William

William

Certifi
+
+

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About

Automate and simplify every aspect of your benefits program with PlanSource Reach employees with targeted messaging and communication campaigns you can customize by group and automate across email, text, mobile app and more. Consolidated self-billing and invoice reconciliation mean less time auditing and adjusting insurance bills each month and more time. Complete compliance solutions and peace of mind for ACA measurement and reporting, COBRA administration, eligibility requirements, and more. Streamlined workflows and real-time integrations deliver an enrollment experience that’s designed to drive higher engagement and plan participation. Our 100% mobile experience – on our app or online – makes it easy to shop for benefits the same way you shop for anything else. Eliminate manual processes and hours of HR admin work with true end-to-end benefits automation.

About

Certifi's William is an intelligent automated premium billing and payments platform that performs all the functions of membership accounting, payment management, collections, and remittance for digital benefits-based billing. William enables 100% electronic billing transactions in complex billing scenarios, including payer-sponsored marketplaces for group and individual populations, as well as unique populations like Medicare Advantage and Medicaid. As a true enterprise-class accounting system, William offers GAAP-compliant reporting with clear audit trails for general ledger management. All customer-facing bills, reports, portals, and tools are branded to be consistent with your organization's brand. The platform delivers rules-based delinquency and termination communications, from notification to policy suspension and termination. Consumers and employers can set up individual or recurring payments using their preferred payment methods.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Companies searching for a solution to automate and simplify every aspect of their benefits program

Audience

Health insurance providers looking for a solution to automate and streamline their premium billing and payment processes

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$4 per month
Free Version Not Supported
Free Trial Supported

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Supported

Company Information

PlanSource
Founded: 2008
United States
www.plansource.com

Company Information

Certifi
Founded: 2006
United States
www.certifi.com/services-2/

Alternatives

Alternatives

The Plan Administrator

The Plan Administrator

Benefit Plan Systems

Categories

Categories

Insurance Billing Supported

Benefits Administration Features

Claims Management Not Supported
COBRA Administration Supported
Deduction Management Not Supported
Disability Insurance Administration Not Supported
Employee Benefits Administration Supported
Flexible Spending Accounts Not Supported
FMLA Administration Not Supported
For Brokers Supported
For Employers Supported
FSA Administration Supported
Health Insurance Administration Supported
HIPAA Compliant Supported
Life Insurance Administration Supported
Online Benefits Enrollment Supported
Premium Billing Not Supported
Provider Management Not Supported
Retiree Administration Not Supported
Retirement Plan Management Not Supported

Integrations

ADP Celergo Supported
ADP DataCloud Supported
ADP Enterprise HR Supported
ADP Global Payroll Supported
ADP Learning Management Supported
ADP Mobile Solutions Supported
ADP Next Gen HCM Supported
ADP Onboarding Supported
ADP StandOut Supported
ADP Streamline Supported
ADP Succession Management Supported
ADP Total Absence Management Supported
ADP Workforce Now On the Go Supported
BambooHR Supported
SAP Store Supported
Wisely by ADP Supported

Integrations

ADP Celergo Not Supported
ADP DataCloud Not Supported
ADP Enterprise HR Not Supported
ADP Global Payroll Not Supported
ADP Learning Management Not Supported
ADP Mobile Solutions Not Supported
ADP Next Gen HCM Not Supported
ADP Onboarding Not Supported
ADP StandOut Not Supported
ADP Streamline Not Supported
ADP Succession Management Not Supported
ADP Total Absence Management Not Supported
ADP Workforce Now On the Go Not Supported
BambooHR Not Supported
SAP Store Not Supported
Wisely by ADP Not Supported
Claim PlanSource and update features and information
Claim PlanSource and update features and information
Claim William and update features and information
Claim William and update features and information