Build Trust with Clean, On-Time Reports
With standardized reports built for brokers and general agents to share with clients, your monthly deliverables become consistent, professional, and on time. Just update claims and enrollment each month—Sir does the rest.
Reporting Automation
No longer will you waste valuable hours taking raw financial numbers, placing this data into a spreadsheet and creating formulas in an attempt to model the financial aspects of your healthplan. Our reporting automation takes into consideration all plan costs and automates all of your reporting.
With this free time consultants find they have time to do their most valuable job – evaluate the data and build strategies.
Stop spending countless hours working with spreadsheets in an attempt to model the financials of your health plan. Our reporting suite takes into consideration all plan costs automating the whole process and giving you more time to build strategies that win.
Trigger diagnosis reporting and data exports are optimized to give you everything you need to obtain quotes at renewal.
Financial Reports
Impress your clients with budget reporting, reinsurance reporting, large claim analysis, pharmacy analysis, network analysis and much more. Consultants will also find our consolidated client package reports particularly helpful for quarterly and renewal meetings.
Leverage all data on the platform to compare in detail how costs have trended during each historical plan year.
Actuarial Reports
Renewal projections and IBNR reserve calculations will be ready, on-demand for whenever you need them. The platform uses customizable midpoint to midpoint underwriting analysis to mirror that of what the actual underwriter will use when they calculate your renewal.
Further adjust renewal projections with estimated fixed cost renewals, adjustments for non-recurring claims and more.
