Invoice Reconciliation
and Audit Services
Avoiding and eliminating leakage
Carrier invoice reconciliation
Avoid over/under payment and resulting complicated adjustment accounting
System generates reports to assist employer or advisor in bill reconciliation on their own, or optionally, we offer a full-service billing validation, reconciliation, and accounting service
All lines of coverage
Self-accounting statements with supporting documents
List bill reconciliation and supporting documents
Voluntary products payroll deductions to match carrier invoices
Adding voluntary plan offerings is easy because we minimize leakage and additional overhead to employer and advisor
Full-service accounting and audit
Advice to pay and cost-center break down reports
Audit support