Streamline Subscriptions
Starts at
$99.39 / mo
$33.13/user per month
Monthly recurring for 3 Seats/$99.39 per month + One Time Implementation Fee
Unlimited companies
Cross comparison of data sets between (2) excel files in xls, csv, or xlsx format
Ability to compare data sets across multiple worksheets within one workbook (xls or xlsx format)
Comparison tracking notes
Ability to merge data sets between two files
Custom data point mapping
Computation function for numeric values
Quickly identifying data point discrepancies and missing information
Export of discrepancies into various output file(s)
Data point and export file templates
Discrepancy classification
Audit and Verifier communication tracking and email notifications
Email Help notification
Guardian invoice conversion to importable format (EN Users)
Online Support Resources
Email Support (Calls scheduled as needed)
Starts at
$339 / mo
$22.60/user per month*
Monthly recurring for 15 Seats/$339 per month + One Time Implementation Fee
*Includes All Streamline Data Features, PLUS:
Carrier and Plan tracking features to include renewal month, carrier contact details, eligibility management types, and additional notes
Account management assignment feature
Connected partner invitation
Ben Admin Renewal Kick off workflow
- Collecting Plan Information
- Upload of Renewal Documentation
Email notifications and communication
Manual eligibility management workflow tracking
Error Report workflow tracking
Carrier and Plans Report
Renewal tracking reports
Eligibility Management Tracking reports
Coming Soon
$
/user per month
This module will be designed to move away from manual quoting and disconnected email chains. Shifting quoting to on centralized collaboration hub where all communication, documents, and status updates flow seamlessly between:
Includes All Streamline Data & BenOPS Features, PLUS:
The General Agent or TPA
The Broker of Record
The Client
The Carrier
