Monthly Audit Report
Get insights into crucial COBRA reports, including those insured on the COBRA plan and dependent age-outs, allowing you to always stay compliant and ready for a potential audit.
The census report available to Preferred Partners provides key insights into the election summary of employee, plan, and census status, as well as the current elections with benefit plans, the coverage amounts, and effective dates. All pertinent employee information is within a single report, allowing you to find what you need quickly, which enables you to instantly send details to carriers.
Use the benefit monthly bill reconciliation to pull both the benefits and payroll amounts for each month, as well as see the variances on a monthly YTD basis, allowing you to stay current.
The Resource Portal contains everything you need to refer your clients to isolved. You'll find collateral pieces, available for co-branding, that highlights the features of the HCM platform and all its functionality, along with other helpful tools and resources.
Along with the Resource Portal, Preferred Partners have access to additional support to show clients why isolved is the right option. You can book a demo with one of our Solution Engineers, who can overview the features of the platform and highlight what makes it such a robust people management tool. The isolved Marketing Team is also available to provide additional support.
The isolved University is a dynamic learning management system with content delivered in right-size chunks. Getting up and running on the isolved platform is easy, thanks to user-friendly and interactive training courses that include gamification and quizzes. The courses within the University are available at any time, so your clients can utilize the features of the platform most effectively.
Get the support you need, when you need it. The isolved team is available to assist with what your clients need, as well as point you in the right direction for scheduled releases, new functionality, and tools your clients will love.
Get rewarded for the referrals you bring to isolved – client events and other incentives are available to the top Preferred Partners.