We are proud of the exceptional service we provide in an industry where customer service is often an afterthought. We are proud of the unique product solutions and technologies that we’ve developed to help our clients and their employees make the best use of their benefits. And we are honored by the industry recognition we’ve received for our dedication to service and innovation.
Most of all, we are proud to have the opportunity to come together as a team to make it just a little bit easier for those we serve.
SOC 1® reports are examination engagements performed by a service auditor - prepared in accordance with AT-C section 320, Reporting on an Examination of Controls at a Service Organization Relevant to User Entities’ Internal Control Over Financial Reporting. SOC 1 reports are specifically intended to meet the needs of entities that use service organizations (user entities) and the CPAs that audit the user entities’ financial statements (user auditors), in evaluating the effect of the controls at the service organization on the user entities’ financial statements.
Ameriflex was certified as a great workplace today by the independent analysts at Great Place to Work®. Ameriflex earned this credential based on extensive ratings provided by its employees in anonymous surveys. "We strive to create a safe workplace where all of our employees feel valued and feel comfortable sharing their ideas," says Ameriflex President and COO Bart McCollum, "Earning this certification is very encouraging for us and we are honored that our employees feel we are moving in the right direction."
The Best and Brightest Companies to Work For ® is a program of the National Association for Business Resources that provides the business community with the opportunity to gain recognition, showcase their best practices and demonstrate why they are an ideal place for employees to work. This national program celebrates those companies that are making better businesses, crerating richer lives and building a stronger community as a whole.
The National Association for Business Resources has named Ameriflex one of the Nation’s Best and Brightest in Wellness® for 2018. This program honors companies that promote employee wellbeing, worksite health and wellness. "This year’s winning companies represent high standards and an exceptional commitment to their employees’ wellbeing”, said Jennifer Kluge, President and CEO of the Best and Brightest Programs.
Thanks to the commitment of our dedicated Client Services team, Ameriflex was honored for providing exceptional customer service in the following categories: customer survey results, resolution rates, operator effectiveness, and proactive service.
Ameriflex received the Billing Platform Partner of the Year Award at Partner Conference 2018, the annual WEX Health Partner conference.
“The Ameriflex team wakes up every morning to advocate for American families by helping them contend with the rising cost of healthcare,” said Bart McCollum, President, Ameriflex. “Winning ‘Billing Platform Partner of the Year’ is a testament to our growth, and growth means helping more people save more money on their healthcare expenses.”
"We saw a remarkable number of consumer-focused solutions with ingenious approaches to savings and incentives that are making a difference in people’s lives. We’re proud to recognize the contributions of companies that are propelling the industry forward."
– Loraine DeBonis,
& Chair of the Judging Panel
"We've been recognizing excellence and innovation in payments for 10 years. Once again, we saw nominees from across the globe tackling payments problems with mastery and ingenuity."
– Loraine DeBonis,
& Chair of the Judging Panel
William Short, Ameriflex CEO, was named a finalist in the 2016 Ernst & Young Entrepreneur of the Year awards program for the Southwest region. This is one of the world’s most prestigious business awards for entrepreneurs and we are thrilled to be represented alongside this elite group of men and women who inspire others with their entrepreneurial spirit and leadership.
"Your dedication to excellence and your impressive business results are inspiring. You truly are the best of the best: Award winners represent the top echelon of our high-performing WEX Health Partner ecosystem. It was an honor to recognize you and your organization’s accomplishments at PC2016."
– Jeff Young, Senior Vice President
& General Manager at WEX Health
"Ameriflex is synonymous with gold-standard TPA service – and Readers' Choice Awards – so it's no surprise they win this category handily yet again, securing nearly half the votes. Readers love the company's innovative products and solutions."
"We know payments and financial services are challenging businesses with a complex regulatory environment, but our winners consistently make it look easy for clients and end users."
"When our clients are successful, Alegeus is successful. It's great to see so many examples of our clients winning in the marketplace - growing revenue, offering differentiated value to their customers, increasing operational efficiency, and improving the consumer healthcare experience."
– Steve Auerbach,
CEO, Alegeus Technologies
"Juggernaut Ameriflex wins again. This third-party administrator remains the gold standard of third-party administration."
