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Administrative Services

Using technology to reduce
day-to-day administration

Eligibility Data Management

Processing additions and terminations

We interface with employer’s HR or payroll systems, receive files, and manage all additions and terminations

Transaction approval

We offer flexible options for transaction approvals and manage these with or without supporting documents

Ongoing dependent eligibility verification

Our system presents a process that is integrated with the enrollment workflow making it seamless and convenient
for employees, with the ability to upload and store documents securely

Evidence of insurability approval updates

Fully Managed Carrier Connections (EDI)


We take complete ownership of feeding eligibility to the carriers including interim processes while an EDI feed is being tested

Connectivity to all carriers

HIPAA 834 and non-834 proprietary file formats, HSA/FSA reporting and funding advice

Carrier discrepancy management

We send file feeds, receive and review feedback reports, and take corrective action when necessary to keep eligibility clean