“Automate paper benefits enrollment, automate benefits enrollment, online benefits enrollment, HRA, HSA, FSA, and many others!”

The product you’re looking for is called Enroll+

http://proformadocuments.com/products/enroll-plus.html

Our fastest growing line of business is the processing of paper enrollment forms.  You can automate benefits enrollment and get a paperless office with paperless forms processing. From traditional insurance benefits to cutting-edge HRA, HSA, and FSA enrollments, we design OCR-ready forms that your clients print out, fill out, and fax or mail in.  Because we can apply highly accurate OCR technology to these forms, we can produce and process them with a 60-70% reduced error rate, at 30-40% lower cost, than a manual data entry shop.

The Paper Option
Everyone knows the best way to handle enrollments is electronically.  Indeed, most modern benefits management systems accommodate electronic interchange of subscriber and benefit selection with the major carriers.  However, many employees simply do not have the training, network access, or willingness to perform adds and updates electronically.  Furthermore, some employers are simply more comfortable with the audit trail and non-repudiation provided by a paper form with an actual signature on it.  Whatever the case, ProForma makes it possible for you to provide electronic access to most, and a paper option to those who need it.  Best of all, the paper data will come in exactly as if it had been entered electronically, which enables all the edit checks, data integrity, and automation of an electronic system.

Standardization

One of the main benefits to automating Enrollment Forms is the opportunity to create a standard form and thereby save a great deal of forms management effort.  If you have many carriers, this can amount to significant savings.  Plan options and employee demographics can be dynamically populated onto a standardized enrollment form, sent to the employee or HR manager, and received back, all without you having to do any forms management.  During the implementation, ProForma works with you to

Form Creation

Forms can be created with dynamic information, not only the demographics, but you can actually have different benefits options for different clients.  All forms are created and sent automatically.

OCR-assisted Data Extraction

Our highly trained operators ensure highly accurate character recognition at cost-effective price.

Data Review

Any data that fails to meet your business rules, or that appears non-routine to our operators, is sent to a Review Area, where your staff can examine and adjudicate.  Our goal is to routinely handle the 95% of forms that can be handled automatically, and let you handle the 5% that require intervention by your business.

Automated Import

Our Gopher connects robustly to your database on your network, and adds and updates all the information that was received from the enrollment forms.