Data Integration for Associations & PEOs

Association health plans, benefits trusts, and PEOs sit between many employers and many carriers. Integrate.io brings their files together and sends eligibility back out, for one fixed fee.

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Integrate.io client onboarding template mapping client CSV and SFTP files into a target customer schema in Snowflake

Trusted by 1,100+ data and ops teams saving millions of IT tickets with Integrate.io

Philips
Customer Since:
May, 2023
Caterpillar
Customer Since:
July, 2018
case study
DPD
Customer Since:
August, 2019
7-Eleven
Customer Since:
August, 2017
Samsung
Customer Since:
August, 2021
case study
Boston Red Sox
Customer Since:
August, 2025
Accenture
Customer Since:
August, 2017
McGraw Hill
Customer Since:
August, 2022
Associations & PEOs data challenge

You are the only one who sees the whole book.

Each carrier sends files in its own layout, member employers change every year, and the vendor list changes at every plan renewal.

Every carrier's file is different

Policy and membership files arrive in a different layout from each carrier.

Eligibility pushes done by hand

Sending eligibility to wellness and care vendors is still manual work for a small team.

The vendor mix keeps changing

New point solutions every plan year mean new feeds to build and old ones to retire.

Capabilities

Carrier files in, vendor eligibility out, on one platform

Bring every carrier's files into your own database to reconcile eligibility, and push eligibility to point-solution vendors. When the vendor list changes, clone a feed.

Integrate.io client onboarding template mapping client CSV and SFTP files into a target customer schema in Snowflake
Carrier files into your database

Carrier files into your database

Ingest policy and membership files from every carrier into your own database to reconcile eligibility across the book.

Eligibility out to vendors

Eligibility out to vendors

Send eligibility files to point solutions and wellness vendors on schedule, in the layout each one expects.

New vendor, cloned feed

New vendor, cloned feed

Add a vendor at renewal by copying an existing feed and changing only what differs.

Many employers, one platform

Many employers, one platform

Handle files from many member or client employers on one platform and one fixed fee.

Why Integrate.io

Hands-on teams move faster. IT still sees and controls the work.

Analysts, operators, and engineers can build the pipelines they need, while IT keeps access, standards, and visibility in place.

Fixed-fee pricing

Predictable pricing for growing data work, without tying budget to every row, sync, connector, or client.

Flexible pipeline builder

Build visually, prompt with Helm, or add SQL and Python when they help. Teams closest to the data can own the flow.

White-glove service

A dedicated Solution Engineer guides implementation and production work alongside 24/7 support.

Explore the Platform

Use Integrate.io as the end-to-end data pipeline platform for data management, or plug its modular components into the stack your team already prefers.

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Meir Gold

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Diego Polo

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Matthew Pratt

Analytics Manager

Connect the systems your data depends on

Managed sources and destinations, a universal API connector for custom systems, and new connectors built on demand within 24 to 48 hours.

Ready to connect every carrier and vendor in one place?

Book a demo and bring a carrier file. A Solution Engineer will show it landing in your database.

Talk to an Expert

FAQ

Frequently asked questions

Clear answers to the questions teams ask when evaluating Integrate.io.

Still have questions?

Talk to an expert →
Can we bring every carrier's file into one database?

Yes. Integrate.io ingests each carrier's policy and membership files and standardizes them into your database.

Can you push eligibility to vendors on behalf of our member employers?

Yes. Build an outbound feed per vendor and run it on a schedule.

We change point solutions every plan year. Is that a rebuild?

No. Clone an existing feed for the new vendor and adjust the layout.

How long does a pilot take?

A focused pilot usually runs two to three weeks, and the first feed can be live within days.

Can a PEO handle files from many client employers?

Yes. The same pattern applies: ingest each client employer's files in their own layout and standardize them into one schema.