Alternatives to FundOfficeXG

Compare FundOfficeXG alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to FundOfficeXG in 2026. Compare features, ratings, user reviews, pricing, and more from FundOfficeXG competitors and alternatives in order to make an informed decision for your business.

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    Service Center

    Service Center

    Office Ally

    Service Center by Office Ally is a trusted Revenue Cycle Management and patient payments platform used by more than 80,000 healthcare providers and health services organizations, which process more than 950 million transactions annually. Service Center is a cost-effective solution enabling providers to control their revenue cycle. With a user-friendly interface, Service Center helps providers check and verify patients’ eligibility and benefits, submit, correct, and check the status of their claims online, and receive remittance advice. Accepting standard ANSI formats, data entry and pipe-delimited formats, Service Center helps streamline administrative tasks and create more efficient workflows for providers.
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    MyEnroll360

    MyEnroll360

    Benefit Allocation Systems, LLC.

    Benefit Allocation Systems, LLC (BAS) introduces MyEnroll360, a dynamic SaaS platform transforming HR and benefits management. Seamlessly handle benefits enrollment, administration, compliance, and billing from hire to retirement with our agile cloud-based solution. Enjoy rapid setup, user-friendly navigation, and unwavering support for your success. MyEnroll360 by BAS offers a comprehensive SaaS solution, packaged and a la carte benefit plan enrollment & administration solutions featuring: -Online Benefits Enrollment (New Hire, Life Events, Open Enrollment) -Payroll Integration -Insurance Carrier Integrations -COBRA Compliance -Section 125 Nondiscrimination Testing -FSA Administration -HRA -ACA Compliance/Reporting -Retiree Premium Billing & Communications -Location Premium Billing -Individual Premium Billing -Employee Communications No matter your plan's complexity, our agile software adapts to evolving requirements, backed by hands-on support – Guaranteed!
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    ConnectYourCare

    ConnectYourCare

    ConnectYourCare

    Simplify tax-advantaged benefits and COBRA administration with our flexible program design and dedicated support program. Curb costs while preserving the benefits that workers need with a traditional HSA or our revolutionary HSA On Demand® solution. COBRA Administration Services enable employees to avoid insurance coverage interruption—providing peace of mind. Help employees take a consumer-directed approach to care with Health Care FSAs, Limited Purpose FSAs, and Dependent Care FSAs. Empower employees and their families with corporate Health & Wellness, Adoption, and Education reimbursement programs. Offer an HRA to maximize your control over covered expenses and portability while satisfying employees’ needs. Our Commuter Benefits program allow individuals to set aside pre-tax funds to pay for eligible transit and parking expenses.
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    BRMS

    BRMS

    Benefit and Risk Management Services

    BRMS processes and manages all Medical, Dental, Vision and Retiree claims efficiently and accurately with an impeccable turnaround time. With eligibility transferred from our MyHealthBenefits system nightly, eligibility is completely current. And, with PPO negotiation expertise, we specialize in reducing employer claims costs. From receipt to eligibility to negotiation and payment, we handle the entire claims administration process. Completely centralized, all claims, medical management, PPO network management, and billing is managed in-house, allowing us to provide you with flexible and quick service with a personal touch. For self-insured organizations, BRMS provides an excellent resource to process Medical, Dental and Vision claims efficiently and accurately.
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    Web Benefits Design

    Web Benefits Design

    Web Benefits Design

    Web Benefits Design (WBD) is a leading national employee benefits technology, communication, and administration firm. WBD works with companies of all sizes to develop employee benefit solutions on the cutting edge of technology and value. We provide a one stop solution for employees and Human Resources to manage benefits. Customized benefits website with company logo, colors, images, and branding. The Supersite creates a single access point for enrollment, benefit comparisons, plan documents, forms, contacts, and decision support tools. For an engaging, high impact experience, our interactive decision support tool helps employees calculate future care considerations, annual premium cost, and benefit design to specifically recommend the right plan. WBD offers best in class COBRA and ACA! Our ben-admin platform provides fully integrated eligibility logic with real-time COBRA and ACA data updates and reports. One team. One eligibility source. One solution.
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    The Plan Administrator

