More Features of iBenefits

• Sep 2021
• Sarah Kim

While iBenefits produce billings with the most complex group benefits plan design, it is not just a billing system. It allows administrators to do much more through a variety of modules. We hear our clients' needs and produce new features for their business growth. Here are some advanced features of iBenefits!

E-Signature

eSignature is a paperless, secure and user-friendly way for plan members to sign forms electronically

This will reduce burdensome work of administrators to go back and forth, trying to get a physical form signed by members.

Financial Dashboard

iBenefits Financial Dashboard is a module that provides financial summary information, for the entire book of business or by client.

Revenue and member counts can be displayed as totals or by benefit.

Accounting

Keeps track of billings and payments

Pre-authorized payment functionality that creates EFT files that can be customized based on provider layouts.

Case Management

Client Relation Management(CRM) tool

Add/access inquiries on Client,Location,Class and Member Level

Files can be uploaded and attached to an inquiry

Statistics report and interaction report available

The end-user can define Subjects and Statuese for Inquiries

If you want to learn more about iBenefits, please contact us.