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Software solutions

CONSOLIDATED INVOICING

Receive a single monthly invoice for all your benefit plans

INTEGRATED RECONCILIATION

Check carrier invoices against your enrollment and payroll platforms to
eliminate benefit write-offs

PAYMENT AUTOMATION

Let Tabulera distribute payments to carriers and vendors for all your benefits
plans

EDI CONNECTIVITY

Send carrier EDI enrollment feeds based on the benefits enrollment system

PLAN ACCOUNTING

Generate journal entries for plan-related financial transactions that match your
GL structure

COMMISSION REPORTING

Pay out commission compensations to participating broker producers

VIEW ALL MODULES

Who we serve

BENEFITS BROKERS

Provide clients with a monthly consolidated invoice for all their benefit plans

EMPLOYERS

Capture carrier invoices, reconcile and remit benefit payments

PEOS

Eliminate benefit write-offs using invoice capture and reconciliation

INSURANCE CARRIERS

Capture eligibility, send deduction files, automate payment processes and
reconcile employer payments

AHPS

Bill member companies, pay carriers and remit commissions

Software solutions

CONSOLIDATED INVOICING

Receive a single monthly invoice for all your benefit plans

INTEGRATED RECONCILIATION

Check carrier invoices against your enrollment and payroll platforms to
eliminate benefit write-offs

PAYMENT AUTOMATION

Let Tabulera distribute payments to carriers and vendors for all your benefits
plans

EDI CONNECTIVITY

Send carrier EDI enrollment feeds based on the the benefits enrollment system

PLAN ACCOUNTING

Generate journal entries for plan-related financial transactions that match your
GL structure

COMMISSION REPORTING

Pay out commission compensations to participating broker producers

Who we serve

BENEFITS BROKERS

Provide clients with a monthly consolidated invoice for all their benefit plans

EMPLOYERS

Capture carrier invoices, reconcile and remit benefit payments

PEOS

Eliminate benefit write-offs using invoice capture and reconciliation

INSURANCE CARRIERS

Capture eligibility, send deduction files, automate payment processes and
reconcile employer payments

AHPS

Bill member companies, pay carriers and remit commissions

About us Case Studies Get in touch



Autom

Finally, all your employee benefits billing, accounting, reconciliation, and
payment information in one place.

Schedule Demo




Tabulera

Connect. Reconcile. Pay.




WHY DO YOU NEED TO AUTOMATE BENEFITS ADMINISTRATION?

Manual processes, complexity, inaccuracies, a lack of timeliness, disparate
benefits enrollment software systems and data — all of these contribute to an
extraordinary amount of waste in the budgets facing Employers, Professional
Employer Organization, and Association Health Plans.

The Tabulera cloud-based software solution centralizes the entire employee
benefits administration process into one secure tool.

GAIN VISIBILITY

User-friendly dashboards provide a unified view into employee benefits
participation trends and the financial status of your plans.

CONNECT DISJOINTED

Unique Robotic Process Automation "bots" gather and reconcile data from multiple
sources all the way down to the employee level.

STREAMLINE

Equip your understaffed HR team with tools to work remotely, capture data
automatically and create streamlined infrastructure.



AUTOMATION MODULES:

Built with flexibility in mind, our modules fit the way you work and free you up
from annoying tasks at every stage of benefits administration.
‍
Tabulera has 6 unique software modules that save time:


CONSOLIDATED INVOICING



Tabulera automates capturing and consolidating employee benefit plan bills into
a single monthly invoice or that can be published directly to your AP system.

 * Capture vendor AP invoices

 * Combine list-bills and generate self-bills

 * Publish to your accounting system

Learn more

INTEGRATED RECONCILIATION



Automatically capture and audit carrier invoices against enrollment and payroll
systems.


 * Compare multiple systems

 * Get a year-to-date plan balance view

 * Discover misconfigurations, data entry and processing errors.
   

Learn more

PAYMENT AUTOMATION



Tabulera supports carrier payment methods and specific remittance files formats.


 * Automated electronic carrier premiums remittance

 * Carrier defined remittance advice generation

Learn more

EDI CONNECTIVITY



Create, generate and send carrier EDI enrollment feeds based upon carrier
specifications and your plan setup.

 * Exchange data with vendor and carrier partners

 * Create and transmit 401k files

 * Translate EDI file into understandable data

Learn more

PLAN ACCOUNTING



Generate and record journal entries for plan-related financial transactions in
your GL.

 * Match Tabulera to your GL structure

 * Let Tabulera become your "benefits subledger"

Learn more

COMMISSION REPORTING



Calculate and remit broker and producer commissions.

 * Producer dashboard logins

 * Commission calculations

 * Commission payout

Learn more



CASE STUDY:



Learn how a group of employers eliminated benefits premium Write-Offs using
Tabulera’s Integrated Reconciliation and Consolidated Invoicing modules

97%

elimination of premium write-offs

1

quarter
ROI

7k+

employees

450+

lines of coverage

Read Case Study


INTRODUCING A NEW WAY FOR HR AND ACCOUNTING TO WORK TOGETHER

Tabulera allows HR and Accounting teams to get everything they expect from a
modern benefits administration solution together with vital back office
automation that increases efficiency and streamlines processes at scale.

