An enterprise platform for self-insured employers and benefits administrators. Match carrier invoices against payroll deductions, generate CFO-level financial reports, and project three-year cost trajectories — with best, expected, and worst-case scenarios.
A single platform for the people who close the books, the people who plan the year, and the people who negotiate the next renewal.
Match carrier invoices against payroll deductions and eligibility files. Configurable matching rules surface variances by employee, plan, and pay period.
P&L by plan, by department, and by entity. AR aging, premium burn, and per-employee cost. Reports your CFO will actually read.
Project three-year cost trajectories across best, expected, and worst case scenarios. Adjust assumptions and instantly see the spread.
Smart matching across employee names, IDs, dates, and amounts — with fuzzy fallback for typos and timing differences.
A guided close-out workflow: receive invoices, ingest eligibility, reconcile, sign-off. Every month closes on time, every time.
A structured renewal timeline with milestones, broker collaboration views, and historical claims context to negotiate from.
Roll up multiple subsidiaries, locations, or business units into one consolidated view — or drill into a single entity.
Finance, HR, and executive roles each see what they need. Sensitive PII protected; dashboards personalized to the viewer.
Plug into your HRIS, payroll, and carrier feeds. Eligibility, deductions, and invoices flow in automatically — no spreadsheet imports.
A predictable rhythm that every benefits operation can run on — with checkpoints, sign-offs, and audit trail.
Carrier invoices, eligibility files, and payroll deductions imported automatically.
Reconciliation engine matches line items and surfaces variances for review.
Analysts dispute or accept variances, with audit trail per decision.
CFO and HR reports generated; forecast assumptions refreshed.
Final review, lock, and archive. Month closed; next cycle ready to begin.
The unglamorous details that catch generic spreadsheets and ERP modules off-guard.
Slice unmatched dollars by carrier, plan, employee, or root cause.
Adjust trend, headcount, and renewal assumptions to see the full range.
Optional broker view with a curated slice of data for renewal prep.
Every match, override, and sign-off is logged with who and when.
Per-carrier matching templates capture each carrier’s quirks.
Drill from total spend down to a single employee’s contribution and benefit.
Once a month is closed, edits require explicit re-open with audit reason.
PII access is scoped per role; sensitive fields masked in cross-team views.
We deploy the platform in 8–12 weeks: connect your carrier and HRIS feeds, build matching templates from your data, and run the first close-out together.
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