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.

Gain the Freedom to Spend Your Time on What Truly Matters

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.

Track contract-level metrics
Show paid claims and plan costs
Auto-export, white-labeled formats
Schedule delivery monthly