage all enrolment changes - including joiners, leavers, and dependent updates
We support your employees directly - explaining their cover, answering policy questions, and helping with claims
You no longer need to act as the go-between - we talk to the insurer on your behalf
The Key Benefit: No More Manual Enrolment Work
When Happl brokers your policy, you don’t have to manage enrolments at all.
Your eligibility rules are built into the platform
Employee changes flow in automatically from your HR system
New joiners are enrolled as soon as they qualify
Leavers are terminated without intervention
Enrolment reports are handled directly with insurers
You stay informed - without needing to get involved.
If you're currently managing your policy externally or manually reporting to your insurer, moving brokerage to Happl removes that administrative burden entirely.
Let your account manager know if you’d like to explore migrating your policy - we’ll handle the heavy lifting.