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Dependent Verify
From employee communications to document review to appeals — we handle the entire audit so your HR team doesn’t have to.
Ineligible dependents cost employers $2,000–$4,000 per dependent annually. Most employers have never audited.
ERISA and DOL require proof of dependent eligibility. Lack of documentation creates real liability.
Manual verification means months of back-and-forth. Most HR teams don’t have the capacity.
Upload your employee data file. We validate, verify addresses, and create the audit.
We handle all employee communications and document collection. AI reviews documents in seconds.
Download a complete audit report with eligibility status for every dependent.
5 communication stages: Initial kickoff, Reminders, Completion, Conclusion, and Appeals — each with its own template.
Fully customizable: Edit subject lines, body copy, and use template variables (employee name, dependent list, portal link, dates).
Flexible delivery: Choose per communication — Email only, Email + Physical Mail, or Mail only.
Automated letters: Physical letters printed and mailed automatically. No manual fulfillment.
Preview first: Send test previews before going live. Letters are optional — email-only is the default. Physical mail adds per-letter cost.
Each employee gets a unique portal link. A guided 5-step self-service experience — no HR involvement needed.
Employees verify their identity with their date of birth and Employee ID or last 4 of SSN.
Dependent Verification Portal
Enter your information to begin the dependent verification process.
A one-time code is sent to the employee’s email and phone on file for two-factor verification.
Dependent Verification Portal
A 6-digit code has been sent to j****[email protected] and ****4821
Didn’t receive a code? Resend Code
Employees see all dependents on file with their current verification status. Card-based layout for clarity.
Dependent Verification Portal
Upload documents for each dependent that needs verification.
Simple drag-and-drop upload with clear guidance on which documents are required.
Dependent Verification Portal
Spouse
Required Documents:
Drag and drop files here or click to browse
PDF, JPG, or PNG — Max 10MB per file
Employees see clear results for each dependent with the option to appeal.
Dependent Verification Portal
Your dependent verification is complete. Here are the results:
The employee uploads their supporting documents through the portal. As soon as they hit submit, the review begins.
Our AI verifies the documents immediately — checking names, dates, document type, and relationship evidence. Most reviews complete in under 10 seconds.
If the documents pass automated review, the dependent is immediately marked eligible. The employee sees the result right away — no waiting.
If a document can’t be automatically verified — blurry image, name mismatch, unusual document type — it gets flagged for manual review by our team.
Whether auto-approved or manually reviewed, the employee is notified as soon as the determination is made. No ambiguity, no waiting in limbo.
Dependent Verify manages the entire appeals process — your team just monitors from the dashboard.
Employee receives an ineligible determination with a clear explanation of why, along with instructions on how to appeal.
Employee uploads additional documentation and provides a written explanation through the portal. Dependent Verify collects and organizes everything.
Our team reviews the appeal with full context — original documents, AI findings, and new materials. You have visibility into every appeal on your dashboard.
The decision is recorded for compliance and the employee is notified automatically. Complete audit trail preserved.
Real-time visibility into every aspect of the audit. Monitor progress, review results, and download reports — all from one place.
Pricing discussed during consultation
All PII encrypted at rest. SSN, DOB, addresses protected with HMAC-CTR encryption.
Identity + security code. Time-limited sessions. Rate-limited attempts.
Every email, letter, status change, and decision logged with timestamps.
Architecture designed for protected health information. SOC 2 aligned controls.
We’ll put together a proposal tailored to Covenant HealthCare.