Awarded to William Short, President and CEO at Ameriflex.
"We are delighted to see so many of our clients and their benefit programs recognized for their industry leadership - and we are also proud to be among the organizations recognized."
The Ameriflex leadership team has been at the forefront of the consumer-driven healthcare movement since its early days, and currently brings decades of combined experience to our clients and partners.
William is a natural-born innovator, thought leader, and life-long learner. In 2013, he was honored with the CEO Leadership Award by the Institute for Healthcare Consumerism. In 2014 and 2016, William was elected chairman of the Employers Council on Flexible Compensation: a nonprofit organization dedicated to the advocacy and advancement of tax-advantaged benefit programs. After graduating from Washington University in St. Louis, Mo., he obtained his Master of Science degree in Computer Information Systems/Information Technology from Quinnipiac University and graduated from the Harvard Business School OPM program. William published his first book, "127 Grains," in 2016 and currently sits on the board of directors for the North Texas chapter of the Young Presidents’ Organization.
As President and COO, Bart is responsible for overseeing all aspects of business operations, product development, strategic planning, employee relations, business integration, compliance, and technology at Ameriflex. He is an expert both from a legal and operational perspective in consumer-directed healthcare products. Bart began his career at UMB Financial Corporation in Kansas City, Mo., where he served as Assistant Vice President for the company’s Institutional Fixed Income Group. Bart graduated from Washington University in St. Louis, Mo., where he earned his Bachelor of Arts degree in Finance, Psychology and Philosophy. He also earned a Juris Doctor degree from Tulane Law School and is admitted to practice law in Texas and Missouri.
Tod has over 13 years of banking and finance experience, ten of which have focused on the healthcare banking industry. Throughout his career, Tod has been very active in the development of healthcare banking products for several national organizations. Prior to joining Ameriflex, Tod was Vice President of Finance at First Horizon Msaver, where he assisted with the banking aspects of HSA product development. Tod also served as Vice President of Treasury Management Services at UMB Bank in Kansas City, Mo., where he managed the Treasury Management portfolio for clients ranging in size from brand name, Fortune 500 to mid-sized with at least $25 million in revenue. Tod is a graduate of Kansas State University.
Matt entered the consumer-driven healthcare industry in 2004 and, shortly thereafter, implemented the first online HSA application using a digital signature. In 2006, he designed the first HSA-specific employer funding system. Prior to joining Ameriflex, Matt was the IT Director for First Horizon Msaver in Overland Park, Kan. In this role, he gained direct experience with the sale of individual high-deductible health plans, developed an HSA enrollment and broker commission management system, and designed a broker dashboard that enabled Msaver brokers to track enrollments and direct commission checks. He also managed numerous custom integrations with large employers, brokerages, and insurance companies. Before joining First Horizon Msaver, Matt was a Systems Engineer at AT&T Labs.
Anne began her career with UMB Bank in Kansas City, Mo., where she was responsible for corporate communications strategy, internal communications, and marketing for the Asset Management and Healthcare Services divisions. Anne later worked for First Horizon Msaver in Overland Park, Kan., and was promoted to Vice President of Marketing. In her current role as Chief Strategy Officer, Anne is responsible for executing strategic initiatives, managing strategic partnerships, and ensuring that decisions made regarding potential opportunities are aligned with overall corporate strategy. Anne graduated cum laude from the University of Pennsylvania, where she earned a Bachelor of Arts degree in Political Science with a concentration in American Politics and a minor in Legal Studies.
David Rose came to Ameriflex in the fall of 2017 to re-energize the sales and marketing organizations at Ameriflex and help take the client emotional experience to new heights. David is the founder and CEO of C-Level Marketing and Sales Consulting and has been a serial entrepreneur. David has twenty plus years of executive experience working to grow revenue and profits with Fortune 500 and mid-cap clients in addition to select SMBs. David is focused on solving the dynamic people, process and technology issues that prevent companies from growing and surviving. As the Chief Revenue Officer for Ameriflex, he spends his time helping guide the high flying trajectory of the company's future. David is a graduate from the University of North Texas with a Bachelor’s of Business Administration in Strategic Management and Business Law.
