Taking care of your association members is critically important. With the Softheon Platform, you can create an enhanced member experience, expand distribution channels, and drive incremental sales. Our technology platform and customer service support provide a branded marketplace for multiple insurance products and services. Softheon allows membership organizations to be professional, knowledgeable, and profitable through education, industry leadership, public policy advocacy, and growth of the market.
Decision Support and Anonymous Shopping
Softheon’s customizable anonymous shopping platform guides consumers to the plan that best suits their needs. Using our best-in-class decision support tool, consumers can compare plan types, rates, deductibles, out-of-pocket maximums, provider and drug coverage, and much more.
Softheon’s EDI gateway is responsible for the integration, data transfer and reconciliation between the health insurance exchanges and carriers’ downstream core admin systems. Our fully-configurable EDI gateway can be customized to meet any health payer and exchange specifications.
Enrollment and Eligibility
Out of the box, Softheon’s platform contains configurable business rules based on federal, state and health plan specific requirements. These rules can be used to automatically manage any enrollment and payment scenarios, including terminations, cancellation, delinquency, and more.
Premium Billing and Presentment
Softheon’s premium billing & payment aggregation tool offers an integrated online & banking solution. Our customer-friendly billing experience allows you to manage financial transactions, premium payments & financial reconciliation. As an accessible PCI DSS 3.1 Electronic Payment platform, our solution serves individuals and brokers with multi-channel options, and offers the back-end processes needed to continually manage and track their payment statuses. To assist with higher membership retention, we support all payment types including credit cards, ACH & e-Check, and lockbox processing.
As a designated Payment Facilitator, we can also conveniently and quickly process payments without any third-party involvement. This prevents payments from building up and means we’re able to deliver outstanding service with unmatched reliability.
Softheon’s data analytics and reporting platform, Foundry, captures and tracks every member touchpoint, analyzing both their interactions and behaviors. Foundry’s reporting capabilities provide you with all the tools necessary to access and parse data from a high-level population overview down to an individual applicant.
Foundry BI, the solution’s business intelligence component, features configurable, state-of-the-art tools for non-technical users. Providing the ability to “slice and dice” data in near real-time, the reporting and business intelligence suite offers comprehensive analysis of transaction trends and key performance indicators (KPIs), including member demographics, geography and more.
Managing Director, Broker Solutions
Dan is responsible for expanding relationships with new and existing customers, and improving the effectiveness of the sales team. Dan enjoys the opportunity to disrupt the industry and create new paths for a market that has been traditionally archaic, and paper driven. With Softheon’s ability to automate processes, we can streamline the experience and bring the industry into the modern era of technology. His goal is to communicate the new platforms Softheon is building and how it impacts specific market segments. He can be reached by phone at (631) 681-4027 or email