    The Plan Administrator

    Benefit Plan Systems

    The Plan Administrator (TPA) is a group enrollment, eligibility maintenance and consolidated billing system. Maintain a central information database with all related client, participant, dependent, coverage and rate data. Consilidate all plans on one billing, report eligibility electronically, on-line enrollment Automatic calculation of rates based on any number of variables, including age, length of service, health risk factors and all others. Use name list or summary billing. Easy import/export using csv, composite or ODBC/SQL. Web-enable with CSPWeb module. Automate all COBRA administration functions, from Notification through Conversion. Full premium accounting features, including automatic handling of advance, partial, retro active payments and NSF checks. Easily relate to any other system using ascii, csv, composite or ODBC/SQL. In use by many of the nation's largest administrators since the start of COBRA, this system has proven value backed by more than 25 years of use.
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    Summit

    Summit

    DataPath

    DataPath Summit is an all-in-one cloud-based benefits administration software designed to help third-party administrators (TPAs) manage and fulfill employer-sponsored benefits within the United States. Secure and scalable, Summit supports the administration of health savings accounts (HSAs), flexible spending accounts (FSAs), transit accounts, health reimbursement accounts (HRAs), and premium billing arrangements including COBRA, CDH, retiree billing, and more.
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    BeneLink

    BeneLink

    Servarus Systems

    Servarus Systems provides several benefits administration services coupled with our Benelink Connect platform. Integrated administrative services allow Human Resource experts to better focus on their “Human Capital” and spend less time on administrative tasks. Communications, Enrollment and in-service through our call center, premium Billing and bill collection, COBRA administration data and information carrier EDI interface setup, management and validation and Dependent verification plan inquiry and issue resolution are all part of the services we offer. For the Broker our benefits administration services and Benelink Connect platform provide an idea competitive advantage solution. We partner with brokers to help them grow their business and retain their clients. Web based electronic enrollment and eligibility management system.
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    myCobraPlan

    myCobraPlan

    myCobraPlan

    myCobraPlan offers the most user-friendly, comprehensive administration solution available. Our system is a fully automated web-based solution with easy access to all your COBRA information. myCobraPlan eliminates the need to fill out paper forms for submitting COBRA-eligible individuals and allows real-time access to all your company’s data. myCobraPlan assures worry-free compliance with all required notifications. Depending on the event, the proper notification will be sent to the qualified beneficiary or new plan member. The compliance of your company’s COBRA benefits is managed by our administrators and automated by our system. myCobraPlan gives you access to all your information anytime, anywhere through our secure, web-based system.
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    Benepass

    Benepass

    Benepass

    Benepass is your benefits partner from start to finish. From benefits design to tax and compliance to employee communication, we are your partner in benefits administration. Benepass consolidates all pre-tax benefits onto our modern mobile app and web platform. Fully customizable benefit plans to support your company's values, while giving your employees the flexibility to choose what's best for them and their families. We aim to be your value-added partner at every step. Simple, customizable policies. Set the rules for contributions, employee eligibility, and benefits coverage. White glove support. Dedicated account manager and shared Slack channel with admins. Optimize your benefits stack based on live engagement data in the admin dashboard. Benepass integrates with your payroll to report imputed income for taxable benefits. Powered by VISA. Instant benefits delivery, anywhere in the world.
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    Maestro Health

    Maestro Health

    Maestro Health

    Meet Maestro Health, a tech-enabled third-party administrator (TPA) for employee health and benefits. We work with employers and their trusted advisors to build health and benefits solutions designed around what matters most—people. With a self-funded health plan, the employer pays for members’ healthcare coverage directly instead of using an insurance carrier. This includes paying claims, defining networks and repricing strategies and taking on the risk of the claims associated with their plan design. Self-funded benefits give employers the power to build health plans around their people’s needs. We design solutions that help lower costs and drive better health outcomes—without slashing benefits. At Maestro Health, we believe that employee health and benefits should be easy. Meet Maestro Health, a tech-enabled third-party administrator (TPA) for employee health and benefits.
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    ASC Defined Contribution / 401(k) System

    ASC Defined Contribution / 401(k) System

    Actuarial Systems Corporation - ASC

    The ASC DC/401(k) administration system is continually updated for all legislative changes. It offers flexible eligibility calculations, an easy data import wizard and comprehensive data checks. It provides for multiple funds and sources, using dollar or share accounting. The ASC full Compliance Testing System is also included. Reports can be generated using the standard reports included with the ASC System, or can be customized using the ASC Reporter, which allows a user to create custom reports. Built in budget solving routines for new comparability, super integrated, age-weighted and sole proprietor/partnership plans. Calculates various employer contributions for 401(k) and other defined contribution plans. Performs extensive employee data validation in one step including ability for custom data validation formulas. Fully updated for all legislative changes.
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    benefitexpress

    benefitexpress

    benefitexpress

    Born from benefits experts, benefitexpress delivers industry leading cloud-based benefits administration software, solutions and services to employers and broker partners. Our fully outsourced solution, My Benefit Express™, simplifies your benefits administration responsibilities and helps employees make informed decisions–enhancing employee engagement and satisfaction. Software and services span a suite of end-to-end solutions including a full-service call center, daily administration, integrated ACA administration, reimbursement account administration, dependent eligibility audits, and total compensation statements. Our commitment to creative problem solving, scalable systems, and full accountability helps assure our clients’ success, including healthcare organizations, major universities and educational institutions, large enterprises, and growing businesses.
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    PlanSource