Donna's specialty is perspective. With courtroom experience in both state and federal court, Donna built her reputation on offering clients legal strategies which not only benefit them now but help secure a future of growth. Prior to joining Ameriflex, she was a Supervising Attorney at Barrett Daffin Frappier Turner & Engel, LLP (BDF). While at BDF, she focused her litigation practice on complex mortgage transactions while representing both private and publicly held banks, mortgage companies, investors and brokers. Donna also served as Counsel at The Marketing Arm, an Omnicom Company, where she focused on compliance, data privacy and risk management. Donna earned her law degree from North Carolina Central University and completed her undergraduate studies at Elon University with a major in Political Science and Public Administration.
The Ameriflex Board of Advisors includes professionals from some of the biggest names in the Healthcare, Insurance and Human Resources industries. It is the goal of the board to aggregate ideas from the various stakeholders in an effort to accomplish the following three objectives: build stronger relationships among key industry professionals, strengthen revenue growth models and ideas, and foster innovation.
As Chief Operations Officer of Pierce Group Benefits, David communicates effectively to maintain excellent business relationships with prospective and existing clients by remaining attuned to their needs. By doing so, he has specialized in the the creation of custom benefits solutions for public and private sector groups, more specifically in the creation and implementation of FSAs, HSAs, and tax shelters. David also designs unique benefit packages that include COBRA and retiree solutions that have proven to benefit employer groups. With over 15 years in this industry, David has gained a broad experience in all aspects of employee benefit packages.
Greg Autuori works as Director, Benefit Operations at Namely. He and the Namely team help employers across the country offer engaging benefits programs through the Namely HCM & Benefits Administration platform. Prior to his time at Namely, Greg worked as a benefits consultant at both Mercer and Willis Towers Watson in the NY Metro Area.
David Ross is an Executive Vice President and the Director of Actuarial & Underwriting Services at Hays Companies. David acts as a National resource and the primary source of both internal and external education and support regarding efficient health plan structure. David spends most of his time traveling the country educating consultants, employers, and legislative bodies on the many counter-intuitive and nuanced components of effective health care cost management.
Steve Hesler is Assistant Vice President of Product and Market Development at Colonial Life, a leading voluntary benefits company. As a thought leader, Hesler focuses on industry developments, market changes, consumer experience, health care reform and product strategy. He recently led the company’s oversight and development of both individual and group accident and supplemental health product lines. Hesler joined Colonial Life in August of 2012 as Assistant Vice President of the Portfolio Management Office responsible for the implementation of all strategic projects for the firm. Prior to joining the company, he spent 16 years working with BlueCross BlueShield of Tennessee and its family of companies. Here he held leadership positions in finance, operations, data analysis, sales operations and others where he received the company’s top award for Leadership and Collaboration.
Wil is a Carrier Engagement Manager within Aon's Health & Benefits practice, the team executing Aon’s partnership and broking strategy with top healthcare and group benefits providers. Prior to Aon, Wil held international and domestic distribution leadership roles with MetLife and Unum. Wil and his family are based in New York City.
Frank Doherty is a Co-Founder, Managing Partner and CEO of National Benefit Partners, an independent distribution company in the voluntary benefit marketplace. Frank is also Co-owner and principal of Vision Financial Corporation in Keene, NH. Vision Financial is a licensed bonded third-party administrator specializing in “business process outsourcing” for the voluntary benefit insurance industry for the past 27 years.
Bill currently serves as President of Ardent Solutions, LLC, an Alera Group company, and has helped the business grow into one of the region’s largest independent employee benefits consulting firms. In 2016, Brown was on the steering committee that helped join 23 other insurance and financial services companies across the U.S. to form Alera Group, now the fourteenth-largest independent employee benefits, property/casualty, risk management and wealth management firm in the U.S. Following the launch of the company in January of 2017 Bill was elected to serve on Alera’s Board of Directors by the other founding partners. His industry experience spans nearly 20 years working with employee welfare and fringe benefits plans, retirement plans, managed care, ASO contracts, and alternatively funded group insurance programs.