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We provide a monthly reporting package designed to provide the plan consultant and client with a comprehensive overview of monthly and year to date activity and performance of their plans. Over 70 standard and ad-hoc reports are available. Some of the standard reports available include:

  • Enrollment activity and claim processing statistics
  • Claims paid by line of coverage (medical, dental, vision, etc.)
  • Claims paid by location and/or job class
  • Plan operating costs
  • Summary and total plan cost
  • Stop loss reporting
  • Large case summary information
  • Benefit utilization data by type of service
  • Summary of claims paid by gender, age bracket, enrollment tier, and dollar amount.
  • Full financial statements (Trusts)
  • Cash flow statements (Corporate)

Many clients require special reports that are not available "out of the box." A&I can easily accommodate these types of custom requests with our in-house Information Systems staff combined with utilization of open database technologies (Oracle & Microsoft SQL). By having these resources in-house we can provide better service to our clients through faster turnaround time, greater flexibility, and lower costs.

 

 

 
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1220 SW Morrison Street, Suite 300 | Portland, OR 97205 | 503.224.0048 Voice | 503.228.0149 Fax | info@aibpa.com