Ship open enrollment without a benefits calculation error
We test USA Health & Wealth platforms — enrollment flows, personal benefit statements, and 401(k)/403(b) retirement calculators — against ERISA, ACA, and HIPAA requirements, so a miscalculated match or a dropped dependent gets caught in QA, not during your open enrollment window.
- US, Canada & UK overlapWorking hours planned around your team, not just ours.
- One point of contactA named lead owns the engagement end to end — no ticket queue.
- NDA on every engagementSigned before we see a single ticket or line of test data.
- Scale up or down monthlyNo multi-year lock-in — resize the team as the release calendar changes.
Who this is for
What you get
- 25–40 automated and scripted test cases covering enrollment flows, personal statement calculations, and/or retirement plan logic (401(k)/403(b), matching, vesting) — scoped to the modules you need
- A compliance-mapped test matrix tracing test cases to the regulation they validate (ERISA, ACA, HIPAA, DOL, IRS)
- EDI 834/835 transaction file validation for carrier enrollment feeds, if in scope
- Automated regression suite (Selenium/Playwright or Cypress) wired into your CI pipeline (GitHub Actions, Jenkins, or Azure DevOps)
- Synthetic employee test data covering common eligibility and life-event scenarios (new hire, qualifying life event, rehire)
- HTML test reports after every run, plus a compliance coverage summary
- A 60-minute handover session walking your team through the suite and the compliance mapping
- 2 weeks of post-handover support for flaky tests or environment issues
Timeline & process
Discovery & compliance scoping
Review plan documents and SPDs, agree which modules — enrollment, statements, retirement, core benefits — are in scope, and get access to a staging environment.
Test design & data setup
Write test cases against plan rules and build synthetic employee data covering eligibility and life-event scenarios.
Automation & EDI validation
Implement the automated suite, validate carrier EDI 834/835 feeds if in scope, and wire tests into CI.
Handover & stabilization
Fix flaky tests, deliver the compliance-mapped report, run the walkthrough call, and start the support window.
What we need from you
- Access to a staging or sandbox environment with synthetic, non-PHI employee data
- Plan documents, Summary Plan Descriptions, or carrier contracts describing the rules we’re testing against
- Test credentials for the benefits platform and, if in scope, carrier or recordkeeper sandbox access
- A signed BAA if any test data will touch PHI, plus one walkthrough call with your benefits/engineering team before we start
Proof, not promises
Not in scope, so there are no surprises
- A formal ERISA/HIPAA compliance audit or legal attestation — we map tests to regulatory requirements, we don’t issue compliance certification
- Coverage of every US state’s benefit mandates by default — state-specific rules (CA, NY, NJ, WA paid leave, etc.) are scoped explicitly at kickoff
- Load testing of the enrollment platform under peak open-enrollment traffic, unless scoped separately
- Ongoing maintenance after the 2-week support window — available separately as a retainer