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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