Text2Enroll
Engage & Retain · HQA, Inc.
Engage & Retain · HQA, Inc.
Text2Enroll SFTP Setup & Process
Set up your secure connection once, then a simple flow for every group.
1 Set up secure SFTP 🔒 HIPAA-compliant
A one-time setup. Drop files into your folder and we open/update the case automatically.
sftp.engageandretain.io
22
(your company)/inbound
Key (issued to you)
2 Tell us a group is coming
Email a heads-up when a case is sold, plus any mid-stream changes, so we open the case on our side.
Cases@EngageandRetain.io
Never email PHI. Employee-level data goes only through the secure SFTP in Step 1.
3 Send the intake
We will try to pull elections, contact info, plan details & rates from your enrollment platform – no census needed. If we are unable to do this, please provide those documents in the SFTP folder.
Group & plan details — our intake form or your own format Every group
Plan rules & eligibility — full build detail New groups
Send it in your own format — we adapt to yours.
4 Before OE launch
Text2Enroll launches Day 1 of OE — these must be complete first (auto-reminders if not):
📋 Rate data — verified in the enrollment platform
✅ Plan eligibility rules — confirmed
📱 Mobile numbers — for the texting audience
Text2Enroll — Engage & Retain · HQA, Inc. | Engage More. Retain Longer. Grow Smarter. |
Bo@EngageandRetain.io · All employee data via encrypted SFTP under signed BAA.