Reporting Modules 2017-10-19T16:45:56+00:00

System Overview

Our easy to navigate application is the first web-based employee benefit broker portal for automatically reporting to self-insured clients the financial status of their plans. On our system, benefit brokers set up their client plan assumptions one time. Then, after entering monthly claims data, the application does the rest automatically. In less than 5 minutes per month.

The system is comprised of two different modules which can be purchased separately.