BASIC

Why Use BASIC?

If your organization struggles with managing complex employee benefits and keeping up with compliance regulations like ERISA, COBRA, ACA, and FMLA, BASIC is built for you. It centralizes all HR compliance tasks, payroll services, and employee benefit accounts under one roof.

Its modern web interface, mobile accessibility, and dedicated customer support make it a go-to option for businesses looking to automate processes without losing the human touch.

Benefits of BASIC

• Streamlined Benefits Management: Manage FSAs, HSAs, HRAs, commuter accounts, and COBRA from a single platform.

• COBRA Compliance Made Easy: Automated COBRA administration ensures compliance with continuation coverage mandates.

• Integrated FMLA Leave Management: Track, approve, and audit leave requests with full legal compliance.

• Mobile Access for Participants: Employees can easily file claims, manage cards, and track reimbursements through BASIC’s mobile app.

• Tax and ACA Reporting: Stay on top of IRS reporting with automated ACA tools and 1095 filings.

• Custom Plan Setup: Flexibility in designing benefit plans tailored to company needs and employee groups.

• Robust Employer Portal: Manage employee eligibility, payment processing, compliance documents, and more in real time.

• Employee Self-Service: A dedicated employee portal ensures quick access to benefits, balances, claims, and documentation.

• Scalable Support: Ideal for growing companies needing HR tools that scale with organizational growth.

How to Use BASIC

1. Schedule a Setup Consultation: BASIC configures the platform based on your organization’s needs.

2. Log into the Employer Portal: From here, you can upload employee data, manage accounts, and oversee benefits.

3. Provide Employees Access: Employees receive secure login credentials for their self-service portal.

4. Configure Account Types: Add FSAs, HSAs, COBRA, or commuter benefits depending on your plan.

5. Monitor Compliance: Use dashboards to view compliance status, timelines, and reports.

6. Enable Mobile Access: Encourage participants to download the BASIC mobile app to manage their benefits anytime.

Features of BASIC

• All-in-One CDA Platform: Supports 30+ account types including COBRA, HSA, HRA, and commuter plans.

• ACA Compliance Engine: Ensures real-time 1095-C filing and eligibility monitoring.

• FMLA + Leave Management: Track leave balances, policy rules, and compliance automatically.

• Flexible Benefits Plan Design: Create multiple benefit tiers with varied limits and participant types.

• Mobile Claims Submission: Take pictures of receipts and upload directly from the mobile app.

• Premium Billing for COBRA: Handle carrier payments, eligibility updates, and subscriber communication.

• Audit Trail and Reporting: Transparent logs and exportable reports for all actions and plans.

BASIC Demo

BASIC offers guided demos through its onboarding team. You’ll be walked through the CDA system, account setup, and leave compliance workflows to ensure the platform is tailored to your business needs. Demos are available by request and help HR teams visualize the automation and reporting capabilities of the system.

BASIC Pricing

BASIC operates on custom pricing based on business size, chosen modules (e.g., CDA, FMLA, COBRA), and administrative services selected. It does not follow a fixed SaaS pricing model but instead provides tailored quotes that reflect your organizational needs.

There is no lifetime free plan or free trial, as the service is offered as a fully managed HR compliance solution.

BASIC Reviews

Users praise BASIC for its deep compliance expertise, especially with regard to COBRA and FMLA administration. HR professionals highlight the time saved through automated account management and the peace of mind brought by BASIC’s legal and regulatory support. The mobile app is also noted for its ease of use and direct claim upload feature.

While some users suggest that the UI could be modernized further, most appreciate the responsive customer service and highly detailed documentation available throughout the platform.