Client Reporting is an on-demand solution that provides full access to group performance - including billing, claims, enrollment, and utilization for both plan and network. Available to your Brokers, Employers, and Sales team as a stand-alone web application or easily embedded within your website, Client Reporting provides self-service access to the information you and your customers want most.

Broker & Employment Insights

  • Paid claims increasing/decreasing over time
  • Utilization of service class compared to book of business
  • Where claims are coming from in the US
  • Enrollment changes over time
  • Invoice/Billing issues (retroactivity)
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* Quickly filter data by client group or subgroups for a reporting period you choose.

Swift data downloads provide Brokers with direct access to domain-specific data sets for customized analysis and presentation. Data sets include:

  • Claims and Billing
  • Enrollment
  • Service and Network Utilization
  • Plan Usage

Client Reporting also provides a variety of reports that can be viewed or printed, such as:

  • Claims and billing history
  • Lag (incurred but not reported)
  • Group Utilization Experience
  • Paid services by treatment and network
  • Enrollment by family composition, tiers, and geography

Report Examples

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View Claims and Billing details, with the ability to drill into detailed information around costs and services rendered.

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Track and monitor Enrollment by family composition, geographic areas, and more!

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Visualize percent of members going in/out of network over time.

From Our Clients

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Schedule a call with one of our Technology Consultants to learn more