Sifting through volumes of data and information generated by your employee benefit plan and its associated carriers,
participants and vendors can be time-consuming and costly. Report-Source enables informed decision-making from
plan stakeholders by allowing them to select the content, format, timing and type of reports they need to receive to monitor their employee benefits plans. Using CBC-Source for designing and managing your employee benefits plans removes your administrative burden. Report-Source lets clients stay in touch and make real-time decisions.

Types of Reporting
CBC provides each client with a customized reporting package. Clients may choose from existing report samples or
customize a report that provides their benefits, human resources and finance team with the information they need in a
concise format. Each component of CBC-Source produces useful data and information:

Procure-Source

• Plan comparisons and market analysis reports
  
• Industry benchmarking reports
  
• Network access and discount summary reports and analysis
  
• Historical reporting and comparisons to budget
  

Admin-Source

• Service cycle reports – review plan management tasks and performance on an ongoing basis
  
• Executive summary reports – review plan financial performance and compare against benchmarks,
  budgets and contributions
  
• Analytics, IBNR calculations and predictive modeling
  
• Eligibility and enrollment reporting
  
• EDI reporting to carriers, HRIS, payroll, TPAs and other vendors
  
• Consolidated billing remittance reports

Contact-Source

• Service center results
  
• Website statistics report
  
• Quantitative contact center reporting
  

Brand-Source

• Marketing campaign results
  

Audit-Source

• Audit results
  
• Claims auditing reports
  

Comply-Source

• Compliance initiative status reporting
  

Value
Designing the right reporting package supports decision making and helps create the needed partnerships among the stakeholders of a modern employee benefit plan. Customer service is a partner to Human Resources, Human Resources is a partner to Finance and Finance is the bridge to the corporate resources necessary to support employee benefits. Report-Source supports the needs of every plan partner through the delivery of a robust reporting package designed to meet the specific needs of each client.