Group Administration
Your TPA team is constantly caught in the storm of adding new groups and administering the complexities that their plan designs bring. Many Canadian Benefit Administrators perform group onboarding and renewals unsuccessfully as they are unable to effectively handle rate and coverage changes without exhaustive effort. Our software helps the TPA to bring order to chaos – we offer a bilingual benefit management solution to easily manage your benefit programs and drive administration efficiencies.
• Easily set-up group plans with unlimited benefit types, classes and rates
• Effortlessly enroll members, add/terminate benefits or update salaries en masse
• Comprehensive renewal functionality allows for rapid rate, benefit and class updates
• Automatic premium-adjustment calculations generated by retro-renewal actions
• Advanced document management storing various documents at group and division layers
Member Administration
FlexTPA makes Self-Administration for group clients and plan members possible and group benefit administration in general much easier. It facilitates access to authorized information and functionality as determined by the TPA’s system administrator. This is all achievable by integrating advanced user management, audit capabilities, intelligent wizard-driven life-event changes, enforcement of builtin pre-defined rules and a central innovative Dashboard that informs and manages collaboration amongst all types of users.
• Everyone from TPAs, plan admins and members can now be authorized to perform new enrolments and life-event changes
• Mass enrolment capabilities and wizard-driven, multi-step member enrolment with intelligent rules-based benefit selection
• Automatic retro-adjustments are calculated for new enrollment and member changes
• Detection of underwriting rule violations with generation of notifications and placement of user action in pending status.
• Dashboard offering access to notifications, quick search and other key data
• Access forms for member enrolment and changes tailored to group benefits plan
Security and Audit
FlexTPA provides a sophisticated security layer that permits the TPA System Administrator to customize access to all information and functions. Each user can be assigned to one of any number of roles, restricting access to modules, functions and views. Management can rest assured knowing that FlexTPA's Audit Mechanism tracks all the pertinent details of any member changes that includes date/time, responsible user, change type and all affected data.
• Multiple roles can be defined based on user type, organization and skill level
• System permissions can be as open or restrictive as required
• Mass password generation and management for member access
• Extensive audit tracking – who, what and when for each addition or modification
• On-line audit log available to authorized users at all system levels
Financial Management
FlexTPA encourages sound financial processes throughout the organization, handling everything from Automatic Benefit Billing, right through to Carrier Remittances and Broker Commissions. Advanced reporting and analytics are offered to understand your business – eliminating the need to guess your potential costs and profitability.
• Generate Customized Monthly Billing Statements Automatically
• Notify all group clients via e-mail to obtain billing statements by login into system
• Analyze Variations between your Monthly Billings
• Provide Carriers and Brokers with Information on their Benefit Net Premiums and Commissions
• Easily Review Benefit Plan design and Rate Setup
• Determine Gross Profitability by Group, Plan, Carrier and Benefit
Data Integration
FlexTPA allows exchange of data with your various partners, such as Group Clients, Carriers and Claim Payers. Streamline financial processes by generating financial accounting information for accounting systems. With a multitude of options available, FlexTPA is open and ready to facilitate all data exchange requirements that are critical to TPA’s success.
• Provide Plan Member Addition and Eligibility Changes
• Generate Financial Accounts Receivable and Information
• Generate Carrier Net Premium Information
• Import Members with Mass Enrolment Functionality
