Allows access to information at any Point-in-time:
You can define Unlimited Benefit Categories and Plan Options within each Benefit Category.
The User Access module allows the Administrator to control the types of User who have access, and the actions they can perform.
Access Profiles allows the Administrator to create common access permission which can be assigned to Administrators, Brokers and Employers.
Depending on the type of access granted, users can perform various tasks:
They can perform the following:
These changes can be placed into Pending Awaiting Verification by the Administrator (or Broker or Employer if they have been granted access).
They can perform the same tasks as an Administrator, freeing your team to focus on Customer Service.
Tracks all communication between Administrator and Member:
You can setup schedules for various tasks to be performed automatically, freeing your team to focus on Customer Service.
Allows elections to be entered before the Member’s eligibility date. Once they are eligible, they are automatically enrolled.
With our Template based design, Administrators can setup a new Carrier Interface in minutes without any programming.
Eligibility processes may be run as needed, and the files are retained and can be accessed later.
User Defined Import and Export Layouts make it easy to share data between platforms. Brokers and Employers can create their own layouts to meet their specific needs.
CaptainBenefits Point-in-time design allows data to be exported at any point in time. Want to compare this year’s enrollment to last years?
Single Sign-On allows Employee’s to transfer from your HR Portal (or another portal) directly into the Member Portal without having to login.