Intelligent Compliance. Zero Guesswork
Navigate fiduciary risk, automate oversight, and stay audit-ready—without the legal confusion.


How it works
Compliance Intelligence, Made Simple
From connection to automation—get audit-ready in just four steps.
Connect Your Systems
Seamlessly pull in plan documents, vendor contracts, and participant data from platforms like Gusto, Rippling, DocuSign, and more.
Automate Compliance Checks
Make adjustments to your campaigns as they run. Use real-time data to tweak targeting.
Flag Risks & Take Action
Instantly identify SLA breaches, missing disclosures, conflicts of interest, or vendor fee violations. Get guided next steps with AI-generated recommendations.
Automate What Used to Take Hours
From annual notices to nondiscrimination testing, let AI handle manual, repetitive tasks—so your team can focus on people, not paperwork.

Connect Your Systems
Seamlessly pull in plan documents, vendor contracts, and participant data from platforms like Gusto, Rippling, DocuSign, and more.
Automate Compliance Checks
Make adjustments to your campaigns as they run. Use real-time data to tweak targeting.
Flag Risks & Take Action
Instantly identify SLA breaches, missing disclosures, conflicts of interest, or vendor fee violations. Get guided next steps with AI-generated recommendations.
Automate What Used to Take Hours
From annual notices to nondiscrimination testing, let AI handle manual, repetitive tasks—so your team can focus on people, not paperwork.

Features
Everything You Need to Govern Compliance — In One Intelligent Platform
Automated oversight, documentation, and risk flagging for ERISA, HIPAA, COBRA, and more — purpose-built for HR, legal, and compliance teams.
Auto-Generate Compliance Documents
Auto-fill Form 5500s and generate SPDs using synced payroll and benefit data complete with audit trails and e-signature readiness.
Automate Complex Compliance Tasks
AI-powered document review and gap detection
E-signature and audit-trail ready output

Auto-Generate Compliance Documents
Auto-fill Form 5500s and generate SPDs using synced payroll and benefit data complete with audit trails and e-signature readiness.
Automate Complex Compliance Tasks
AI-powered document review and gap detection
E-signature and audit-trail ready output

Auto-Generate Compliance Documents
Auto-fill Form 5500s and generate SPDs using synced payroll and benefit data complete with audit trails and e-signature readiness.
Automate Complex Compliance Tasks
AI-powered document review and gap detection
E-signature and audit-trail ready output

Monitor Vendors & Partners for Compliance Gaps
Track SLA breaches, missing disclosures, and fee conflicts across payroll, benefits, or plan vendors — and get proactive alerts before audit issues arise.
Auto‑flag overdue vendor compliance tasks
Detect fee issues and SLA breaches early
AI-generated risk scores and recommendations

Monitor Vendors & Partners for Compliance Gaps
Track SLA breaches, missing disclosures, and fee conflicts across payroll, benefits, or plan vendors — and get proactive alerts before audit issues arise.
Auto‑flag overdue vendor compliance tasks
Detect fee issues and SLA breaches early
AI-generated risk scores and recommendations

Monitor Vendors & Partners for Compliance Gaps
Track SLA breaches, missing disclosures, and fee conflicts across payroll, benefits, or plan vendors — and get proactive alerts before audit issues arise.
Auto‑flag overdue vendor compliance tasks
Detect fee issues and SLA breaches early
AI-generated risk scores and recommendations

Scan for Regulatory Conflicts Automatically
AI scans benefit design, employment structures, and filing status for conflicts across ERISA, HIPAA, COBRA, and state mandates — no legal team needed.
Multi-jurisdiction conflict detection
Highlight preemption risks and legal gaps
AI-powered recommendations to fix violations

Scan for Regulatory Conflicts Automatically
AI scans benefit design, employment structures, and filing status for conflicts across ERISA, HIPAA, COBRA, and state mandates — no legal team needed.
Multi-jurisdiction conflict detection
Highlight preemption risks and legal gaps
AI-powered recommendations to fix violations

Scan for Regulatory Conflicts Automatically
AI scans benefit design, employment structures, and filing status for conflicts across ERISA, HIPAA, COBRA, and state mandates — no legal team needed.
Multi-jurisdiction conflict detection
Highlight preemption risks and legal gaps
AI-powered recommendations to fix violations

