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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

Applied Pay serves as an all-encompassing digital payments platform tailored for the insurance sector. It integrates effortlessly with systems like Applied Epic, Applied CSR24, and EZLynx, allowing for the automation of payment collection, processing, and reconciliation tasks. This integration empowers agencies to provide clients with a secure and user-friendly method for making premium payments online, accessible from any device. Supporting a range of payment options, including ACH transfers, credit and debit cards, and eWallet solutions, Applied Pay offers insureds ample flexibility in how they settle their dues. The platform enhances the payment experience with features like next-day funding, the ability to pay multiple invoices at once, and options for setting up recurring payments. Additionally, it provides real-time insights into all payment transactions via an intuitive dashboard, which aids in the effective management of accounts receivable. By streamlining workflows through automation, Applied Pay minimizes the risk of manual errors, maintains compliance with PCI and NACHA standards, and mitigates the liability faced by agencies. Furthermore, its comprehensive capabilities allow agencies to focus more on their core business activities while ensuring a smooth payment process for clients.

Description

Transform and enhance every element of your benefits program using PlanSource. Reach your employees through personalized messaging and communication initiatives that can be tailored by group and automatically disseminated via email, text, mobile app, and additional platforms. With integrated self-billing and invoice reconciliation, you'll spend less time auditing and correcting insurance bills monthly, allowing for a more productive workflow. Our comprehensive compliance solutions provide reassurance regarding ACA measurement and reporting, COBRA administration, eligibility criteria, and much more. Efficient workflows and immediate integrations offer an enrollment process crafted to increase engagement and participation in plans. Our fully mobile experience—available on both our app and website—simplifies the process of exploring benefits, making it as easy as online shopping. By removing manual tasks and countless hours of HR administrative duties, you can achieve genuine end-to-end automation for your benefits system. This not only elevates employee satisfaction but also enhances the overall effectiveness of your benefits administration.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

ADP Celergo No 
ADP DataCloud No 
ADP Enterprise HR No 
ADP Global Payroll No 
ADP Learning Management No 
ADP Mobile Solutions No 
ADP Next Gen HCM No 
ADP Onboarding No 
ADP StandOut No 
ADP Streamline No 
ADP Succession Management No 
ADP Total Absence Management No 
ADP Workforce Now On the Go No 
BambooHR No 
SAP Store No 
Wisely by ADP No 

Integrations

ADP Celergo Yes 
ADP DataCloud Yes 
ADP Enterprise HR Yes 
ADP Global Payroll Yes 
ADP Learning Management Yes 
ADP Mobile Solutions Yes 
ADP Next Gen HCM Yes 
ADP Onboarding Yes 
ADP StandOut Yes 
ADP Streamline Yes 
ADP Succession Management Yes 
ADP Total Absence Management Yes 
ADP Workforce Now On the Go Yes 
BambooHR Yes 
SAP Store Yes 
Wisely by ADP Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$4 per month
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Applied Pay

Founded

1983

Country

United States

Website

www1.appliedsystems.com/en-us/solutions/for-agents/digital-payments/applied-pay/

Vendor Details

Company Name

PlanSource

Founded

2008

Country

United States

Website

www.plansource.com

Product Features

Product Features

Benefits Administration

COBRA Administration Yes 
Claims Management No 
Deduction Management No 
Disability Insurance Administration No 
Employee Benefits Administration Yes 
FMLA Administration No 
FSA Administration Yes 
Flexible Spending Accounts No 
For Brokers Yes 
For Employers Yes 
HIPAA Compliant Yes 
Health Insurance Administration Yes 
Life Insurance Administration Yes 
Online Benefits Enrollment Yes 
Premium Billing No 
Provider Management No 
Retiree Administration No 
Retirement Plan Management No 

Alternatives

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