WORK AS A TEAM

Use Tabulera as a common tool to manage and resolve data discrepancies,  avoid
costly mistakes and reduce manual processes.

LEAVE AN AUDIT TRAIL

Eliminate spreadsheets and track open items to resolution. Allow your team to
establish a control environment with Tabulera. 

DATA SECURITY YOU CAN TRUST

Tabulera's Platform infrastructure is designed to ensure that your corporate,
payroll and benefits data is securely maintained, accessed and monitored.


LEARN MORE ABOUT DATA SECURITY INFRASTRUCTURE

WHAT OUR CLIENTS SAY ABOUT TABULERA

Tabulera helps Vensure deliver insurance products to market faster

Andy Lindley

CTO, Vensure

"Tabulera’s solutions help our clients simplify and streamline benefits
administration so they can focus on their businesses"

"Tabulera helps us pay vendors and commissions to our sales staff while
providing live dashboards so we can track our expenses timely and accurately"


"Tabulera enables our clients to review, reconcile, understand, and pay benefit
invoices all in one place, streamlining administration for everyone"



AUTOMATED BENEFITS ADMINISTRATION

FOR BENEFITS BROKERS

Benefits administration is more than using an electronic enrollment platform...

Learn More

SINGLE PLATFORM

Let Tabulera connect to your clients enrollment, payroll and accounting systems.
Finally carrier connections, member billing, payments, plan accounting and
commissions in a single platform! 

CREATE TIME FOR YOUR CLIENTS

Streamlining manual employee benefits administration means freeing-up time and
eliminating roadblocks to introducing additional offerings.

ALLOW CLIENTS TO GROW

Introducing role-based scalable systems allows clients to standardize processes
and assign work at the appropriate level. No longer do your HR and benefit teams
need to be experts in Excel or take up senior management or IT time.

SINGLE OR MULTIPLE EMPLOYER PLANS

Support single or multiple employer benefits plan administration activities
across your client base. Get back to providing advice instead of managing client
and carrier billing problems.




Benefits administration software

FOR PEO'S

Eliminate the hidden cost of benefits leakage.

Learn More

AUTOMATE MANUAL PROCESSES

PEOs by their nature provide benefit administration services. Connecting with
carriers, reconciling plans and making the appropriate payments need to be
accurate and scale.

ELIMINATE ERROR-PRONE TASKS

Schedule processes to eliminate common repetitive employee benefits
administration tasks and free your team to monitor processes, not be overwhelmed
by them.

AGGREGATE DATA SOURCES

Create a flexible environment so software systems you use at your PEO can keep
up with a changing landscape of clients and partners' employee benefits
administration needs.





BENEFITS ADMINISTRATION SOFTWARE

FOR EMPLOYERS

Aggregate data in a single benefit administration platform

Learn More

CONNECT

Connect your employee benefit programs with Tabulera’s EDI module. From
healthcare carriers to 401k plan administrators - trade data seamlessly.

RECONCILE

Reconcile your payroll deductions (insurance premium deductions) and employer
contributions against your carrier invoices and your enrollment platform to
prevent premium leakage.

PAY

Automatically pay carrier invoices and send electronically along with backup
remittance files in Tabulera supported formats. 




Benefits administration software

FOR AHP'S

Consolidate data in a single benefit administration platform

Learn More

SINGLE PLATFORM

Multiple platforms mean multiple sources of workflows. Stop using systems not
designed for AHP's that make tracking workflow difficult and are not designed to
scale.

MULTIPLE ENROLLMENT SYSTEMS

Attract larger companies, unwilling to switch from their current enrollment
platform they invested time and money perfecting. Show your AHP’s flexibility,
by accepting data from multiple enrollment platforms.

NO MORE SPREADSHEETS

Formulas and processes prone to error and user interpretation. Use Tabulera to
manage calculations, processes and create auditable transactions and spend more
time designing member benefit programs and less time becoming and Excel expert. 




WE'D LOVE TO HEAR FROM YOU

5994 W. Las Positas Blvd., Suite 117
Pleasanton, CA 94588
‍
925-478-2500
Sales: sales@tabulera.com
Support: support@tabulera.com
Info: info@tabulera.com
Privacy: privacy@tabulera.com

SOFTWARE SOLUTIONS:

 * Consolidated Invoicing
   
 * EDI Connections
 * Integrated Reconciliation
 * Payment Automation
 * Commission Reporting
 * Plan Accounting Robotic Process Automation

WHO WE SERVE:

 * Benefits Brokers
 * Association Health Plans
 * PEO
 * Employers
 * Insurance Carriers

ABOUT TABULERA:

 * Meet our team
 * Data security
 * Terms and conditions Privacy policy
 * Tabulera contract
 * News room
 * Blog

GET IN TOUCH:

 * info@tabulera.com
 * 925-478-2500
 * 5994 W. Las Positas Blvd.,
   Suite 117
   Pleasanton, CA 94588
   

SOCIAL

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