    PlanSource

    PlanSource

    Automate and simplify every aspect of your benefits program with PlanSource Reach employees with targeted messaging and communication campaigns you can customize by group and automate across email, text, mobile app and more. Consolidated self-billing and invoice reconciliation mean less time auditing and adjusting insurance bills each month and more time. Complete compliance solutions and peace of mind for ACA measurement and reporting, COBRA administration, eligibility requirements, and more. Streamlined workflows and real-time integrations deliver an enrollment experience that’s designed to drive higher engagement and plan participation. Our 100% mobile experience – on our app or online – makes it easy to shop for benefits the same way you shop for anything else. Eliminate manual processes and hours of HR admin work with true end-to-end benefits automation.
    Starting Price: $4 per month
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    BenefitDriven
    BeneSys began by developing software for our industry. Our software, BenefitDriven, was designed and developed in-house using the Microsoft technology stack (.NET with SQL server). BenefitDriven captures a broad spectrum of data elements for both Participants and Employers. This includes demographic or other relevant unique identifying information as well as information related to the reception and allocation of contributions, the proper calculation and daily administration of various benefits (health & welfare, pension, vacation, etc.) as well for on-going communication, accounting, and auditing purposes.
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    Benifex

    Benifex

    Benifex

    Benifex is a global workforce rewards and benefits platform that brings together employee benefits, wellbeing, rewards & recognition, discounts, allowances via a wallet, and mobile access into a single unified hub for every employee. It enables employers to run, manage, and engage employees in benefits programs anywhere in the world by offering “one place, all benefits”, including card-based allowances, global savings on worldwide brands, an AI-powered content assistant, 24/7 multilingual employee support, and real-time analytics on take-up, spend, and engagement. Administrators can automate workflows and manage benefits globally via one intuitive admin console, simplifying tasks from eligibility and enrollment to communications, reporting, and spend governance. It brings benefits, rewards, recognition, and allowances directly to employees on iOS and Android, ensuring remote, desk-based, and hybrid workers all have seamless access.
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    Kota

    Kota

    Kota

    Kota is an all-in-one employee benefits platform that simplifies how businesses design, launch, and manage workplace benefits by unifying health insurance, pension (retirement), life assurance, and flexible benefits under one digital system that integrates directly with existing HR tools and HRIS data to automate enrollment, reporting, payroll reconciliation, and compliance across countries. It centralizes contributions and billing, eliminates disconnected brokers and manual processes, and enables employers to connect their HRIS in minutes so they can set rules, benchmark contributions, and launch compliant benefit schemes much faster than traditional administration, while employees can use the Kota mobile and web app to enroll, adjust contributions, and access their benefits easily. It supports features like automated data synchronization from HR systems, flexible benefits such as allowances via spend cards, a rewards marketplace with partner offers, and embeddable APIs.
    Starting Price: $8.13 per month
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    PX3000

    PX3000

    Penad Pension Services

    PX3000 by Penad is a comprehensive pension administration software platform that delivers a complete administration of all types of benefits and pension plans. Secure, scalable, and equipped with a robust reporting functionality and self-serve access, PX3000 helps financial institutions track and serve individuals or group pension accounts made up of a range of savings types. Penad’s PX3000 solution comes with a host of features such as a dedicated Human Resources Administration (HRMIS) module, retirement plan management, retiree administration, group life and health benefits administration module, and more.
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    Virtual Benefits Administrator (VBA)

    Virtual Benefits Administrator (VBA)

    Virtual Benefits Administrator

    Virtual Benefits Administrator (VBA) is the industry's leading cloud-based benefits administration software solution. With a robust functionality and unlimited flexibility, VBA allows users to build and manage medical, vision, dental, disability, Medicaid, Medicare, Medicare Supplement, care management, long-term care health benefits, health savings accounts (HSAs), flexible spending accounts (FSAs), health reimbursement accounts (HRAs), and COBRA.
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    Benefitbay

