Flexible Automation: Configure each client's access level based on your preferred workflow. In fully-automated mode, clients handle data entry, notification distribution, and payment tracking through their secure portal, minimizing your administrative workload. Alternatively, maintain greater control by managing these processes yourself while leveraging our system's comprehensive tracking and notification features.

Secure Online Portal: Manage COBRA administration from anywhere with our cloud-based platform. Clients can access their dedicated portal to enter information, generate reports, monitor participant payments, and review all communications. COBRA participants receive their own portal to track coverage details and payment history, with upcoming support for direct online premium payments that deposit directly to your account.

Automated Notifications: Generate compliant COBRA notifications in minutes. Our system can email letters directly to clients with clear instructions or prepare them for printing and mailing by your team. All communications are automatically archived in each participant's Digital File Cabinet for compliance documentation. Available notifications include:

Streamlined Administration: Our intuitive dashboard presents a prioritized "Things-to-do" list that clearly outlines all required actions, such as updating renewal rates, processing dependent aging-out, or handling Medicare entitlements. This task-oriented approach ensures nothing falls through the cracks in your COBRA administration process.

Automated Reporting: On the 3rd of each month, our system automatically generates comprehensive reports detailing the previous month's COBRA activity and emails them directly to your clients—no manual intervention required.

Integrated Billing: Streamline your revenue collection with our built-in client billing system. Generate and email invoices automatically on the 5th of each month. With optional Authorize.net integration, you can process client credit card payments automatically, ensuring consistent cash flow without manual processing.