Your Compliance Control Tower — In One Dashboard
Visualize compliance health across departments, vendors, and domains. Filter legal risk, filing status, SLA triggers, and pending actions — all in one centralized view.
Track ERISA, HIPAA, COBRA, and 5500 indicators
See audit, preemption, and legal exposure
Filter by department, carrier, vendor, or case

Your Compliance Control Tower — In One Dashboard
Visualize compliance health across departments, vendors, and domains. Filter legal risk, filing status, SLA triggers, and pending actions — all in one centralized view.
Track ERISA, HIPAA, COBRA, and 5500 indicators
See audit, preemption, and legal exposure
Filter by department, carrier, vendor, or case

Your Compliance Control Tower — In One Dashboard
Visualize compliance health across departments, vendors, and domains. Filter legal risk, filing status, SLA triggers, and pending actions — all in one centralized view.
Track ERISA, HIPAA, COBRA, and 5500 indicators
See audit, preemption, and legal exposure
Filter by department, carrier, vendor, or case

Why It Matters
Why Modern Compliance Can’t Wait
Automated tools protect your company from costly oversights, streamline reporting, and keep your team audit-ready—without legal confusion.
Missed Deadlines Lead to Serious Penalties
Failing to file required notices (5500, HIPAA, COBRA, ACA) can trigger fines from the IRS, DOL, or state agencies.
Vendors Introduce Hidden Compliance Gaps
Lack of oversight can lead to missed disclosures, SLA violations, fee overages, and documentation gaps—often undetected until an audit.
Manual Compliance Work Overwhelms Lean Teams
HR, legal, and operations teams lose hours to tracking plan changes, coordinating notices, and chasing signatures—creating gaps and risk.

Missed Deadlines Lead to Serious Penalties
Failing to file required notices (5500, HIPAA, COBRA, ACA) can trigger fines from the IRS, DOL, or state agencies.
Vendors Introduce Hidden Compliance Gaps
Lack of oversight can lead to missed disclosures, SLA violations, fee overages, and documentation gaps—often undetected until an audit.
Manual Compliance Work Overwhelms Lean Teams
HR, legal, and operations teams lose hours to tracking plan changes, coordinating notices, and chasing signatures—creating gaps and risk.

Missed Deadlines Lead to Serious Penalties
Failing to file required notices (5500, HIPAA, COBRA, ACA) can trigger fines from the IRS, DOL, or state agencies.
Vendors Introduce Hidden Compliance Gaps
Lack of oversight can lead to missed disclosures, SLA violations, fee overages, and documentation gaps—often undetected until an audit.
Manual Compliance Work Overwhelms Lean Teams
HR, legal, and operations teams lose hours to tracking plan changes, coordinating notices, and chasing signatures—creating gaps and risk.