    Benefitbay

    Benefitbay

    Benefitbay leverages an all-new benefit option called ICHRA, which allows employers to reimburse employees for individual health plans while maintaining the tax advantages of a group insurance policy. Benefitbay gives employees the purchasing power to buy the best benefits to meet their own specific needs. We’ve zeroed in on the key features of ICHRA and built a platform focused on simplicity, compliance, smooth deployment, savings, and support. Arrange employees into approved classes like location, salaried vs. hourly, and age. Set your budget and assign a strategic contribution for each class. Employees are guided through simple shopping & enrollment. They can select any individual plan available to them in their location, on or off exchange. Advanced Reimbursement Accounts (ARC) are funded for automatic monthly premium payments. Pre-tax payroll deductions are set up for off-exchange plans & all plan documents are created.
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    Collective Health

    Collective Health

    Collective Health

    Collective Health is the first integrated solution that allows self-funded employers to administer plans, control costs, and take care of their people, all in one place. Let us show you how we deliver better benefits with curated programs, connected administration, and smart member experience. From scientists to truck drivers to musicians, we’re proud to serve the happiest clients and members in the health insurance industry. See why leading self-funded employers across the nation choose Collective Health. Are you a broker or consultant working to drive your clients’ healthcare strategy forward? Collective Health simplifies employee healthcare with an integrated technology solution that makes health insurance work for everyone. With nearly a quarter of a million members and over 50 clients, including Driscoll’s, Pinterest, Red Bull, Restoration Hardware (RH), Zendesk, and more, Collective Health is reinventing the healthcare experience for forward-thinking organizations.
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    Oliver Benefits Administration

    Oliver Benefits Administration

    Oliver Benefits Administration Software

    Change the way you administer your benefits and retirement plans. Comprehensive, scalable and affordable. Oliver is a modern benefits administration software that will change the way you administer your benefits and retirement plans. Migrating and managing large amounts of private employee data is a big responsibility. At Oliver we have decades of experience. Our team will ensure the Data Migration process is as painless as possible. Accurately qualifying and determining eligibility for hourly employees can be tough, especially with complex plan provisions. Learn how Oliver’s Hour Bank Product can streamline your workflows. Legacy system modifications can create big headaches for an administrator. However, these changes are often dependent on a single individual. Learn how our configuration strategy supports our Pension Plan Products.
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    TPA Stream

    TPA Stream

    TPA Stream

    TPA Stream automates employee benefits and solves communication challenges across all benefit types, making it simpler, safer, and more cost effective for everyone that helps make employee benefits happen. TPA Stream is an insurtech software company based in Cleveland, OH. We work with health insurance brokers and third-party administrators to help them win business and streamline operations. Our customers tell us they love working with TPA Stream because we are flexible, easy to work with, and constantly developing new and innovative solutions. Win new business, streamline claims processing, and increase employee engagement. Experience easy automation for the employer invoicing process for CDH and COBRA. Automate the process to consume files, transform, and integrate with administrative systems.
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    Paytient

    Paytient

    Paytient

    After eligible members access their Paytient account, they will have instant access to their virtual card, and receive a physical card by mail shortly thereafter. Members use their Paytient card to pay for care, Paytient pays the providers up-front. Members create their preferred payment plan, and payments are processed automatically via payroll deduction or the payment method of their choice. When Paytient is integrated with one of our many payroll partners, each deduction is automatic creating a truly effortless administrative experience. Each payment or deduction is withdrawn automatically. Members can begin to feel better now, and pay for care at a rate that works for their budgets. Naturally when the cost of care increases, health insurance premiums continue to rise.
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    COBRA Administration Manager
    Our software is designed to make COBRA administration easy. Important date notifications, automatic tracking of COBRA qualifiers and dependents, customized letters, over 30 detailed reports, quick coupon creation and more, all with just a few clicks. Whether you are a single company administering COBRA for your employees, or a third party administrator offering benefits service for multiple companies, COBRA administration manager comes in a version to fit your needs. The single company version offers everything you will need to administer COBRA for your own company. The Multi-company version, perfect for TPA's, offers the ability to easily organize and administrate COBRA for up to 9,999 groups. Once employees are entered into the system, the software will track all important events. The things-to-do list will always keep you updated when mandatory action must be taken. Simply double clicking the item in the things-to-do List will launch you into the next step.
    Starting Price: $690 per license
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    Fijoya

