Multi-Employer Trust Retiree Billing Expansion
BAS stood up retiree billing and COBRA administration for 60+ employer groups in six weeks after a national provider failure — scaling to 26,600+ covered lives.
Public School District
School District Retiree Billing Modernization — From Spreadsheets to Zero Errors
BAS migrated 450+ retirees from Google Sheets to automated billing with zero loading errors, eliminating manual check processing and renewal workflows.
450+ Retirees Transitioned
Zero Loading Errors
Automated Billing and Renewals
Eliminated Manual Check Processing
Client Situation
Before partnering with BAS, the school district managed more than 450 retirees using Google Sheets and fully manual processes. Internal staff were personally responsible for collecting premium payments, processing checks, tracking grace periods, and manually issuing renewal billing statements. The process was labor-intensive, error-prone, and entirely dependent on individual staff knowledge.
As the retiree population grew, the manual process became increasingly unsustainable. A single staff transition or absence created operational risk across the entire retiree billing function.
Operational Challenge
Migrating a retiree population from a manual, spreadsheet-based system to an automated administration platform requires precision. Each retiree's billing history, coverage status, grace period status, and payment record must transfer accurately. A single loading error could disrupt a retiree's coverage — an outcome with both human and compliance consequences.
The district also needed onboarding communications delivered directly to retirees to facilitate a smooth transition without confusion or coverage interruption.
What BAS Implemented
BAS successfully migrated all 450+ retirees through automated file loading. Onboarding communications and payment coupons were mailed directly to retirees to facilitate the transition. The complete migration was accomplished with zero loading errors.
- Automated file loading for all 450+ retiree records
- Direct-mail onboarding communications to all retirees
- Payment coupon distribution to streamline premium collection
- Automated grace period tracking and compliance monitoring
- Automated renewal billing statements
- Elimination of check-processing and manual payment workflows
Results and Outcomes
Migration outcome: 450+ retirees transitioned successfully with zero loading errors. The school district's retiree billing function moved from fully manual to fully automated in a single implementation.
- Reduced manual workload for HR and finance staff
- Improved billing accuracy and payment collection reliability
- Streamlined retiree communication throughout enrollment and renewal cycles
- Simplified renewal and payment processes for retirees
- Eliminated single-point-of-failure dependency on individual staff knowledge
Categories
Ready to Get Started
Schedule a Consultation with BAS
Discuss your administration environment and operational challenges with BAS. We'll demonstrate how we can deliver the same measurable outcomes for your organization.