HRA benefits are uniquely designed by your for your client
- Product is agency and agent branded
- HRA is complete with all required compliance documents
- Product includes a compliance, self-administration guide
- To be used without a TPA, self-administered
- Product can be delivered within minutes of submission
- All documents are IRS & DOL compliant
- Increases employee benefit satisfaction
- Delivered with a self-administered compliance guide
- Simple to create
- Enter client data on a 1-page data form
- Product populated all documents and forms with client info
- Product populates and brands all documents to you
- After submitted, product immediately emails 7 files to you that you are ready to deliver to your client
- A self-administration guide is sent for you to enter your clients participating employees and dependents to track reimbursements
- Self-administration is driven from Insurance company EOB's
- Most Agents bill their clients for this service, one-time document set-up fee
HRA Custom Documents Included
- All documents are client identified, agency branded
- Summary Plan Description
- Administration Plan Description
- Self-Administration/Compliance Manual
- Corporate Resolution
- Amendment Request
- Claim Form
- Simple Self-Administration Reimbursement Tracking Program
Value to Agents
Agents/Brokers don't buy our products for the software itself. They buy for the benefit provided, the step-by-step solution to a sales problem. They buy for the reassurance that we've covered all the bases: that your job is done right, that you will be recognized as the most recognized as the most knowledgeable advisor when you recommend benefit solutions to your prospects and clients.