Administrative Services

Since 1987, Workterra has been providing benefits services to some of the top organizations throughout the United States. We are continuously working to expand both our service and product menus as the needs of our clients evolve.

Flexible Spending Accounts
Commuter Benefits
Flexible Spending Accounts
  • Flexible spending debit card
  • Establishing/Updating plan documents and summary plan documents
  • Discrimination testing
  • Daily claim reimbursements via check or direct deposit
  • Online system to access balance and claim forms
Commuter Benefits
Commuter Benefits
Commuter Benefits
  • Commuter benefit card
  • Voucher and transit pass distribution, debit card and cash reimbursements
  • Daily claim reimbursements via check or direct deposit
  • Online system allows you to file claims, check status and account balances
  • Our real time consumer portal allows you to file claims, check the status of your claims and check account balances 24 hours a day seven days a week. You may also use our mobile app on your phone or tablet.
  • Mobile app
Commuter Benefits
COBRA Administration
COBRA Administration
  • Process qualifying event notices exceeding the industry requirement of 14 days
  • Collection of payments and remitting premiums to carrier and/or client
  • Daily eligibility submissions (enrollments/terminations) to carriers
  • Automated data transfer of qualifying events
  • Process general (initial) rights notices
  • Online COBRA system
Retiree Administration
Retiree Administration
Retiree Administration
  • Collection of premiums from individuals when there is a premium sharing
  • Reimbursement of premiums to retirees from the employer
  • Payment of premiums to insurance carriers
  • Recording and tracking eligibility and payment history
  • Interaction with retirees and carriers to deal with individual retiree benefit issues
  • Fulfillment services during open enrollment or benefit changes
Voluntary Insurance
Voluntary Insurance
Voluntary Insurance
  • Enrollment services provided through the use of salaried enrollment counselors
  • Open enrollment of voluntary benefits as well as new-hire enrollment throughout the year
  • Collection of payroll deductions and remittance of premiums to carriers including reconciliation
  • Employees can choose from a menu of benefits at group rates that will meet their individual goals
Invoice Reconciliation
Invoice Reconciliation
Invoice Reconciliation
  • Reduce administrative overhead allocated to invoice reconciliation and payment
  • Ensure payments are made only for covered participants and their dependents by a secure and reliable tracking system
  • Detect account discrepancies, resulting in accurate invoice processing and employer cost savings
  • Secure transfer of benefit information data between payroll, human resources, and vendors