Generate consolidated carrier list bills and self bills each month that make it easy to compare enrollment vs. cost data and identify where you might be over- or underpaying.

You may export your invoices in a variety of formats including CSV, XLS or PDF. You can also choose whether you want a separate row for each benefit or by employee.

Run a bill preview from carriers in advance of your final monthly bill, so you can make changes prior to the carrier’s cutoff date. Run them on-demand or schedule them to run on a certain day of the month.

View current and past monthly bills organized by carrier or benefit and that include the total number of employees enrolled, premiums and fees, sum of adjustments, and final amount due.

Easily see any relevant adjustments that have been made for the billing period – such as retroactive enrollment or plan adjustments – at the bottom of the Billing Roster report.

Set up remittance statements that are grouped & subtotaled according to your need. You can show breakdowns by employee status, cost center, employee classification or GL code.