Invoicing Made Simple
Managing your invoices has never been easier. Our platform provides a clear, organized view of all your billing details, helping you stay on top of your monthly costs with confidence and ease. Plus, with automated updates and secure, 24/7 access, you can manage your benefits billing seamlessly from anywhere
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Stay Informed and In Control
View and download your monthly invoices effortlessly through the admin, advisor and member-pay portals. Whether you need a high-level summary or a detailed breakdown by division, everything you need is at your fingertips.
Account Invoices
Automatically generated each month and segmented by division for accuracy and transparency.
Member Invoices
Simple, clear invoicing for members who pay their own premiums, with seamless integration into account-level reporting
Live Invoice Previews
Take the guesswork out of billing with the Current Allocation—a live preview of your upcoming invoice that automatically adjusts in real-time to reflect coverage or billing changes. Available for account invoices across Admin and Advisor portals, this feature helps you stay ahead of the curve and avoid surprises, all from within your portal.
Smart Invoicing, Better Insights
Real-Time Invoice Previews
Get ahead of billing with the Current Allocation—a live preview of your next invoice that updates automatically with any coverage or billing changes. No surprises, just full transparency.
Easy Access & Downloads
View and download invoices anytime in the Admin, Advisor, and Member portals. Export files as CSV or PDF for seamless record-keeping and reporting.
Simplified Billing Management
Invoices are auto-generated each month, ensuring accuracy and efficiency. Track charges by division or individual members—all in one intuitive platform.