Review the report descriptions to understand the insights each report offers and when to use them.
Refer to the visual examples/screenshots for guidance on required input fields and selections.
We recommend signing in and following along within your portal as you review this guide to strengthen your self-serve knowledge and improve efficiency.
Note: Each report is available in PDF or Excel format (the images in this guide show portions of the PDF version).
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Offers a detailed overview of all active covered lives under the group benefits plan, supporting administrators in tracking member and dependent details for administrative or audit needs. Helps ensure active plan participation is regularly reviewed and records remain up to date.
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Offers a detailed snapshot of all dependents covered under a group benefits plan, with customizable options to access key member and dependent details. Supports plan management, record-keeping, and audit activities by providing clear visibility into dependent information.
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Summarizes billed amounts and related plan details within a selected date range, helping you track and reconcile billing activity across clients and groups. Supports the review of billing details, verification of charges, and maintenance of accurate financial records.
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Offers a detailed snapshot of members and their benefit coverage as of a selected date, supporting the review and management of plan participation and enrollment. Useful for tracking member and dependent details alongside specific benefit information.
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Provides a summarized breakdown of all active covered lives under the plan, offering a clear view of the member population. Ideal for analyzing plan demographics and understanding the composition of the covered group.
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Summarizes active member enrollment to help you understand participation across plans and family types. Useful for tracking enrollment trends and analyzing overall plan participation.
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Provides a detailed listing of how products and plans are structured within each client. Serves as a helpful reference for understanding the organization and layout of benefits across divisions, subdivisions, and products.
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Offers a detailed summary of the rates and employer contributions associated with each policy, helping you track current pricing and plan details. Useful for reviewing rate structures, validating plan information, and understanding employer cost-sharing.
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Provides detailed information on employee life and disability coverage, supporting the review of plan details and member-specific data. Valuable for validating benefits, reviewing employee coverage, and meeting reporting or audit needs.
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Offers insights into claims utilization and total amounts paid, helping you analyze benefit usage and trends over time. Useful for tracking claims patterns, evaluating plan performance, and identifying utilization trends.
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Summarizes claims activity across selected benefits, helping you assess claim volumes, payments, and reimbursement patterns. Useful for monitoring claims trends, evaluating benefit usage, and supporting plan management.
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Replacing the B73001 – Integrated Health Management Analysis Report, this report offers an overview of health management claims activity and spending, helping you track usage and costs over time. Useful for evaluating program utilization, comparing year-over-year trends, and supporting plan performance reviews.
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Provides a detailed summary of claims activity, breaking down usage and costs by benefit line and claimant type. Helpful for analyzing claims distribution, understanding utilization patterns, and assessing plan-level performance.
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Summarizes income and claims activity for health and dental products across selected policies, helping you track income, claims amounts, and overall plan performance within these lines.
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Provides a high-level summary of claims activity organized by benefit plan, helping plan administrators quickly assess how each plan is being utilized. Useful for reviewing total claims volume, paid amounts, and evaluating benefit usage across the group
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Summarizes drug claims activity, helping you monitor usage, costs, and trends over time. Useful for analyzing claim patterns, tracking spending, and comparing data across periods.
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Summarizes the percentage of total drug claims paid, offering insights into payment trends and overall plan performance. Valuable for evaluating drug claim payments, identifying reimbursement patterns, and comparing results over time.
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Provides a detailed breakdown of drug claims, separating ingredient costs and dispensing fees to give a clearer view of total drug spending. Useful for analyzing cost components, monitoring spending patterns, and comparing data over time.
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Provides a month-by-month summary of drug plan usage, helping you track utilization trends and patterns over time. Helpful for monitoring plan activity, identifying changes in usage, and comparing current data to previous periods.
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Provides a quarterly summary of drug plan usage, helping you assess utilization trends and monitor plan performance over time. Useful for evaluating quarterly utilization, identifying patterns, and comparing data across periods.
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Breaks down drug plan usage by relationship type (e.g., member, spouse, dependent), providing insights into who is using the plan and how. Valuable for analyzing utilization patterns, identifying key drivers of drug claims, and comparing usage trends over time.
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Provides a breakdown of drug claims by therapeutic category, showing the number of transactions across selected classifications. Useful for understanding claim distribution, tracking usage trends, and comparing activity over time.
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Replacing B72003 – Drug Claim Analysis by PTC, this report summarizes drug claim costs by therapeutic category, helping you analyze spending patterns across classifications. Valuable for reviewing cost distribution, identifying key spending areas, and analyzing utilization trends by relationship.
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Provides a detailed breakdown of drugs based on the number of claim transactions, helping you identify the most frequently used medications. Useful for analyzing utilization patterns, tracking high-volume drugs, and understanding trends by relationship type.
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Replacing B72002 – Over the Counter Drug Claims Analysis, this report summarizes over-the-counter (OTC) drug claims by number of transactions, helping you monitor OTC usage across the plan. Useful for analyzing claim patterns, identifying frequently used OTC items, and reviewing trends by relationship type.
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Replacing B72002 – Over the Counter Drug Claims Analysis, this report breaks down over-the-counter (OTC) drug claims by total amount paid, helping you understand spending patterns on OTC items. Useful for analyzing OTC spending, identifying top cost drivers, and reviewing trends by relationship type.
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Provides a detailed breakdown of drug claims based on total amount paid, helping you identify the highest-cost medications across your plan. Useful for tracking cost drivers, analyzing spending trends, and reviewing usage patterns by relationship type.
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Summarizes drug claims by total amount paid, helping you identify top cost drivers and monitor spending patterns. Useful for analyzing overall drug spend, tracking high-cost medications, and reviewing claim trends by relationship type.
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Provides a detailed summary of spending on biologic drugs, helping you monitor high-cost claims and utilization trends within this category. Valuable for analyzing biologic drug spending, identifying key cost drivers, and reviewing claim patterns by relationship type.
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Provides insights into the use of smoking cessation products under the drug plan, helping you track utilization and associated costs. Useful for monitoring the uptake of cessation supports, evaluating program impact, and reviewing trends by relationship type.
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Provides a detailed summary of HSA credits and usage for each plan member, helping you track available balances and spending activity. Useful for monitoring HSA utilization, reviewing balances, and supporting plan administration.
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Provides a detailed summary of PWA credits and usage for each plan member, helping you track wellness account activity and balances. Useful for monitoring PWA utilization, reviewing member balances, and supporting effective plan administration.
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Provides hybrid advisors with a clear summary of their sales activity, including plan types and volumes sold. Useful for tracking personal performance, reviewing sales trends, and identifying growth opportunities within their book of business.
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Summarizes lapsed policies or coverages within a selected period, helping you monitor plan changes and lapses over time.
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Provides advisors with a detailed list of their customers, organized by policy type, helping manage client relationships and monitor key account details. Useful for reviewing the customer base, preparing for renewals, and supporting client outreach.
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