If your broker introduced you to the Happl platform, its likely that we have a partnership with them, allowing a more integrated experience for you and your team. If you are unsure if your broker is a partner broker of Happl, feel free to reach out to your Account Manager, who will be able to confirm this for you.
How Information Flows Between Happl, Your Broker, and Your Insurer
Source | Action | Result |
Your HRIS / employee updates | Employee joins, leaves, or changes eligibility | Happl automatically updates the platform |
Happl platform | Applies the agreed enrolment rules | Employees are added or removed from plans based on eligibility |
Happl → Partner Broker | Changes are reported securely and promptly | Your broker informs the insurer |
Insurer → Broker → Happl | Confirmation of cover and costs | Reflected on your reports and payroll files |
We Set the Rules Together - Then Everything Runs Automatically
During implementation, your Happl Account Manager will work closely with both you and your broker to agree the eligibility and enrolment rules for each policy.
This may include:
Enrolment Windows
Life Events (e.g. marriage, birth)
Post-probation enrolments
New employee enrolments
Leaver terminations
Dependent additions/removals
Once agreed, these rules are built into the Happl platform so enrolments and terminations happen automatically - with no spreadsheets or email submissions from you.
Reporting Schedules Are Fully Managed With Your Broker
Every policy has different reporting requirements. Together with your broker, we’ll confirm whether updates need to be sent:
Annually (common for fixed group schemes)
Quarterly
Monthly
Ad hoc / as needed
Happl submits changes to your broker in the required format, and your broker takes care of insurer submission.
Employee Support Is Still Covered
Even when using a partner broker, your people won’t be left in the dark.
Happl can signpost employees to the appropriate broker contact for policy queries or claims
We also provide guidance within the platform to help employees understand their benefits and enrolment status
Everyone knows exactly where to go when they need help.
The Key Benefit: No Manual Enrolment Work on Your Side
When you work with Happl and one of our partner brokers:
You do not need to submit enrolment spreadsheets
You do not need to update your broker when employees join or leave
You do not need to remember reporting deadlines
Employee data flows automatically from your HRIS → into Happl → to your broker → to the insurer.
You stay in control - without needing to get involved.