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      SOLUTIONS

      Paylogix has earned a reputation as an insuretech pioneer and innovator thanks to our robust suite of intuitive products and services.

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  • CO-OP FUNDING
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      ABOUT

      We’re industry leaders. We’re technology innovators. We’re experts in insurance and voluntary benefits.

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FAQs

32
  • Co-Op Funding Program
    • How can I avoid excess fees?
    • What if my client wants to use a carrier that is not part of the Paylogix Co-op Funding Program?
  • Consolidated Billing
    • How can I avoid excess fees?
    • How can I export group information?
    • How do I adjust a bill?
    • How do I export a list of participants for a specific product?
    • How do I finalize a bill?
    • How do I fix a format error?
    • How do I look up an individual participant?
    • How do I upload a custom import?
    • What do I if I get an error report?
    • What if my client wants to use a carrier that is not part of the Paylogix Co-op Funding Program?
    • What payment methods are available?
    • Where do I find billing information?
  • The Paylogix Client Portal
    • How can I export group information?
    • How do I access the client portal?
    • How do I add a sub-user to the account?
    • How do I adjust a bill?
    • How do I change my password?
    • How do I export a list of participants for a specific product?
    • How do I finalize a bill?
    • How do I fix a format error?
    • How do I look up an individual participant?
    • How do I navigate the client portal?
    • How do I set up a new user?
    • How do I upload a custom import?
    • I forgot my login id. How do I recover my login id?
    • I forgot my password. How do I reset my password?
    • My login information is not working, and I can’t reset it. What should I do?
    • What do I do if I get an error report?
    • Where can I see the file transfer history?
    • Where do I find billing information?
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Glossary

32
  • ACH
  • ACH credit transaction
  • ACH debit transaction
  • Active full-time employee
  • Association
  • Benefit period
  • Broker
  • Case Number
  • Contract
  • Contract holder
  • Dashboard Portlets
  • Dependent
  • Effective date
  • Eligibility
  • Enrollee
  • Enrollment period
  • Group coverage
  • Group insurance
  • Late entrant (also known as late enrollee)
  • Open enrollment
  • Organization
  • Participant
  • Pay Frequency
  • Policy holder
  • Premium
  • Provider
  • Qualifying event
  • Wire Transfer
  • Single Point Billing®
  • Cash-q®
  • Consolidated Billing®
  • Common Remitter®
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Tutorials

16
  • How To Build Your Own Organization
  • How To Finalize & Pay Your Bill
  • Client Portal Orientation : How To Log In
  • Co-op Program Overview
  • Client Portal: Data Analytics
  • Client Portal: Statements
  • Co-op Funding Program Overview
  • Client Portal: Reports
  • Client Portal: File Utilities
  • How to Enter ACH/Bank Draft info for a participant
  • How to Enter Credit Card Info for a Participant
  • How to Manually Add a Participant
  • How to view, print, or download a participant direct deposit form
  • How to add a sub-user
  • Implementation Checklist
  • Transitioning direct deposit to Paylogix

Docs Category: The Paylogix Client Portal

  • How can I export group information?
  • How do I access the client portal?
  • How do I add a sub-user to the account?
  • How do I adjust a bill?
  • How do I change my password?
  • How do I export a list of participants for a specific product?
  • How do I finalize a bill?
  • How do I fix a format error?
  • How do I look up an individual participant?
  • How do I navigate the client portal?
  • How do I set up a new user?
  • How do I upload a custom import?
  • I forgot my login id. How do I recover my login id?
  • I forgot my password. How do I reset my password?
  • My login information is not working, and I can’t reset it. What should I do?
  • What do I do if I get an error report?
  • Where can I see the file transfer history?
  • Where do I find billing information?
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SOLUTIONS
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SUPPORT
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Co-op funding is subject to approval by the carrier or benefit provider company. Paylogix can not guarantee Co-op funding approval. The information provided about Co-op participating carriers or benefit provider companies is for general informational purposes only. All information is provided in good faith, however we make no representation, or guarantee regarding the accuracy, or completeness. We encourage you to contact the insurance or benefit provider company directly to confirm product details and Co-op funding participation. This site does not contain insurance or employee benefit advice. More information is available on the Policy & Terms page.

Paylogix®, Consolidated Billing®, Common Remitter®, Single Point Billing®, Exchange Builder®, Pro-Enroll™, Cash-Q®, and DocuServ® are trademarks of Paylogix.

Paylogix – 1025 Old Country Rd, Westbury, NY, 11590 – 1-800-622-4131

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SOLUTIONS
  • View All Solutions
  • Enrollment
  • Premium Billing and Payment
  • Alternative Funding
  • Tailored Market Solutions
  • Software as a Service
  • Merchant Gateway
  • Benefits Administration
CO-OP FUNDING
ABOUT US
  • Our Vision
  • Careers
  • Policies & Terms
IN THE NEWS
SUPPORT
Contact Us
Client Login