Health & Wealth Benefits QA

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.

Who this is for

Benefits, HR-tech, and platform teams shipping enrollment, personal statement, retirement, or core benefits administration features on USA Health & Wealth platforms (Benefitfocus, Workday Benefits, bswift, ADP, PlanSource, or a custom build).

Especially useful if your open enrollment window is approaching and you need confidence that elections, premium calculations, and carrier EDI feeds are correct before it opens.

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

What's not included

Scoped this way on purpose, so the estimate stays accurate and nothing shows up as a surprise mid-engagement.

  • 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

Timeline & process

  1. 1
    Week 1

    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.

  2. 2
    Week 2

    Test design & data setup

    Write test cases against plan rules and build synthetic employee data covering eligibility and life-event scenarios.

  3. 3
    Week 3

    Automation & EDI validation

    Implement the automated suite, validate carrier EDI 834/835 feeds if in scope, and wire tests into CI.

  4. 4
    Week 4

    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

Get your enrollment flow checked before your next open enrollment window

Twenty minutes, no slide deck. Tell us which modules are live and we’ll tell you where the coverage gaps are.

Book a 20-minute scoping call

Contact Us

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