    Fijoya

    Fijoya

    Employers choose a monthly stipend and we handle the end-to-end administration from selection to payment (and since you only pay for what is used, unspent funds return to your budget). Employees can shop for personalized health and wellness benefits - from lab tests to pet care, fitness, meditation, egg-freezing, and yoga - with a virtual corporate card. With Fijoya, you gain access to thousands of medical, health, and wellness options in a single app. Our smart recommendation engine curates options tailored to your needs, and our virtual cards eliminate the need for traditional reimbursements.
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    LMS Suite

    LMS Suite

    Street Solutions

    LMS enables efficient trading and management of residential whole loans. You can monitor the entire loan pipeline, handle third-party reviews, and fund/settle loans on a streamlined, automated basis. Sellers can lock and price loans on a flow or bulk basis that fit your product’s eligibility guidelines through our portal. They can upload credit documents and satisfy conditions raised during reviews. Securely upload and store credit documents at a trade, pool, and loan level. Exchange documents with third-party vendors through secure integrations. Direct orders to appropriate diligence vendors based on product & volume. View & resolve third-party reviewer’s results using automated vendor data feeds. Generate funding schedules with amortized balances, calculated interest and fees.
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    Empyrean Benefits Administration Technology Platform
    Gather real-time insights with on-demand and fully configurable solutions with automated processes, built-in eligibility and compliance rules, and an intuitive enrollment experience that supports your employee benefits strategy. Flexible integration capabilities simplify administrative burdens with secure connections to your providers, from payroll and HRIS systems to wellness programs and consumer accounts. Gather real-time insights with on-demand and customized reporting while leveraging advanced analytics to understand and optimize program performance. Your dedicated Client Service Team provides expert configuration, robust testing, best practice solutions, and responsive support for your employees that continuously evolves to meet the demands of your business.
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    FlashPoint

    FlashPoint

    FlashPoint

    FlashPoint manages membership, apprenticeship education, events, documents, out of work list, your website and much more. Membership management, member portal, scheduled payments, events management, comprehensive prospecting tools. Apprenticeship administration, upgrades, OJT, certifications, class management, grading, attendance and more. Remittance management, benefits, pension disbursements, health benefit, disabilities, annuities and 401k accounts. We support membership management, assessments, out-of-work list/referral hall, a full education module for your apprenticeship program, remittance capture and tracking for your fund office and benefits management for things like pensions, healthcare and more.
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    Vital Objects

    Vital Objects

    Computer Workware

    Providing a valuable and easy-to-use solution. Are you a large-scale insurance company? Vital Objects (VO) helps large insurance providers to streamline the administration of traditional and flex-benefit group benefits programs. Explore dynamic and user-friendly features. Vital Objects has all you need to administer benefits effortlessly. Vital Objects billing easily calculates the most complicated calculations. Accurate calculation of retroactive member premium adjustments, including historical rates, plan information, billing history, payroll deductions, tax collection, and taxable benefits. A dynamic scheduler for monthly billings and real-time information updates to streamline billing production and premium collection. Supports custom fields and ad-hoc reporting features, while providing a full audit trail. Flexible member enrolment,benefit plan maintenance, and a self-administration module.
    Starting Price: $7.00/month/user
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    Upwards

    Upwards

    Upwards

    We partner with top companies to solve childcare challenges for the modern workforce, without building onsite centers. Leverage real-time data to identify your organization's childcare-related issues and customize solutions that solve the root causes. Our 24/7 care managers take on the burden of finding care so your team can focus on what's important. Real-time utilization reports guide program insights and optimizations. Customize your care benefits to flex as much as your team does. Bridge the budget gap for families struggling to pay for care with flexible stipends. Customize eligible categories, and set award amounts, and we’ll handle all the administrative work. Build a resilient workforce ready to endure care challenges with minimal impact on productivity. Give your team peace of mind knowing that they’re covered through last-minute care emergencies. Choose from a variety of caregiver types across all 50 states.
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    ForUsAll

