HRA Document Creation

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HRA benefits are uniquely designed by your for your client

  • Product is agency and agent branded
  • HRA is complete with all required compliance documents
  • Product includes a compliance, self-administration guide
  • To be used without a TPA, self-administered
  • Product can be delivered within minutes of submission
  • All documents are IRS & DOL compliant
  • Increases employee benefit satisfaction
  • Delivered with a self-administered compliance guide
  • Simple to create
  • Enter client data on a 1 page data form
  • Product populated all documents and forms with client info
  • Product populates and brands all documents to you
  • After submitted, product immediately e-mails 7 files to you that you are ready to deliver to your client
  • A self-administration guide is sent for you to enter your clients participating employees and depenedents to track reimbursements
  • Self-administration is driven from Insurance company EOB's
  • Most Agents bill their clinets for this service, one-time document set-up fee

HRA Custom Documents Included

  • All documents are client identified, agency branded
  • Summary Plan Description
  • Administration Plan Description
  • Self-Administration/Compliance Manual
  • Corporate Resolution
  • Amendment Request
  • Claim Form
  • Simple Self-Administration Reimbursement Tracking Program

Value to Agents

Agents/Brokers don't buy our products for the software itself. They buy for the benefit provided, the step-by-step solution to a sales problem. They buy for the reassurance that we've covered all the bases: that your job is done right, that you will be recognized as the most recognized as the most knowledgeable advisor when you recommend benefit solutions to your prospects and clients.

"Next Generation" Technology & Services

We Excel at Risk Management; Administrative Technology; Benefit Management; Cost Containment

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PO Box 531778, CINCINNATI, OH 45253      513.661.7581      This email address is being protected from spambots. You need JavaScript enabled to view it.


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We search out and vet the newest, most innovative technology, products, and administrative resources that deliver a comprehensive benefits management solution, managing your entire healthcare supply chain. We provide benefit administrators and Human Resource managers a total outsourced benefit management solution built around evolutionary "Next Generation" technology and services. Dynamic Group Presentations delivers improved evidence-based, measured financial and clinical outcomes. None of our competitors match our brilliantly conceived, high-performance employee benefits management solution. Culture change begins and members are financially incentivized to choose healthier lifestyles.

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