Benefit Reports

Benefit's powerful reporting tools gives you easy access to your data. Many reports can be scheduled to run automatically and can be emailed into your inbox. You may also customize many reports to include various companies and employees and specify time constraints. Reports can also be generated in multiple formats such as Adobe® PDF and Microsoft® Excel.

Client Reports

Census
Census/Demographic Changes
Activities
Expenses
PHI Tracking
Census Export
Payroll Deduction

Employee Reports

Activities
Attendance
Expenses
Documents
State Licenses
Continuing Education Requirements
Carrier Appointments

Plan Reports

Plan Census
Benefits Summary
Premium Reconciliation
Enrollment Changes
Enrollment Progress
COBRA Information
Alerts & Notifications
Plan Comparison

Download Examples of Reports

Census Report

Census/Demographic Change Report

Activity Report

Expense Report

Payroll Deduction Report

Plan Census / Enrollment Detail Report

Benefit Summary Report

Premium Reconciliation Report

Enrollment Change Report

COBRA Information Report

Alert & Notification Report

Plan Comparison Report

Carrier Underwriting Report

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