Tabulera took carrier EDI off our plate completely. Our team focuses on clients now, not file formats — and the data is always right

Christopher Alexander

Vice President of Application Services

AT A GLANCE

Client industry

  • PEO (Professional Employer Organization)

Details

  • 41 EDI feeds live
  • 20+ carriers connected
  • 5 PrismHR instances

Challenges

  • EDI work kept piling up as Engage grew by acquisition
  • Every acquisition brought its own carriers, plans, and HR setup
  • In-house EDI couldn't keep pace with the next deal

Benefits

  • 41 carrier feeds live — and still growing
  • New feeds live in about 30 days
  • One clean feed per carrier, across multiple PrismHR instances
  • Full visibility into every file, plus member lookup
  • 100% uptime

Engage PEO started with one EDI feed.Now Tabulera runs 41.

The Challenge - For a growing PEO, EDI never stops piling up.

As Engage PEO grew by acquisition, each new company brought its own carriers, plans, and HR setup. Connecting it all — and doing it fast enough to keep up with the next deal — was more than in-house EDI could handle.

The Solution - Started with one feed.

Switching EDI vendors is risky, and Engage wanted proof before committing. Tabulera proposed a simple test: one feed, built and run end to end, to see if it held up. It did — and the rest followed.

One feed per carrier

Engage runs multiple PrismHR instances. Tabulera merges them into one clean feed per carrier.

Build and run

New feeds go live in about 30 days. Tabulera builds and tests each feed, then sends it on schedule.

Full visibility

A live dashboard shows the status of every file, and lets Engage look up any member's details.

The Results - Now running 41 — and still growing.

Forty-one feeds in, adding a carrier is routine - whether it’s for a new client, a new benefit, or an acquisition that Engage needs to get live quickly.

Tabulera Modules

Benefits Reconciliation:

Cuts Invoice Audit time by 85% and eliminates 97% of benefit write-offs.

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EDI Connectivity:

Speed up the creation of carrier EDI 834 enrollment and payroll feeds.

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Consolidated Invoicing:

Pay a single invoice for all your benefit plans.

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Payments Automation:

Collect subsidiary premiums and send carrier payments.

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