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Praised the team’s responsiveness, willingness to go beyond the agreed scope, and the quality of the completed application.
Joshua HarrisEtelligens client
GOVTECH, FINANCIAL SERVICES & ACCESSIBILITY
Creating Seamless Onboarding to Expand Retirement Plan Access
Simplifying employer onboarding and self-service for state-facilitated retirement programs.
24%Employer enrollment lift
600%Same-day completion growth
$1MAnnual operating-cost reduction
The challenge
Make a complex compliance journey clear for employers of every size.
State-facilitated retirement programs serve employers with widely different levels of digital confidence, staffing, and regulatory knowledge. Existing registration and onboarding generated avoidable support calls and made it harder for employers to complete enrollment. The experience needed to simplify language, improve self-service, and scale as additional states and large employer cohorts came online.
Etelligens approach
Etelligens combined stakeholder workshops, call-center research, employer interviews, user testing, experience design, and digital product delivery. The redesigned journey introduced a clearer dashboard, simplified registration, contextual help, tooltips, and more accessible guidance around complex payroll and program concepts. Development-ready patterns were designed for reuse across multiple state programs, with A/B testing and feedback used to remove friction before launch.
What we delivered
Connected capabilities, one accountable delivery team.
Strategy, experience, engineering, data, and operations were planned around the same business outcome rather than delivered as disconnected workstreams.
- Employer and support-team research
- Accessible onboarding and dashboard redesign
- Simplified registration and account-management workflows
- Contextual help, tooltips, and plain-language content
- Reusable product patterns for multi-state rollout
- Testing, optimization, and self-service enablement
Measured outcome
Discuss a similar challenge ↗
Digital delivery tied to business results.
The redesigned employer portal contributed to a 24% increase in employer enrollment and a 600% surge in same-day enrollment completion. Reduced support demand was associated with approximately $1 million in annual operating-cost savings, while the platform created a more scalable way to expand access to retirement savings programs.
- 24% increase in employer enrollment
- 600% increase in same-day enrollment completion
- Approximately $1M annual operating-cost reduction from lower call volume
What clients say about us
Trusted for responsiveness, delivery quality, and ownership.
Feedback from clients who have worked with Etelligens across application development, web platforms, branding, and complex software delivery.
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Highlighted the quality of the website, strong troubleshooting, fast understanding of requirements, and a positive overall delivery experience.
Dean EdelsonEtelligens client
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Commended the booking-application team for identifying overlooked issues, exceeding expectations, and delivering a polished finished product.
Dr. Matthew MaggioEtelligens client
04
Said the team captured the brand’s identity effectively, communicated promptly across Western time zones, and earned continued work on product and service branding.
Joel LogicEtelligens client
05
Described the team as highly capable and accessible, crediting them with rescuing a difficult software project and consistently going the extra mile to deliver on time.
SargeEtelligens client
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Highlighted faster-than-expected delivery, close adherence to requirements, and strong communication throughout the web-development project.
Christopher SandsEtelligens client
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