Custom Reporting
A full menu of custom reporting is available and can be generated at the group or participant level and can include details on enrollment, products, retention, participants, payment reconciliation, and remittance.
Billing & Reconciliation
We can meet your billing, payment processing, and reconciliation needs through client-specific account set up and implementation, including custom arrangements for both individual "direct bill" scenario and group models.
We can generate systematic group-level monthly premium invoices according to your specifications. Clients will receive a detailed "list bill" invoice each month structured to accommodate multiple plans, billing locations, and participant classifications.
Third Party Administrator
We are a licensed and bonded Third Party Administrator. As a TPA, we can accept and process ACH (electronic checking account draft), settlement deductions, wire transfers, check, and credit card payments (both group and individual business), and quarterly and semi-annual direct payments. We also provide reconciliation and payment to multiple administrators.