Whether you're moving your whole program or taking on beneficiaries from another payee, everyone arrives with a complete record and their bills paid on schedule.
Moving a whole program, or taking on beneficiaries from another payee, works the same way.
Beneficiaries, balances, bills and documents from your current software or spreadsheets, in one move.
We help your team set up each person's budget and bills before the first month, and you can run both systems side by side for a trial month.
Our team plans the move with you, brings your data over, and walks you through SSA's change-of-payee steps for beneficiaries coming from another payee.
Track what's come over, what's waiting and when first payments go out.
See the whole move, or each beneficiary coming from another payee, and what each one is waiting on.
Book a 30-minute walkthrough built around your caseload.
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