erisafire logo 2

Developing a platform for employee benefits compliance operations

SaaS
United States
ERISAfire Plan Manager interface and insurance plan timeline
About the project

A U.S. employee benefits compliance services firm needed a centralized platform to manage employers, consultants, and ongoing compliance projects. As the organization expanded its service portfolio, tracking project status and maintaining consistent service delivery across fragmented tools became increasingly complex.

The company required a secure, cloud-based system to unify administration, store structured documentation, and integrate with existing project management flows.

Image 31 - Developing a platform for employee benefits compliance operations 
Client

A U.S.-based employee benefits compliance services company specializing in health and welfare benefits. 

Image 32 - Developing a platform for employee benefits compliance operations 
Our role

Honeycomb Software designed, developed, and implemented a cloud-based compliance management platform, including architecture, integration, security, and delivery of the web application and supporting services. 

Image 33 - Developing a platform for employee benefits compliance operations 
Country

The USA

Image 34 - Developing a platform for employee benefits compliance operations 
Industry

Compliance 

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Team members

3 experts (1 senior full-stack engineer, QA engineer, technical manager) 

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Duration

October 2024 – ongoing

Technologies and tools we used
Reach logo
React
Node.js
Node.js
PostgreSQL logo
PostgreSQL
AWS S3
AWS S3
Heroku
Heroku
auth0 logo
Auth0
Ruby on Rails
Ruby on Rails
Intercom
Intercom
trello
Intercom
Reach logo
React
Node.js
Node.js
PostgreSQL logo
PostgreSQL
AWS S3
AWS S3
Heroku
Heroku
auth0 logo
Auth0
Ruby on Rails
Ruby on Rails
Intercom
Intercom
trello
Intercom
Reach logo
React
Node.js
Node.js
PostgreSQL logo
PostgreSQL
AWS S3
AWS S3
Heroku
Heroku
auth0 logo
Auth0
Ruby on Rails
Ruby on Rails
Intercom
Intercom
trello
Intercom
Challenges

As the company scaled its client base, managing employers, consultants, and ongoing compliance projects through fragmented tools, limited operational visibility and control.   

Key pain points included:  

  • Fragmented operations: employer data, consultant assignments, and project documentation were scattered across systems.  
  • Manual project tracking: status updated required constant coordination, increasing the risk of miscommunication, and missed steps. 
  • Unstructured documentation: incomplete or inconsistent records created audit and delivery risks. 
  • Security and governance needs: the client required controlled access, secure storage, and reliable backup mechanisms.  
  • Integration requirements: the platform had to work seamlessly with existing project management tooling to support day-to-day execution 

To sustain growth and improve internal efficiency, the organization needed a scalable cloud-based platform that could centralize administration, automate key workflows, and provide structured project oversight. 

ERISAfire App Settings interface showing project templates, compliance event rules, coverage attributes, coverage types, bulk uploads, and Trello integration
The solution

Honeycomb Software designed and implemented a modern, cloud-native architecture leveraging key AWS services to address the client’s challenges. This approach was chosen because AWS offers a comprehensive suite of services that could address the client’s needs for a robust, scalable, and secure platform.

As an AWS Partner Network (APN) Partner, Honeycomb Software’s team of AWS-certified developers, engineers, and architects designed a cost-effective cloud solution that maximized the potential of the AWS ecosystem.
The solution involved the following technical implementation:

  • AWS S3 (Simple Storage Service): Chosen as a scalable, durable, and secure object storage system for storing the client’s documents. Bucket encryption was enabled to comply with security requirements, and lifecycle policies were added to manage document storage efficiently and securely, which saved costs.
  • AWS Lambda: Used for processing documents uploaded to the S3 bucket. Lambda provides a cost-effective, scalable solution by charging only for the compute time consumed, making it ideal for handling intermittent document uploads. Lambda seamlessly integrates with S3, with event-driven triggers automatically invoking the function upon new uploads to ensure real-time processing.
  • OpenSearch Serverless: Chosen as a vector storage to simplify setup, management, and scaling while reducing operational overhead. It is used to store and search processed documents, offering full-text search capabilities and efficient querying.
  • AWS Transfer Family: A managed SFTP server was temporarily deployed to securely migrate existing documents from the on-premises environment.

This serverless architecture eliminated the need for managing infrastructure, allowing for automatic scaling to handle varying workloads without manual intervention.

The entire document ingestion and processing workflow was automated, significantly reducing operational overhead, minimizing downtime, and improving overall system reliability and performance while optimizing costs and ensuring compliance with data security requirements.

ERISAfire interface showing plan file uploads, document management, and insurance coverage and benefits configuration
Results

The implemented platform centralized employer administration, project tracking, and compliance documentation within a single secure cloud environment. As a result, the client achieved:  

  • Improved visibility into engagement progress and service delivery. 
  • Reduced reliance on fragmented tools and manual coordination. 
  • Stronger operational control and documentation consistency. 

The system provides a stable foundation for continued growth while maintaining control and transparency across compliance projects.

ERISAfire Coverage Types interface showing medical, dental, and vision coverage configurations with attributes and compliance settings
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