Client Portal

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Active Reporting

Dynamic, real-time reporting at your fingertips! Review program data, including detailed information about your member participation and plan performance.

Enrollment

Manage member eligibility and enrollment from Open Enrollment through Change Requests due to qualifying life events.

Population Health

Engage your employees and their spouses in health and wellness. Set goals and offer rewards to members who achieve those goals, monitor participation, and manage member portal settings.

ACA Reporting

Meet the IRS's documentation and reporting requirements for the Affordable Care Act's Employer Shared Responsibility Tax. Maintain measurement and tracking periods, complete Forms 1094/1095 Series B & C, and provide relevant reporting.

Underwriting

Manage the underwriting and medical application process required by many self-insured plans with dashboards and specialized reports.

Task Collaboration

Complete implementation tasks and forms, access client management workflows, and retrieve scheduled reports all from a web-based, secure work area.