Together we can increase your savings, empower your health, and simplify your life. Plan for present and future you, today.
Helping you and your employees save money is our top priority. Let us show you how easy it can be.
Focus on your vision – we'll make it grow. Let us help you customize the perfect savings strategy for both your clients and their employees.
We're a people-driven organization... that just so happens to be a third-party administrator. Find out what makes us different and how we aim to make healthcare easier for our participants, employers, and producers.
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FSA CARES Act Over-the-counter Amendment
HRA CARES Act Over-the-counter Amendment
Broker Designation Form
Employee Termination and LOA Form
Employer Request for Service Form
Outside Plan Representative Designation Form
Participant Messaging Options Form
Transaction Reversal Request Form
COBRA Legacy Qualified Beneficiary Form
COBRA New Plan Member Form
COBRA Qualifying Event Submission Form
COBRA Rate Renewal Request Form
COBRA Special Plan Member Form
COBRA State Continuation Form
COBRA Portal: A Comprehensive Tutorial
COBRA Portal: Adding a Qualified Beneficiary
COBRA Portal: Adding a New Hire
COBRA Portal: Adding a Direct Bill Participant
COBRA Portal: Processing a Qualifying Life Event
COBRA Portal: Running a Remittance Report
COBRA Portal: Running a Member Status Report
Completing the COBRA Legacy Spreadsheet
Customized Enrollment Form
CRA Online Enrollment Instructions
FSA Online Enrollment Instructions
FSA Enrollment Video
FSA Enrollment Form
FSA Enrollment Form (Spanish)
HRA Enrollment Form
HSA Enrollment Form
POP Enrollment Form
Online Enrollment Spreadsheet
Takeover Spreadsheet Template
Upload Spreadsheet Instructions
Let us show you how. Learn more about our products and services today.