Billing Reconciliation & Payment

Eliminate time-consuming monthly reconciliations

Let us Handle Monthly Carrier Billing on Your Behalf

The Billing Reconciliation and Payment Service from PlanSource takes the worry out of billing and reconciliation for HR teams. From gathering monthly carrier bills and calculating self-reported totals to handling payments to insurance carriers and resolving issues, PlanSource manages the process from end-to-end.
Benefits of Outsourcing Billing to PlanSource
By ensuring that eligibility and billing match the enrollment data reported in the PlanSource system, HR professionals get a valuable benefit – higher confidence in their data and more time to focus on higher value activities.
Save Time

Let someone else sync-up the bills to ensure correct payments.

Reduce Stress

Stop tedious comparisons between enrollment and carrier records.

Minimize Risk

Ensure correct premium payments are made to insurance carriers.

What’s Included In The Service?
Billing Handling
Whether it’s a self-bill or list-bill, we’ll take care of it
Invoice Consolidation
Clients get one bill showing everyone who needs to be paid
Payment Simplification
Employers pay us and we’ll pay everyone on your behalf
Discrepancy Resolution
All list bills are audited and any issues with carriers resolved

PlanSource manages all the tedious functions of benefits administration for me so I can spend my time on other value-added areas. Billing reconciliation alone is worth the cost of this platform! No other platform offers this service.

Lisa DeGisi

Benefits and Wellness Specialist, BPM

Downloadable Info Sheet

At PlanSource, we believe that the best way to build a better benefits experience is by combining best-in-class software with a range of high-touch benefit services.

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Case Study: Strategic Materials
Strategic Materials saves one week per month by outsourcing billing to PlanSource

Sustainable Benefits

Hear first-hand why Strategic Materials decided to outsource their benefits and how they saved time, resources and employee communications efficiency as a result.


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All Resources

Ready to Save Time by Outsourcing to PlanSource?

Featured Success Story
Dermalogica – Customer Success Story
See how Dermalogica cut hours of tedious admin work out of open enrollment each year and continue to increase employee adoption year over year.
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