More Intelligent Compliance Tools — All in One Platform
Quail Governance helps your team centralize, automate, and track every compliance obligation—from ERISA and HIPAA to ACA, Part D, and dependent audits.
AI-Powered Risk Briefings
Receive weekly, AI-generated risk updates across your plans—highlighting SLA breaches, plan misalignments, preemption conflicts, and upcoming regulatory deadlines.
AI-Powered Risk Briefings
Receive weekly, AI-generated risk updates across your plans—highlighting SLA breaches, plan misalignments, preemption conflicts, and upcoming regulatory deadlines.
Auto-Generate SMMs & Plan Notices
Quickly draft and distribute Summary of Material Modifications (SMMs), SPDs, HIPAA updates, and benefit changes across employee segments.
Auto-Generate SMMs & Plan Notices
Quickly draft and distribute Summary of Material Modifications (SMMs), SPDs, HIPAA updates, and benefit changes across employee segments.
Nondiscrimination & Part 125 Compliance
Run annual nondiscrimination testing (POP 125, Section 105/129), flag discriminatory plan design, and generate IRS-compliant notices using synced census and payroll data.
Nondiscrimination & Part 125 Compliance
Run annual nondiscrimination testing (POP 125, Section 105/129), flag discriminatory plan design, and generate IRS-compliant notices using synced census and payroll data.
Unified Compliance Document Hub
Manage SPD distribution, plan docs, notices, and claims from a centralized, easy-to-navigate compliance portal.
Unified Compliance Document Hub
Manage SPD distribution, plan docs, notices, and claims from a centralized, easy-to-navigate compliance portal.
ACA, COBRA & HIPAA Compliance Automation
Track eligibility and automate ACA filings, HIPAA privacy notices, COBRA triggering events, and timeline-based follow-ups—without manual handoffs.
ACA, COBRA & HIPAA Compliance Automation
Track eligibility and automate ACA filings, HIPAA privacy notices, COBRA triggering events, and timeline-based follow-ups—without manual handoffs.
Personalized Employee Notice Delivery
Send HIPAA, COBRA, ACA, Part D, and other regulatory notices automatically—personalized, timestamped, and traceable by recipient or plan year.
Personalized Employee Notice Delivery
Send HIPAA, COBRA, ACA, Part D, and other regulatory notices automatically—personalized, timestamped, and traceable by recipient or plan year.
Integrations
Seamless Integrations With Your HR & Payroll Stack
Connect ERISA OS with your existing systems—no extra work, no switching tools.
FAQ
Frequently Asked Questions
Who is this built for?
Quail is designed for lean compliance, HR, legal, and benefits teams at mid-sized to large organizations — as well as TPAs, brokers, and compliance service providers managing filings and notices for multiple clients.
What’s the value for my team?
It eliminates manual tracking, scattered documents, and reactive fire drills. Your team gets AI-generated risk briefings, automated deadlines, and a clear dashboard showing what’s filed, what’s missing, and what needs attention — so nothing falls through the cracks.
How is this different from my payroll or HRIS system?
Payroll and HRIS systems store employee and plan data — but they don't govern compliance. Quail plugs into those systems to detect gaps, automate filings and notices, flag risks (like ineligible dependents or late SPDs), and generate audit-ready documentation with AI precision.
What types of compliance does this platform support?
Quail Compliance supports ERISA, HIPAA, COBRA, ACA, Medicare Part D, Dependent Verification, nondiscrimination testing (POP 125), SMM/SPD automation, and more. It centralizes obligations across benefit, legal, and HR teams into one intelligent platform.
Who is this built for?
Quail is designed for lean compliance, HR, legal, and benefits teams at mid-sized to large organizations — as well as TPAs, brokers, and compliance service providers managing filings and notices for multiple clients.
What’s the value for my team?
It eliminates manual tracking, scattered documents, and reactive fire drills. Your team gets AI-generated risk briefings, automated deadlines, and a clear dashboard showing what’s filed, what’s missing, and what needs attention — so nothing falls through the cracks.
How is this different from my payroll or HRIS system?
Payroll and HRIS systems store employee and plan data — but they don't govern compliance. Quail plugs into those systems to detect gaps, automate filings and notices, flag risks (like ineligible dependents or late SPDs), and generate audit-ready documentation with AI precision.
What types of compliance does this platform support?
Quail Compliance supports ERISA, HIPAA, COBRA, ACA, Medicare Part D, Dependent Verification, nondiscrimination testing (POP 125), SMM/SPD automation, and more. It centralizes obligations across benefit, legal, and HR teams into one intelligent platform.
Who is this built for?
Quail is designed for lean compliance, HR, legal, and benefits teams at mid-sized to large organizations — as well as TPAs, brokers, and compliance service providers managing filings and notices for multiple clients.
What’s the value for my team?
It eliminates manual tracking, scattered documents, and reactive fire drills. Your team gets AI-generated risk briefings, automated deadlines, and a clear dashboard showing what’s filed, what’s missing, and what needs attention — so nothing falls through the cracks.
How is this different from my payroll or HRIS system?
Payroll and HRIS systems store employee and plan data — but they don't govern compliance. Quail plugs into those systems to detect gaps, automate filings and notices, flag risks (like ineligible dependents or late SPDs), and generate audit-ready documentation with AI precision.
What types of compliance does this platform support?
Quail Compliance supports ERISA, HIPAA, COBRA, ACA, Medicare Part D, Dependent Verification, nondiscrimination testing (POP 125), SMM/SPD automation, and more. It centralizes obligations across benefit, legal, and HR teams into one intelligent platform.
Are you ready to simplify compliance and lower risk?
Join hundreds of teams automating compliance, eliminating vendor surprises, and staying audit-ready—without the legal confusion.
Are you ready to simplify compliance and lower risk?
Join hundreds of teams automating compliance, eliminating vendor surprises, and staying audit-ready—without the legal confusion.
Are you ready to simplify compliance and lower risk?
Join hundreds of teams automating compliance, eliminating vendor surprises, and staying audit-ready—without the legal confusion.












