Extract data from benefits enrollment forms
Unstract reads new-hire, open enrollment and life-event change forms, on paper, scanned or as carrier PDFs, and sends each employee's plan elections, dependents and beneficiaries to your benefits administration system or HRIS as structured data.
add baby to all 3 plans, birth cert attached
Benefits enrollment / change form · page 1 of 2
{ "employee_name": "Marisol Abernathy", "employee_id": "E-20417", "qualifying_event": "Birth of child", "event_date": "10/14/2026", "medical_plan": "PPO 1500", "coverage_tier": "Employee + family", "new_dependent": "Elena Abernathy", "health_fsa_annual_election": "$2,400.00", "life_beneficiary": "Jonas Abernathy", "within_event_window": true}
Trusted by HR and payroll teams around the globe
Elections come in on whatever form the employee found
A portal export from open enrollment is neat. The change forms that arrive after a wedding or a birth are another matter.
Signed at a branch office, then faxed to HR as a grey copy
Last year's form, this year's form and a carrier's own application
The FSA amount crossed out and written again beside it
Change form, birth certificate and beneficiary page in one scan
Open enrollment brings a spreadsheet and a pile of paper forms
Benefits staff key each election by hand, and a wrong tier or a newborn left off the plan shows up as a denied claim or a payroll deduction that never matched the form.
Unstract reads every enrollment and change form, checks tiers, dependents and event dates, and posts the elections to your benefits administration system or HRIS.
Read the form, check the elections, post them to the record
LLMWhisperer reads the enrollment form, Document Studio returns the elections with their checks, and Flow carries them into benefits administration. Each product runs alone, so a benefits team can begin with one stack of change forms.
Read benefits enrollment forms with every tier box and dependent row intact
An enrollment form packs a lot into small boxes: a reason for enrollment, three plans with a tier each, a dependents table, FSA amounts and a beneficiary split. Flattened to plain text, a child's date of birth lands in the spouse's row. LLMWhisperer keeps each dependent on its own line, reports which waiver boxes are ticked and which are blank, and reads handwritten amounts on scans and phone photos.
Use the text with your own LLM, or make it the first step of a full enrollment run.
Learn more about LLMWhispererTurn each benefits enrollment form into one checked election record
Describe the election record once: the employee, the reason and event date, each plan with its tier, the dependents, FSA and HSA amounts, the beneficiary split and any waiver. Benefits enrollment form data extraction then returns the same JSON for a paper form, a carrier PDF and an open enrollment export. Each record carries checks you set: the tier matches the dependents listed, the form arrived inside your plan's change window, FSA amounts sit within your plan's limits, and beneficiary percentages add up to 100.
Deploy it as an API behind your enrollment portal, or as an ETL pipeline over a folder of open enrollment forms.
Learn more about Document StudioRun employee onboarding through to benefits elections
Describe your benefits enrollment forms and the new-hire paperwork they travel with in plain language, and Flow's agents build the onboarding workflow from them. You approve the spec and every hire runs through it the same way. Election forms arrive with the offer letter, I-9 and W-4 from the onboarding portal or the HR inbox, are read and checked, and the elections go to your benefits administration system or HRIS while payroll systems such as Workday or ADP get the deductions.
A missing form, a dependent name that differs from the birth certificate, or an enrollment deadline at risk stops for an HR coordinator. Unstract does not recommend plans, give benefits advice or enroll anyone with a carrier. It reads the form and posts the elections the employee made.
Learn more about FlowExtract a stack of election forms today. Bring the full onboarding run to a consultation.
Start for free and read a folder of enrollment and change forms. A run tied to your benefits administration system starts with a conversation.
Enrollment forms, change forms and the papers that come with them
Documents
- New-hire benefits enrollment forms
- Open enrollment election forms
- Qualifying life event change forms
- Dependent add and remove forms
- Beneficiary designation forms
- Waiver of coverage forms
- FSA and HSA election forms
- Carrier enrollment applications
- Marriage and birth certificates
- Any other benefits paperwork
Fields captured
For the people who turn an election into coverage
Every change form checked for the event date, the tier and the new dependent before it is keyed, so a newborn is on the plan from the day of birth.
New-hire elections reach the employee record with the rest of the onboarding packet, and payroll deductions start on the first eligible check.
Open enrollment forms from every client employer read the same way, with elections ready to send to each carrier on the client's schedule.
Elections for every client's workforce filed under the right client, with dependents and beneficiaries kept apart by employer of record.
Fewer coverage gaps, fewer elections keyed twice
Family details and health plan choices stay private
An enrollment form lists dependents' SSNs and dates of birth, children included, and shows which health plans a family picked. Health plan choices hint at medical needs, and children's SSNs are a favourite target for identity theft because a misuse can go unnoticed for years.
- Enrollment forms and supporting certificates are encrypted in transit and at rest.
- Benefits documents never train any model.
- Dependent SSNs can be returned masked, and access is limited by role, client and location.
- Retention you set, so forms are deleted when your rule for closed plan years runs out.
- Teams that must keep employee health data on their own servers can run Unstract self-hosted.
What benefits teams ask before they send an enrollment form
Unstract handles FSA enrollment form OCR on scans, faxes and phone photos. LLMWhisperer reads the handwritten annual election, the account type and the signature date, and Document Studio returns them as fields with a check against your plan's limits.
Flow picks up FSA and HSA election forms from the onboarding portal or the HR inbox, extracts the annual amounts and the employee details, checks them, and posts them to your benefits administration system or HRIS. Forms with a blank amount or a late date stop for a person.
The employee, the account type, the annual election, the per-paycheck amount when the form shows one, the plan year and the signature date, each as a named JSON field. Document Studio deploys that record as an API, and every field links back to the spot on the page it came from.
You can automate benefits enrollment form processing: reading the form, checking the elections and posting them to the employee record. The employee still makes the choices, and your plan rules still decide what is allowed. Unstract takes over the reading and the keying.
Yes. You describe the election record once, and carrier applications, employer forms from past plan years and open enrollment exports all come back in that one shape, even when the boxes sit in different places.
It reads the qualifying event and its date, then checks the date against your plan's change window, the tier against the dependents listed, and the new dependent against the attached marriage or birth certificate. Anything that does not line up is flagged.
The field comes back empty and flagged, never guessed. A newborn's SSN marked pending is kept as pending, so the benefits team can follow up once the card arrives.
No. Unstract gives no benefits advice and enrolls no one. It reads the elections the employee made and posts them where you tell it to.
Unstract is SOC 2, ISO 27001, GDPR and HIPAA compliant. Forms are encrypted, never used for training, and deleted on the schedule you set, and self-hosting is available. Each control is listed in the Trust Center.
Yes. Start for free and upload a few enrollment forms to see the JSON. Connecting the run to your benefits administration system or HRIS is something we set up with you in a consultation.
Bring this year's open enrollment pile
New-hire forms, life-event changes, waivers and a few carrier applications. We read them in the session and show the election record each one produces, with every pending SSN and mismatched tier flagged.