Administration Services

Some of the biggest names in the insurance industry, including 800 financial institutions, 70 affinity groups, 60 insurance carriers, and more than 2,100 employers, choose us to help them work more efficiently, reduce costs, and be more responsive to their customers, employees, and members.

The 1.5 million customers we touch annually enjoy a personal experience during enrollment, billing, claims, customer service, marketing programs, and more.

Administrative Services

  • Automated enrollment
  • Imaging/workflow/bar coding
  • Automated certificate issue/fulfillment
  • Electronic fulfillment
  • Policy administration/history
  • Automated payment processing
  • Emphasis on quality and client flexibility
  • Service standards
  • 91% customer retention
  • Multiple billing methods
  • Flexible client contracts


One person handing paper forms to another.

Our Tech Powers Your Growth

Our effective and efficient administrative systems and processes help clients succeed. Our management of life and accident insurance programs uses the most secure, stable and flexible technology available, which has supported our growth since the inception of the firm. Our system integrity is dictated by the standards of our largest partners.

  • Offsite hosting, multiple firewalls, and routine network intrusion-detection help us pass annual SSAE 16 SOC1 audits with flying colors.
  • Appropriate controls are in place for data storage, appropriate equipment use, and incident response.
  • Flexible, yet powerful billing systems reduce errors and refunds.

While size and need vary from association to association, our administrative systems, multilingual customer contact center, and client management teams are scalable to provide our clients with tailored administrative services. Our primary administration system processes multiple lines of business from multiple insurance carriers to enable an infrastructure that leverages technology and maximizes efficiencies in flexibility, data security, and scalability. Great underlying technology allows our clients to offer their members the highest quality benefits, from the strongest carriers, with seamless service.

Learn more about how your company can recoup revenue by downloading this PDF!

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