Find the Gaps. Fix the Issues. Strengthen the Case.
CaseBuilt provides targeted audits and cleanup support for new, existing, and inherited benefit administration cases, helping identify configuration, eligibility, file, payroll, and reconciliation issues before they create larger downstream problems.
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A focused review of the details that create downstream issues.
Configuration, eligibility, deductions, carrier data, and billing all have to agree. CaseBuilt audits the points where those systems intersect and helps identify what needs to be corrected.
A practical audit focused on what can actually go wrong.
Benefit administration systems contain interconnected rules, elections, deductions, files, and effective dates. A small setup issue can affect payroll, carrier eligibility, billing, or the employee experience.
Our audit work is built around identifying discrepancies, prioritizing corrections, and helping move the case back into a dependable operating state.
- Benefit configuration audits
- Eligibility and class rule reviews
- Enrollment audits
- Carrier file validation
- Payroll deduction audits
- Enrollment-to-carrier reconciliation
- Billing reconciliation
- Data discrepancy identification
- Pre-open enrollment reviews
- Post-implementation validation
Inherited Cases
We can step into existing cases built by another team, assess current configuration, and identify areas that require cleanup or correction.
Pre-Enrollment Review
Audit the case before renewal or open enrollment to reduce avoidable issues during the highest-volume period of the year.
Post-Launch Validation
Confirm that elections, files, deductions, and downstream data are operating as intended after implementation or enrollment.
Identify. Prioritize. Correct. Validate.
Assess
Review the current environment, source data, configurations, files, and known issues.
Prioritize
Separate critical errors from lower-risk cleanup and create a practical correction plan.
Correct
Implement approved changes and coordinate required updates with platforms, carriers, payroll, or vendors.
Validate
Re-test the corrected workflows and data to confirm the issues have been resolved.
You do not need to rebuild everything to get control of the case.
A targeted audit can provide clarity on what is working, what is not, and what needs attention next. Audit and cleanup engagements are scoped separately based on case complexity and the depth of review required.
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