    ForUsAll

    ForUsAll

    Our technology, automation, and deep ERISA plan experience add up to a 401(k) that removes work and liability from your plate. Now, that’s a benefit. We automate manual tasks such as contributions, 401(k) loans, eligibility tracking, hardships, and notifications – so your team can focus on your business. Payroll problems are the worst. We run every payroll, for each employee, through 44 unique diagnostic checks to find and resolve issues – before they become issues. Keep track of your plan’s overall health, including audit-readiness, with a comprehensive dashboard that includes all critical plan documents. To keep your plate free of compliance risk, we provide full administrative and investment fiduciary protection (aka 3(16) and 3(38) fiduciary services). Our plan administrator reviews, signs, and submits your form 5500. We carry a $5M professional liability insurance policy for our ERISA fiduciary services.
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    Wells Fargo Business Checking
    Advanced digital solutions1 to help improve efficiency and control your business. Premium benefits to reward your relationship. Earnings allowance to offset eligible service fees. Monthly maintenance fee is $75. Earnings allowance can be used to reduce the cost of eligible banking services. Minimum opening deposit is $25. Provide with required business documents when you apply. Best for seasoned business owners with sophisticated banking needs and high transaction volume, relationship-based benefits. Streamline your complex business needs with tools that help you focus on efficiency. No fee for the first 250 transactions within a billing relationship per statement period; after 250, it's $0.50 per item. Includes up to five linked Optimize Business Checking accounts. Access to treasury management services through Commercial Electronic Office® (CEO®). Earnings allowance to help reduce eligible service fees. No fees for stop payments, cashier's checks, and money orders.
    Starting Price: $75 per month
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    BASIC HCM
    With BASIC HCM you receive access to Advanced HR. A full-featured HRIS solution that offers a unique combination of employee collaboration and traditional workforce management, enabling managers and employees to access and update their information with ease. Employers create unlimited onboarding task lists for new hires which can be monitored on the administrative onboarding dashboard. New hire finishes the onboarding process with ease by completing e-signatures for the electronic W-4 and I-9 Forms, consent documents, and direct deposit elections. Not only does HCM offer a full HRIS for your company, but it also includes seamless ACA functionality that will help your business determine, assess, and report on your employees’ eligibility through its full suite of ACA tools, reports, dashboards, e-filing to IRS, and mailing capabilities.
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    PeopleStrategy

    PeopleStrategy

    PeopleStrategy

    A full-service broker, PeopleStrategy offers expert benefits consulting, intuitive HR software and comprehensive administrative services to provide employers with a single source for the tools and resources to attract, manage and retain talent. PeopleStrategy’s cloud-based HR platform is ideal for companies with 50 to 500 employees, but is designed with flexibility to scale up or down. It features HRIS, Payroll, Benefits Administration, Time, Attendance, Onboarding, Applicant Tracking, Performance, Compensation Planning, Compliance, Reporting & Analytics in a single platform. PeopleStrategy Insurance Services works with employers to develop a long-term, sustainable benefits strategy. Experienced benefits consultants identify the right mix of health plans, wellness programs and non-insured benefits options to the needs of employees and their families.
    Starting Price: $24 per user per month
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    Inovalon Eligibility Verification
    Eligibility Verification Standard streamlines patient access and billing workflows by enabling staff to assign and prioritize patients/residents, payers, and tasks during eligibility verification. This technology goes beyond basic eligibility needs, providing a dashboard to confirm, manage, and store every inquiry. Speed up eligibility verification processes with automated enrichment of incomplete or incorrectly formatted transactions from the payer. Perform multiple eligibility inquiries at once with batch file uploads that verify Medicaid, Medicare, and commercial coverage quickly and efficiently. Easily assign tasks to team members, apply follow-up flags, and create eligibility documentation for future reference. Manage patients between batches and resolve issues with just a few clicks. Save time and ensure coverage accuracy with one cloud-based, all-payer health insurance eligibility verification software that empowers staff to manage benefit inquiries however, works best for them.
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    Aktivate

