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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Engagement AdvantageSM from Fiserv provides a comprehensive solution that allows your business to present the billing and payment options that your customers are looking for, enhance engagement to foster growth, and improve your competitive edge in customer experience. In today’s market, individuals anticipate tailored interactions and easy choices in every encounter. Cater to their varied preferences and efficiently compete on customer experience by leveraging innovative technologies and expertise, all while avoiding unnecessary costs and complications in your operations. There are multiple methods to distribute bills and numerous ways to connect with the recipients of those bills. Regardless of the delivery method, customers dedicate considerable time to reviewing their monthly bills; our findings indicate that, on average, individuals spend around two to four minutes per paper bill, and somewhat less on electronic versions. By utilizing highly personalized and branded bills, businesses can engage customers effectively, enable cross-selling opportunities, and ensure a seamless experience across various channels, ultimately leading to stronger customer relationships. This approach not only meets customer expectations but also supports sustainable business growth.

Description

Transform and enhance every element of your benefits program using PlanSource. Reach your employees through personalized messaging and communication initiatives that can be tailored by group and automatically disseminated via email, text, mobile app, and additional platforms. With integrated self-billing and invoice reconciliation, you'll spend less time auditing and correcting insurance bills monthly, allowing for a more productive workflow. Our comprehensive compliance solutions provide reassurance regarding ACA measurement and reporting, COBRA administration, eligibility criteria, and much more. Efficient workflows and immediate integrations offer an enrollment process crafted to increase engagement and participation in plans. Our fully mobile experience—available on both our app and website—simplifies the process of exploring benefits, making it as easy as online shopping. By removing manual tasks and countless hours of HR administrative duties, you can achieve genuine end-to-end automation for your benefits system. This not only elevates employee satisfaction but also enhances the overall effectiveness of your benefits administration.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

ADP Celergo No 
ADP DataCloud No 
ADP Global Payroll No 
ADP Learning Management No 
ADP Next Gen HCM No 
ADP Onboarding No 
ADP StandOut No 
ADP Succession Management No 
ADP Workforce Now On the Go No 
ARGO Yes 
AXIOM Yes 
AdSystem Yes 
Charge-off Loan Tracker Yes 
Coriunder BAAS Yes 
Kinective Bridge Yes 
Paylocity Yes 
SAP Store No 
ThingSpace IoT Platform Yes 
VGS Platform Yes 
Wisely by ADP No 

Integrations

ADP Celergo Yes 
ADP DataCloud Yes 
ADP Global Payroll Yes 
ADP Learning Management Yes 
ADP Next Gen HCM Yes 
ADP Onboarding Yes 
ADP StandOut Yes 
ADP Succession Management Yes 
ADP Workforce Now On the Go Yes 
ARGO No 
AXIOM No 
AdSystem No 
Charge-off Loan Tracker No 
Coriunder BAAS No 
Kinective Bridge No 
Paylocity No 
SAP Store Yes 
ThingSpace IoT Platform No 
VGS Platform No 
Wisely by ADP Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$4 per month
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Fiserv

Founded

1984

Country

United States

Website

www.fiserv.com/en/about-fiserv/resource-center/brochures/engagement-advantage-present-fact-sheet.html

Vendor Details

Company Name

PlanSource

Founded

2008

Country

United States

Website

www.plansource.com

Product Features

Insurance Agency Management

Claims Management No 
Commission Management No 
Contact Management No 
Document Management No 
Insurance Rating No 
Life & Health Yes 
Policy Management No 
Property & Casualty Yes 
Quote Management No 

Product Features

Benefits Administration

COBRA Administration Yes 
Claims Management No 
Deduction Management No 
Disability Insurance Administration No 
Employee Benefits Administration Yes 
FMLA Administration No 
FSA Administration Yes 
Flexible Spending Accounts No 
For Brokers Yes 
For Employers Yes 
HIPAA Compliant Yes 
Health Insurance Administration Yes 
Life Insurance Administration Yes 
Online Benefits Enrollment Yes 
Premium Billing No 
Provider Management No 
Retiree Administration No 
Retirement Plan Management No 

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