Hello,

We are looking to expand the usage of the Invoice Management Tool. With that said, I need all Clients in Production today with any associated current and future plans with the template type (e.g. Health, Life, Flex) and the Self-Insured Plan indicator of Yes/No. I need this information as we need to evaluate all current builds to ensure they are appropriately set as Self Insured or not.

The fields I will need for all Clients in production are: Workterra company, Benefit Type, Plan Design Name, Self-Insured Plan and template type.

Let me know when we could expect to receive. Also, any questions just let me know.

Thanks in advance,
Jackie