The Plan-Smart Dependent Eligibility Audit and Gatekeeper solutions help preserve the integrity of company sponsored benefit plan(s) by identifying and preventing ineligible dependents on the health, dental and/or PBM plans. Our flexible solution ensures the verification process is designed and tailored to meet each organization's specific needs, while minimizing the time commitment and cost associated with the project.

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The Plan-Smart Audit is Comprised of Four Key Elements:

Plan-Smart examines 100% of your entire enrolled dependent population. Questionnaires, surveys and sampling tactics produce only a modest fraction of the possible results, and subject the plan to discrimination allegations. Only a complete audit, as compared to a statistical sampling, can ensure maximum return on investment while treating all employees equitably.