ThrivePass
Back to resource hub

Ongoing administration

The rules worth keeping close

Choose a product to see the recurring checks and exceptions that matter most.

Download full playbook
  1. 01

    Review the COBRA processed report weekly

    Check for people loaded who shouldn't be and people ignored who should have been. Ignored qualified beneficiaries must be added to the portal manually.

  2. 02

    COBRA-electable is the last checkbox

    Mark a plan COBRA-electable only after rates and coverage tiers are built. Changing rate structure type means creating a new plan — never editing the existing one.

  3. 03

    New employer groups with active COBRA QBs go in as Takeover

    Enter takeover qualified beneficiaries in the portal after the plan add/update runs, and tell your RM immediately if they need a special open enrollment.

  4. 04

    Carrier Invoice Reconciliation against monthly remittance report

    Each month, compare carrier invoices to the remittance report so premium and enrollment differences are caught early.

Weekly review companion

See what Processed and Ignored look like

Available here

Sample Processed Report

COBRA QB Parser, July 2024

Your weekly COBRA output. Processed rows have been deemed a COBRA eligible event. Make sure to evaluate the notes to see if this event will be loaded to the portal; Ignored rows will not and need review — the Message column says why (plan not COBRA-electable, no QB event code).

Workbook11 KBDownload