What is
It is a Web-based administrative service designed to provide consolidated billing and enrollment management services for your ancillary and voluntary benefit plans
?
Consolidation – One location for your eligibility changes, member updates, benefit details, payment history Accuracy – Timely, accurate communication with carriers and changes to your invoice.
Convenience – 24/7 access to benefit administration
how do i get to
?
The homeBase link is located on the right corner of our home page at www.insurancecoordinators.com If you have not received your employer log-in information, contact the Client Service Team at 1-866-449-9777
Account set up The first time you log in you will need to set up a security question and response. You will also need to review the Terms of Use.
homepage
Employer Information Tab Edit General Information Demographic information and email contact Provides for address validation Review Payment Information
Review Other General Information
Employees Information Tab Search for Members (employee or dependents) Search by last name, first name, SSN, status or coverage date
Employee List Sort by last name, first name, SSN, status, or coverage effective date Export to Excel
Add Employee 6 steps to add Add employee data and choose benefits Include employee position, address, SSN, DOB Member Changes Select employee Choose change reason
Products, Agents, & Invoices Tabs Products Tab Summary of All Products Enrolled in homeBase Single click to view rates Single click to view product details Carrier/plan type/effective date/renewal date/ contribution/probation/contract length Group numbers Enrollment counts
agent Tab
View Agent and Agent Contact Information Assigned to Group Click to e-mail
invoices Tab
Click to View All Invoices
Invoice Overview Invoices exist in two states in the homeBase website. Those are:
Preliminary Invoices
These are open invoices that can change. You may add or remove employees, and make adjustments to an invoice that is preliminary.
Preliminary invoices are available online on the 1st of the month for the next month’s coverage. For example on February 1st the March preliminary invoices will be available.
Email: A reminder email will be sent to the billing administrators email address with instructions on how to log onto the homeBase website to view their invoice. For security reasons only the username is provided to the group in the email and the invoice is never attached. Mail: A hard copy of the preliminary invoice is mailed to the employers billing address
final Invoices These are closed invoices that cannot be changed. This is the final amount due for that invoicing period and will be the amount that is drafted from the employers account if EFT was elected.
Invoices finalize in our system on the last day of the month. For example February’s invoices will be final on the night of January 31st. It is important to make sure all February changes have been entered into the website prior to finalizing the invoice. Once the February invoices are final the March invoices will be available in a preliminary state. Any February changes received after the invoice has finalized will be applied to the March preliminary invoice as adjustments. Payment is due on the 1st of the month. If the group has elected to pay by EFT then the draw will occur on the 1st or next business day thereafter. The total amount due on the employer’s final invoice is the amount that is drawn from their account.
invoice elements Heading: The heading indicates the invoice state (Preliminary or Final), billing period, and the Employer ID number. The date found in the statement: “Information in this report was known to be current as of …..” Is the date the invoice was viewed (if you have hard copy of the invoice it would be the date the invoice was printed).
Product Information: The product type (dental, vision, fee), name of the product in the website, carrier name (Delta, VSP, ICMI), and carrier group number are provided. The Employer ID number is provided here as well as in the header.
Billed Premium by Product: Billed premium is divided by product on the invoice. For each product you will find the subscribers enrolled that month along with their billing tier and premium amount. Each product has its own premium subtotal. Member Adjustments: Member adjustments include any change to a subscribers’ billed premium amount for an invoicing period that has been finalized. Concero will be processing the retro adjustments on a daily basis. A retro tier change uses both add and remove member adjustments. The premium billed for the old tier is removed and “add the premium” for the new tier is added. Total Amount Due: The total amount due for each month’s invoice will be the sum of all subtotals.