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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

The Plan Administrator (TPA) serves as a comprehensive system for group enrollment, eligibility management, and consolidated billing. It features a centralized database that stores all pertinent information regarding clients, participants, dependents, coverage options, and associated rates. The system integrates all plans into a single billing statement and allows for electronic eligibility reporting and online enrollment. Rates are automatically calculated using various factors, such as age, tenure, and health risk assessments. Users can opt for summary billing or name list structures, and the platform supports easy data import and export through formats like CSV, composite files, or ODBC/SQL. With the CSPWeb module, the system can be accessed online, enhancing web functionality. Additionally, it automates all aspects of COBRA administration, managing everything from notifications to conversions. It also includes robust premium accounting capabilities, adeptly handling advance, partial, retroactive payments, and NSF checks. The system's compatibility with other software applications is seamless, utilizing ASCII, CSV, composite files, or ODBC/SQL for integration. Trusted by many of the largest administrators in the country since the inception of COBRA, this solution boasts over 25 years of proven effectiveness in the industry. With its extensive features and reliability, it continues to be an essential tool for effective plan administration.

Description

Workterra is a fully configurable, easy-to-use benefits administration and enrollment platform built to simplify the growing complexity of benefits for HR and employees. Leading employers, brokers and carriers choose Workterra for its unmatched flexibility, robust reporting capabilities, and intuitive user experience. In addition to industry-leading technology, Workterra offers a comprehensive suite of administrative services to help clients with all of their benefits needs, including ACA reporting, FSA/HSA & Commuter Benefits, COBRA & Retiree Administration, Consolidated Billing, QMCSO, EOI Processing, Call Center Services, and more.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Benefit Plan Systems

Website

www.bencorp.com/index.html

Vendor Details

Company Name

Workterra

Founded

1987

Country

United States

Website

www.workterra.com

Product Features

Benefits Administration

COBRA Administration
Claims Management
Deduction Management
Disability Insurance Administration
Employee Benefits Administration
FMLA Administration
FSA Administration
Flexible Spending Accounts
For Brokers
For Employers
HIPAA Compliant
Health Insurance Administration
Life Insurance Administration
Online Benefits Enrollment
Premium Billing
Provider Management
Retiree Administration
Retirement Plan Management

Product Features

Benefits Administration

COBRA Administration
Claims Management
Deduction Management
Disability Insurance Administration
Employee Benefits Administration
FMLA Administration
FSA Administration
Flexible Spending Accounts
For Brokers
For Employers
HIPAA Compliant
Health Insurance Administration
Life Insurance Administration
Online Benefits Enrollment
Premium Billing
Provider Management
Retiree Administration
Retirement Plan Management

Human Resources

360 Degree Feedback
Applicant Tracking
Attendance Management
Benefits Management
Career Development Planning
Compensation Management
Compliance Management
Employee Database
Employee Lifecycle Management
Onboarding
Payroll Management
Performance Management
Recruiting Management
Self Service Portal
Succession Planning
Time & Attendance Management
Time Off Management
Timesheets
Training Management

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