    Aktivate

    Aktivate

    Youth sports today is a massive, multibillion-dollar industry. It’s also primed for the modern digital experience. Aktivate was founded with a mission to transform how scholastic sports are managed, funded, and run in America’s K-12 schools. Leveraging technology that has typically only existed at the collegiate and professional levels, we’ve developed a state-of-the-art platform that benefits everyone, on, off, and around the field. Aktivate is a scholastic sports management solution that streamlines the process of athlete registration for students, parents, coaches and school administrators. From signing documents online to creating team rosters and tracking eligibility, Aktivate provides a one-stop solution that drives operational efficiency. Best-in-class communication tools for schools and families. Aktivate is built by sports administrators, technologists and educators focused on making scholastic sports management better connected and more efficient.
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    EAS Expense Allocation System
    Get al­lo­ca­tions right, every time. Au­to­mat­i­cally cal­cu­late and ap­ply shar­ing per­cent­ages only to funds el­i­gi­ble to take an ex­pense. Con­sol­i­date ac­counts payable firmwide and en­joy easy ac­cess to pre­cise ex­pense re­port­ing. Get al­lo­ca­tions right, every time. Au­to­mat­i­cally cal­cu­late and ap­ply shar­ing per­cent­ages only to funds el­i­gi­ble to take an ex­pense. Con­sol­i­date ac­counts payable firmwide and en­joy easy ac­cess to pre­cise ex­pense re­port­ing. Pre­vent mis­al­lo­ca­tion penal­ties. Use EAS to au­to­mate al­lo­ca­tion pol­icy and en­sure ex­penses are al­ways al­lo­cated ac­cord­ing to fund agree­ments and dis­clo­sures. The manual process for allocating expenses across funds is notoriously convoluted and opaque. Complicated Excel-based allocations often contain hidden mistakes due to a lack of controls. Allocation mistakes put asset managers at risk for reimbursement delays or misallocations.
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    ThrivePass Benefits Suite
    Support employees at your organization from their first day to their last. Onboarding, engaging, transitioning—wherever your employees are in their journey, the ThrivePass benefits suite is here to support them. Use the whole benefits suite or just the products you need. Give employees the education and support they need to select the right plans. Manage everything from eligibility and enrollment, status changes and reporting all in one place. Employees receive all the information they need to choose the benefits that best suit their needs. A lifestyle spending account for employees to use on our marketplace or request reimbursement. HRA, HSA, FSA, Dependent Care, commuter benefits—whatever the plan type, employees can access pre-tax smart accounts in the ThrivePass web or mobile app. Aid employees in their transition out of your organization by helping them choose benefits that fit their life circumstances.
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    KinderTrack

    KinderTrack

    Controltec

    KinderTrack is program management software that streamlines all components of case work—including eligibility determination, provider payments, attendance tracking, reporting, and more. If your agency provides services to subsidized families, KinderTrack is the solution for you. KinderTrack is all about tracking—and that’s not just limited to childcare attendance tracking. Every change made in the system is recorded in history tables, along with a date and timestamp, the user who made the change, and the reason why the change was made, providing administrators with a complete audit trail. KinderTrack supports an unlimited number of families, programs, and providers. In addition to automatically determining eligibility for multiple programs and calculating parent income information, the system makes it easy to record and review family and child case notes. KinderTrack offers numerous options for efficiently entering childcare attendance.
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    SpyGlass

    SpyGlass

    Beacon Technologies

    SpyGlass, our enterprise-class health claims management software, offers a powerful, flexible solution for precise and timely claims processing. SpyGlass makes benefit and plan setup remarkably straightforward. BenefitDriven, fully-integrated with SpyGlass, delivers eligibility, contribution accounting, and pension management to the Taft-Hartley industry with the full range of data and processes for Participants and Employers. HIPAA Director, our all-in-one EDI gateway & scheduler, works as a hub by allowing you to directly connect with vendor partners to help avoid transaction costs, manage batch transfers, and automate transfers. SpyGlass provides a deep, landscape view of your population, with the ability to easily drill down to the higher resolution details. Hundreds of unique reports, fully customizable dashboards, and total control over your system are at your fingertips.
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    COBRA OnQue

    COBRA OnQue

    OnQue Technologies

    COBRA OnQue makes your COBRA administration experience simple and complete. This amazing software puts the power in your hands—it empowers you to maintain control of the COBRA administration process and the costs associated with it. And it guides even inexperienced administrators through the COBRA maze with ease and in minimal time. COBRA OnQue's power extends far beyond the simple COBRA record-keeping features offered by other products – it frees you and your staff from the challenge of acquiring and maintaining expertise in COBRA law because it guides, teaches and advises, every step of the way. Far less expensive than third party administrators, and even easier and more efficient to use. Highly cost-effective when compared to time-consuming manual administration and on-going COBRA training expenses.
    Starting Price: $439.00/year
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    Tuition Manager
    Manage your company's tuition assistance & student loan repayment benefits with our easy-to-use, flexible, web-based software. Online management of even the most complex tuition reimbursement programs. Complete with web-based applications, dynamic workflows, powerful reporting & administration, access to our extended partner network, and enrollment & marketing services; TuitionManager has it all. Effortless administration of your student loan contribution benefit to help you attract and retain talent. TuitionManager is part of Wiley's family of enterprise solutions. Expand your tuition assistance services with the Wiley Beyond Employee Support Services (ESS) Department. Our advisors and success coaches provide employees with dedicated support to ensure their success both professionally and academically by mentoring them from enrollment to graduation.
    Starting Price: $350 per month
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    Garner

