Improve employer engagement and upsell opportunities with TPA Stream’s benefits communication solution
TPA Stream Communications was custom-built to help you enhance client engagement through automated renewal notifications, HSA spending alerts, FSA balance reminders, open enrollment management, and client onboarding. With data-driven personalization, it’s easier than ever to enhance client retention.
While traditionally designed for Third Party Administrators, TPA Stream’s capabilities offer unique applications for brokers, allowing them to deliver tailored and differentiated value to their clients. Brokers act as intermediaries between employers and benefits administrators and try to drive higher employee engagement while managing and administering employee benefit programs. Brokers can leverage TPA Stream’s tools to enhance consumer engagement by streamlining employee benefits enrollment and improving communication about benefits and wellness programs for employees. Learn more about how this tool benefits TPAs and brokers below, or reach out to book a demo.
How It Works
Integrates directly with your benefits admin system
Securely get participant details, premiums, plan information, and more for any category.
Create Segments
Define always-accurate dynamic segments based on your benefits administration data for targeted messages. Segments can include employers, brokers, and members.
Select or Create Email Campaigns
Design beautiful personalized emails or choose from our library of prebuilt templates including: renewals, legislative updates, FSA/HSA balances, and more. Integrated personalization tokens and encrypted metadata increase relevancy and integrate your campaign across touchpoints.
Track and Save
View email sends and tracking information and save emails for future use.
Watch the Overview
Check out the video below to see Communications in action.
Always accurate, easy-to-build segments
The power of TPA Stream’s Communications platform is in our segmentation. Build endless segments of employers, brokers, and members by their plan type, renewal dates, roles, balances, spend trends, and more.
Segments are always up-to-date
Our integrations with leading benefit administration platforms like Alegeus, WEX Health, and other leading systems mean you can trust your segments are always accurate.
Building or modifying segments is easy
Unlike other solutions on the market, our segment builder makes it easy to slice the correct segment every time. We partner with you to define segmentation criteria based on your goals.
Template library
Our always-growing template library includes templates TPAs need to run effective annual processes and drive engagement among employers, brokers, and members. Often, TPAs do not have a communications team, or they share services internally which slows down processes. Let our template library be your resource for easy-lift, high-impact communications that drive revenue.
Renewals and plan notices
Segment your database by renewal date and plan type and send renewal notices in a snap.
HSA and FSA campaigns
Drive awareness and encourage plan use with custom campaigns based on demographic and spend behavior.
Legislative updates
Our partnered legislative experts monitor IRS and DOL requirements and draft relevant updates that can be shared with employers and members. Leverage pre-built templates and add more value to your client partnerships, with the assurance of accuracy.
Invoice reminders
Users of our Consolidated Invoicing platform can set up late payment notices to reduce time spent on accounts receivable.
Easy-to-use email editor
Create emails that truly stand out on any device with our easy-to-use editor.
Let your brand shine
Access pre-built email templates including your logo, brand colors, and font family for brand consistency and client trust. Plus, keep your marketing department happy.
Drag and drop editor
From there, drag and drop email elements including photos, videos, header styles, links, HTML, and more. The drag-and-drop editor makes it easy for users of any level to customize and build beautiful communications.
Increase relevancy with merge tags
Based on your connected data, add endless merge tags to increase relevancy and provide the information that’s needed directly in the email.
Supported Benefit Categories
CDH
COBRA
Transit
Cafeteria Plans
Supplemental
Medical
Dental
Vision
& More
Supported Integrations
Integrate with your benefits administration software and accounting software to simplify your entire billing workflow. Our most popular integrations include:
Chances are we can build an integration for the administration software you have. We have nearly a decade of experience doing so for some of the country’s leading TPAs.
Explore The Impact of Automated Claims Data
“TPA Stream has allowed us to become more profitable. We’ve automated so much that we can now allocate time and resources elsewhere to grow more and scale up.”
– Ross Honig, OCA’s Senior Vice President of Business Development
Streamline Benefits Communications with TPA Stream
Experience next-level benefits management with TPA Stream. Reduce administrative burdens and foster stronger efficiency with our tailored benefits communication tool designed for the everyday challenges of third-party administrators and brokers. That is why our comprehensive suite of TPA solutions, already encompassing robust features such as Consolidated Invoicing and Claims Harvesting, now includes targeted email outreach with our Benefits Communication tool.