Premium Benefits Outsourcing
Focus on Your Business
Offer Great Service
Our benefits experts answer employee questions, provide phone-based enrollment and advocate for your employees throughout the year.
Control Risk
System Configuration and Maintenance
New Hire, Life Event and EOI Processing
Data Exchange Operations, Auditing and Reconciliation
COBRA Administration
System Configuration and Maintenance
New Hire, Life Event and EOI Processing
Data Exchange Operations, Auditing and Reconciliation
COBRA Administration
Billing Reconciliation and Payment Services
Eligibility Management and Urgent Coverage Resolution
Branded Employee Contact Center
Communications and Fulfillment
Retiree Billing
Leave of Absence Billing
Dependent Verification
FSA/HSA/HRA Administration
QMCSO Processing
Examples of Custom Communication Campaigns Tailored for Your Workforce:
PlanSource Premium Benefits Outsourcing Bundle
- System configuration and maintenance
- Urgent eligibility processing
- Contact center support for employees
- COBRA enrollment and administration
- New hire and life event processing
- Dependent document verification for life events
- Evidence of Insurability processing
- HR/Payroll import of demographic changes
- Payroll deductions export
- Enrollment transactions to insurance carriers
- Resolution of data exchange discrepancies
- List-bill discrepancy identification and reconciliation
- Self-bill creation
- Consolidated billing and financial reporting
- Premium billing payment simplification
- COBRA premium remittance to client
- COBRA auditing
- Medical, Dental, & Vision carrier audits
- Payroll audit discrepancy reporting
- Business reviews with your HR leaders
- System setup and configuration changes
- Post-OE data exchange and audit with carriers
- Post-OE payroll audit
If we didn’t have PlanSource for our benefits technology, and if we didn’t have the Premium version where we have a dedicated team helping us, I wouldn’t have the time to do any strategic work. We’re saving money, because we would need one or two more of me if we didn’t have PlanSource.
Nicole Nieswand
Senior Benefits Specialist, MetroHealth
Benefits Outsourcing Product Sheet
Download an overview of the PlanSource Benefits Outsourcing add-on service that details what’s included and what time-saving benefits you can expect to see from it.
Customer Webinar: Strategic Materials
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