If you answered yes to any of these, this webinar is for you.
For Rocky Mountain Reserve, Employer Invoicing has fueled their growth by improving operational efficiency and generating more revenue through added sales.
Jacob Sheridan, CEO and Co-Founder
TPA Stream
Jacob has over a decade of experience building, selling and managing entrepreneurial businesses and software. Focusing most of his time in healthcare, Jacob has developed a keen understanding how technology can make healthcare easier for individuals, employers, brokers and third party administrators.
Brad Warnick, CFO
Rocky Mountain Reserve
Brad is a member of the 2009 founding team of Rocky Mountain Reserve with 25 years of flexible benefits and COBRA Third Party Administration experience. He has a CFCI certification from the Employers Council on Flexible Compensation.
How Employer Invoicing Works
TPA Stream’s Employer Invoicing platform allows you to manage complex recurring fees with a single automated process. Preview your summary and details on the invoice quickly and easily, and automate commission reports with every line item detail in a matter of minutes.
Easily integrate with WEX Health, Alegeus, and Datapath and leading accounting software including QuickBooks® Online and QuickBooks® Desktop to streamline processes and save valuable time.
- Automatically apply participant counts
- Flexibility for any recurring fee you can dream up
- Intelligent adjustments to capture more revenue
- Self-servicing employer and broker portals
- Invoice tracking and reminders
- NACHA automation available
What our clients have to say about Employer Invoicing
"It's been a better experience for our clients because they can access the information they need without needing to contact us. We now have a lot fewer resources allocated to these communications and can apply those resources to other priorities." Brad Warnick, CFO | Rocky Mountain Reserve
“If we didn’t make the switch to Employer Invoicing, there’s no way we could extend our product portfolio like we can today because of the invoicing platform and flexibility offered by TPA Stream.” Chris Cote, Executive Director | London Health Administrators
"We have clients who want things very customized for them in every way across the board, and invoicing is no different. We can now produce 30 different ways of invoicing without creating 30 different processes. It’s a 30 minute process to produce 30 different things, whereas before that it would’ve been a 5 day long thing." Mary Catherine Tompkins, VP Finance | Admin America
"In the past, my team had to spend so much time generating invoices and getting them out in a timely manner. We’re now focused more on the accounts receivable side, following up with clients and getting money back to OCA faster." Ross Honig, President | OCA
At TPA Stream, we're enthusiastic about helping our clients grow.
For years, our experts have helped Benefits TPAs across the country receive the tools, resources, and guidance they need improve effectiveness and win more business.
When you work with us, you're not just buying software - you're gaining a business partner. Learn more about our solutions for TPAs or book a demo.