    Garner

    Garner

    Garner delivers a data-driven platform that enables individuals, employers, and health plans to identify top-performing medical providers by leveraging one of the largest claims databases in the U.S., over 60 billion records covering more than 320 million patients. It uses more than 500 specialty-specific quality and efficiency metrics to analyze provider performance and diagnose outcomes, and a verified directory powered by AI that achieves approximately 92% accuracy for provider phone, address, and appointment-availability information. Providers flagged as “Top Providers” meet rigorous criteria, including evidence-based treatment, minimized unnecessary procedures, and efficient cost structures. Members can use a mobile app and concierge service to locate in-network Top Providers with available appointments, and when eligible, have certain out-of-pocket costs reimbursed for services rendered by these providers.
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    Practice Mate

    Practice Mate

    Office Ally

    Practice Mate by Office Ally is a comprehensive practice management solution used by over 25,000 healthcare organizations. It simplifies revenue cycle management and assists in HIPAA-compliant recordkeeping for new and existing practices. Its user-friendly interface offers easy billing management that checks eligibility and benefits and manages claim submission and tracking. Its seamless integration with other Office Ally solutions provides additional functionality such as patient intake, reminders, e-prescriptions, and more. With no cost, commitment, or implementation, you can get started today to help reduce unnecessary administrative tasks, enhance provider job satisfaction, and improve the overall patient experience.
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    Union Fusion

    Union Fusion

    Union Fusion

    Union Fusion manages local dues, apprenticeship data for jatc's, remittance, benefits management and much more. Dues collection, member portal, scheduled payments, dues checkoff, events management, comprehensive contact management. Apprenticeship administration, upgrades, ojt, certifications, class management, grading, attendance and more. Remittance management, benefits, pension disbursements, health benefit, disabilities, annuities and 401k accounts. We have fully integrated a payment platform so that you can process dues one time in our application and the process is complete. Allow your members to go online and pay their own dues or schedule a payment at the end of each month. We also support integrated communication using Amazon simple email and Twilio text messaging and robo calls.
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    ImagineMedMC

    ImagineMedMC

    Imagine Software

    Manage your members' healthcare and networks with a cloud-based healthcare delivery system. Automate claims processing for managed care organizations. Includes eligibility, referral and authorization processing, provider contracting, benefit administration, auto claims adjudication, capitation (PCP and Specialty), EOB/EFT check processing, and EDI transfers and reporting. Deploy as a cloud solution or an in-house system. Ideal for managed care organizations (MCOs), independent physician organizations (IPAs), third-party administrators (TPAs), preferred provider organizations (PPOs), and self-insured groups. Streamline the complexities of administrating eligibility, referral authorization and claims processing. Features and functions maximize data integrity while reducing data entry.
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    Anagram

    Anagram

    Anagram

    Anagram Prosper puts money back in the hands of your patients — at no cost to your practice. Increase your margins, delight your patients, and forget courtesy discounts. We partnered with the best vendors to develop wholesale price lists that better align with the needs of you and your patients. Provide rebates on the same products you already stock. Incentivize your patients, drive more conversions, and collect more revenue. With Anagram Prosper, you can save patients money without offering discounts or lowering your margins. Use our rebate program to drive more sales and make your patients happy. Most patients don’t know about their out-of-network benefits. Anagram Access can pull real-time vision plan eligibility to maximize savings for your patients. With Anagram Access, you can quickly calculate how much your patient owes and how much their vision plan reimburses.
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    Congruent CORE Platform

    Congruent CORE Platform

    Congruent Solutions

    Congruent's CORE suite of solutions are cloud-based self-servicing platform that helps retirement plan providers and TPAs to manage, administer, and maintain plans effectively. With industry-leading capabilities and technology, our platform will ensure that the plan provider stays ahead of the game. Contact us to know more about our products. Understanding whether or not participants are eligible to enroll in your plan is complex and requires analysis of data across types, kinds and locations. That’s where the CORE Eligibility & Enrollment Solution comes in. With over a decade of experience in the US retirement planning industry, Congruent Solutions is well placed to deliver great and targeted solutions that work. Analyze multiple data types submitted and stored in different formats and locations using a single platform.
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    PeopleKeep

    PeopleKeep

    PeopleKeep

    PeopleKeep offers health reimbursement arrangement (HRA) and employee stipend administration software that allows organizations to create individualized benefits packages to improve employee engagement and strengthen workplace culture. Employees increasingly expect more customized and diverse benefits from today’s employers. In order to recruit and retain top talent, employers need to incorporate more flexibility and inclusivity into their benefits packages. With PeopleKeep, employers can develop a personalized benefit plan that increases employee satisfaction, reduces administration tasks, and serves as an essential tool in retention and recruitment.