Agency Statements

Consulting Fee Statement and Remittance Statement

We know that you working hard for your clients! Happy customers are an important result, but so is your compensation for your time spent with clients. We are excited to announce a new upcoming feature to help you "see the results." 

Consulting Fee Statements

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This report will generate to show the upcoming revenue your agency can expect from each client group. This report is created based on the Per Employee Per Month (PEPM) you determine for each group at the beginning of the year. 

Remittance Statement

This report will show the payment your agency can expect for the month. This report is created based on employer groups that have paid their invoices.