Plan Documents | AUTOMATED

"Plan Doc Builder" by SRP lets you easily generate Health Plan Documents on-demand

Third Party Administrators (TPAs) and their employer customers need Health Plan Documents that contain clear language about participant rights, available benefits and obligations under the benefit plan, and compliance with ERISA, PPACA, and other laws. Creating these documents is often time-consuming and cumbersome, especially if working with outdated, non-flexible software tools and homegrown templates. SRP’s Plan Doc Builder™ automates the task of generating custom Health Plan Documents that are both government-compliant and easy-to-read.

Key Features

Created specifically for the generation of Health Plan Documents including prescription, dental, vision and cafeteria plans, SRP’s Plan Doc Builder allows TPAs, brokers and other users to:

• Gain 24/7 on-demand access to create or repurpose Health Plan Documents in an intuitive web interface
• Easily collaborate with experts to produce customized, attorney-approved plan documents
• “See as you go” by continuously reviewing and updating content during document preparation
• Generate easy-to-read and compliant Health Plan Documents and Summary Plan Descriptions with regulatory and benefit amendment capability

User-Friendly. Completely web based, Plan Doc Builder is accessible anytime, anywhere with Internet access. Document creation is fast and easy by completing an online questionnaire with user- friendly, pop-up notes for guidance. Answer questions to create a ready-to-use document that meets all regulatory requirements or customize your final document. An efficient checklist process assists in producing customized documents that meet specific requirements.

Flexible. Users can create easy-to-read and compliant Health Plan Documents and Summary Plan Descriptions or one combined with Regulatory and Benefit amendments. Plan Doc Builder allows users to collaborate and modify content during document generation. TPAs can clone documents, providing a significant short cut when creating similar plans.

Value-Added Legal Consultation. Users of Plan Doc Builder can access online feedback to technical and legal questions from SRP legal experts. Gain objective analysis and seasoned legal advice on approaches to current or new health plans.

Affordable. In delivering its leading-edge approach to plan document automation, SRP extends competitive licensing rates to TPAs. Affordable, annual license fees are paid monthly with no up front or initial subscription fees. No need to worry about variable rates or additional service fees based on plan scope and details. Users have unlimited rights to document creation and legal guidance monthly.

Currently Using Corbel?
Plan Doc Builder offers more flexible and user-friendly operations than older software tools that aren’t completely dedicated to health care documentation. Our web-based subscription fully equips users in both the self funded and fully insured industries and is available at fixed licensing rates with no initial subscriptions. Document preparation is simplified as Plan Doc Builder allows you to constantly review and update content during documentation generation instead of waiting until the end like Corbel. And more users can collaborate on the document for faster and more thorough production. The final output document—the Standard Plan Description—is easier to read, better organized and contains less legalese.

• Become an SRP Subrogation client and receive your license at no cost

Plan Documents | PERFECTED

Short on resources? Need a dependable and knowledgeable outsource to generate Health Plan Documents? SRP is a trusted source for comprehensive health plan document preparation. We guarantee documents are fully compliant and current with all relative laws and regulations. With over 20 years of experience, SRP has expertise with TPA claim benefits, technical writing, plan consulting, and ERISA-related requirements. Using our specialized services, you avoid the risks of noncompliance, including penalties from Department of Labor (DOL) audits, lawsuits, and insufficient understanding and inconsistent application of benefits by employers and administrators.