Sample TPA Reports

Billing Report
This report is the monthly invoice for your group Insurance Plan. It is structured to have 3 levels if totalling Group, Division, and Unit. Employees can be separated into these levels for cost centre or plant location purposes.

Additionally employee can be assigned and employee class of your choosing, for payroll or other administrative reasons. Benefit classes are assigned to employees to designate which benefits they have. These classes are independent of the division Unit, Employee class designations. There is no need to re-structure you invoice to change an employees benefit level.

Different premium rates can be automatically allocated based on age, sex, smoker status, salary ranges, and volume of benefit. Again these is no need to move employees form one section to another of your billing to accommodate volume or premium calculations.

Wallet Card
This document provides a summary of an employees’ benefits. It is customizable for your individual company needs.

Insurance Payable Report
This report details what moneys must be sent to each Insurance company providing benefits to your plan. The order and grouping of this report is completely independent of the order of your month invoice billing.