Portability & Conversion Processing

Did you know ERISA requires employers to send Portability & Conversion notices
for terminated coverage? Self Bill Pro can track and send notices within your
existing workflow. Stay compliant with no extra effort!

What Makes Self Bill Pro different?

Self Bill Pro provides personalized communications, guiding and educating employees on their continuation options. A “set and forget” process, Self Bill Pro manages every step of the mailing process and will report back to you monthly for your records.

​How does Self Bill Pro keep us compliant?

Self Bill Pro will manage your liability, by producing accurate and timely notices meeting requirements determined by ERISA​​​

Our Step by Step Process

01. Identification

Self Bill Pro will monitor or provide guidance on identifying all Portability & Conversion eligible scenarios that require a communication to be generated.

02. Letter Fulfillment & Tracking

Create a personalized communication specific to each instance, fulfill and track its mailing within the required timelines.

03. Reporting

Establish monthly reporting process to help you manage and mitigate your risk. ​

ERISA compliance and peace of mind is just one click away

Whether you are an existing Self Bill Pro client or not, we can easily integrate our Portability & Conversion process within your Ben Admin infrastructure and begin managing your liability around this tedious and time consuming process. Select "Learn More" to discover how Self Bill Pro can help you today.