Average Ratings 0 Ratings
Average Ratings 0 Ratings
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.
Description
William, the advanced automated premium billing and payments platform by Certifi, streamlines membership accounting, payment management, collections, and remittance specifically for digital benefits-based billing. With William, users can enjoy the convenience of fully electronic billing transactions across intricate billing situations, which include payer-sponsored marketplaces catering to both group and individual demographics, as well as specialized segments like Medicare Advantage and Medicaid. This robust enterprise-class accounting system ensures compliance with GAAP standards while providing clear audit trails for effective general ledger management. Additionally, all customer-facing invoices, reports, portals, and tools are customized to align seamlessly with your organization's branding. The platform also features rules-driven communications for managing delinquency and policy terminations, facilitating everything from initial notifications to eventual policy suspension or termination. Moreover, both consumers and employers benefit from the flexibility to establish either one-time or recurring payments, utilizing their preferred methods of payment. This comprehensive approach not only enhances user experience but also reinforces the importance of maintaining financial accuracy and transparency within the billing process.
API Access
Has API
No
API Access
Has API
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
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
Pricing Details
$4 per month
Free Trial
Yes
Free Version
No
Pricing Details
No price information available.
Free Trial
No
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)
Yes
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
Yes
Vendor Details
Company Name
PlanSource
Founded
2008
Country
United States
Website
www.plansource.com
Vendor Details
Company Name
Certifi
Founded
2006
Country
United States
Website
www.certifi.com/services-2/
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