Financial Management

Financial Management Services

Premium
Reconciliation

Ensure accuracy of billing and insurance provider invoices.

Consolidated
Billing

Provide simplified, comprehensive billing statements for easier financial management.

Premium Payment
Coordination

Ensure timely and accurate payment processing to maintain uninterrupted coverage.

ACH Direct
Billing

Streamline billing through secure, automated payment processing.

Eligibility & Billing
Audits

Routine audits to identify and resolve discrepancies.

Deduction
Reconciliation

Align payroll deductions with carrier billing to ensure accurate payments and avoid discrepancies.

Custom
Recordkeeping

Flexible tracking tailored to unique client needs.

Imputed Income Reporting

Accurate support for required tax reporting.

Our Approach

Reliable, Proactive, and Transparent

We handle the details so you don’t have to. Our team keeps your finances accurate and your reporting clear, so you always know where you stand. Our to-the-penny approach keeps your organization financially healthy and strong.

Powered by BeneSource

Our highly trained finance team, supported by BeneSource’s powerful Financial Managment tools, provide accurate visibility into every transaction, giving you confidence down to the penny.  

Advanced reconciliation capabilities identify and resolve eligibility, contribution, and deduction discrepancies, helping organizations maintain accurate records and optimize benefit administration.

Sophisticated consolidated billing simplifies the burden of benefit funding by combining multiple carrier invoices into a single, accurate statement, reducing complexity and improving financial oversight.

Available ACH direct debit enables efficient, secure payment collection and distribution for benefits administration, minimizing administrative effort while enhancing accuracy and payment consistency.

From Our Clients

We Answer the Call

01

Called to Serve

Full-Service Administration

From day one through retirement and beyond, we handle every aspect of benefits administration for our clients. Our team manages the full benefits lifecycle, including enrollment, ongoing support, financial management, and transitions. With a single, dedicated partner managing your program, accuracy and compliance are assured.

 

02

Called to Care

Human-Centered Support

When members need support, they connect with a highly trained and licensed benefits professional – never a call center script. Our team’s specialized knowledge ensures members receive clear, compassionate guidance and accurate answers, no matter how complex the question.

03

Called to Safegaurd

Precise Financial Stewardship

We take responsibility for all financial details, managing payments, reconciling premiums, and coordinating billing with absolute accuracy. Our diligent oversight ensures every transaction is precise and every dollar is accounted for, so you can have total confidence in your plan’s financial health.

04

Called to Innovate

Powered By BeneSource

Tailor made for large complex benefit plans, our proprietary platform connects every aspect of enrollment, administration, and financial management into one integrated system that allows for total clarity and seamless execution.

05

Called to Champion

Trusted Advocacy

We are more than administrators. We are allies who share your mission. Inspired by those who serve their communities, we show up ready to support you and your members through every challenge and fiercely advocating from claims to billing to overall plan support.

Get In Touch

Ready to
Answer Your Call

Contact us today to learn how we can elevate and streamline your benefits program.