admin / command-center
// command_center
Real-time platform health · Open Enrollment 2026 · 62 days remaining
⚠
CRITICAL: 835 claims file for Summit Health rejected — member ID format mismatch on 241 records. Auto-repair attempted, manual review required. SUM-835-20260316.edi
▶
WARNING: Atlas Financial — 820 premium file ATL-820-MAR.edi pending Cigna ACK for 28 hours. SLA breach in 2 hours.
Active Clients
12
↑ +2 this quarter
Lives Covered
284k
↑ 4.2% YoY
OE Enrollment
71.4%
↑ 18% ahead of pace
EDI Errors (48h)
3
Needs attention
Clara Resolution
88%
↑ +11% vs prior
// client_health_matrix
ClientEmployeesOE %EDICasesRenewal
Meridian Corp
12,450
82%
OK0Jan 26
TechBridge Inc
8,912
74%
OK1Mar 26
Summit Health
6,340
61%
Error3Jan 26
Northgate Logistics
5,110
55%
OK0Jun 26
Crestview Energy
4,200
43%
Warn2Jan 26
Atlas Financial
3,850
31%
Pend1Apr 26
// edi_live_feed
834834_Meridian_20260316.ediSent
820820_Atlas_Mar_Prem.ediPending
835835_Summit_Claims.ediError
271271_Elig_BCBS_Resp.ediSent
834834_Northgate_OE.ediSent
// enrollment_timeline
Sep 15, 2025
Plan design finalized
Oct 1, 2025
OE comms deployed
Email + SMS + Clara IVR
NOW — Mar 15, 2026
Open enrollment window
62 days · 71.4% enrolled
Mar 16, 2026
Clara auto-enrollment
Non-responders enrolled in prior plan
Apr 1, 2026
Effective date — 834s to carriers
// open_service_cases7 open
#CSE-00841
Summit Health — 835 file error, member ID mismatch
EDI / Data · Opened 2h ago · Assigned: Dana R.
P1
#CSE-00839
Atlas Financial — 820 premium file ACK not received
EDI / Carrier · Opened 28h ago · Assigned: Tom K.
P2
#CSE-00836
Crestview Energy — New plan design, rate table upload needed
Plan Setup · Opened 3d ago · Assigned: Maria S.
P2
#CSE-00831
TechBridge Inc — ACA reporting config update for 2026
Compliance · Opened 5d ago · Assigned: Jordan M.
P3
// clara_ai_metrics
Chats (MTD)
2.1M
↑ 5.3% YoY
Resolution rate
88%
↑ +11% shift to agentic
IVR deflection
32%
Calls handled without agent
Client NPS
83
97% retention
★
Clara's Insights Agent flagged Atlas Financial as having 34% lower voluntary benefits uptake than peer group. Recommend targeted activation campaign.
// service_cases
Client support queue · 7 open · SLA: 4h P1, 24h P2
#CSE-00841P1 • EDI
Summit Health — 835 claims file rejected, 241 member ID errors
Client: Summit Health · Carrier: UHC · Opened 2h ago · SLA breaches in 2h
Assigned: Dana Rodriguez · Escalated
#CSE-00839P2 • EDI
Atlas Financial — 820 premium ACK not received from Cigna (28h)
Client: Atlas Financial · Carrier: Cigna · Opened 28h ago · SLA breaches in 2h
Assigned: Tom Kaufman
#CSE-00836P2 • Plan
Crestview Energy — 2026 plan design changes, new dental tier requested
Client: Crestview Energy · Plan Year: 2026 · Opened 3d ago
Assigned: Maria Santos · In progress
#CSE-00831P3 • Compliance
TechBridge Inc — ACA reporting update for new employee classes 2026
Client: TechBridge Inc · Deadline: Apr 1, 2026 · Opened 5d ago
Assigned: Jordan Mitchell
#CSE-00828P2 • HRIS
Meridian Corp — Workday integration sync failure, 42 eligibility records not processed
Client: Meridian Corp · System: Workday HCM · Opened 1d ago
Assigned: Dana Rodriguez · Workday ticket opened
// case_sla_health
P1 (4h SLA)1 at risk
P2 (24h SLA)2 at risk
P3 (72h SLA)On track
★
Clara AI is assisting with cases #841 and #839. Clara Governance has flagged both for human review before any automated remediation.
// quick_actions
// edi_file_transfers
ANSI X12 · SFTP · API · Real-time monitoring
Files (30d)
1,284
Success Rate
99.1%
Active Errors
3
Avg Process Time
4.2s
// transaction_log
FilenameTypeClient → CarrierRecordsSizeStatusErrorTime
834_Meridian_20260316.edi834Meridian → BCBS12,4502.1 MBDelivered—2h ago
820_Atlas_Mar_Prem.edi820Atlas → Cigna3,850840 KBPending ACK28h no ACK28h ago
835_Summit_Claims.edi835UHC → Summit3,2411.4 MBErrorID format ERR2416h ago
271_Elig_BCBS_Meridian.edi271BCBS → Meridian892210 KBDelivered—8h ago
834_Northgate_OE_Batch.edi834Northgate → Cigna5,1103.2 MBDelivered—1d ago
837_Claims_Crestview.edi837Crestview → Aetna1,840920 KBDelivered—1d ago
// setup_integration_map
Setup Phase
DoneClient HRIS sync (Workday, SAP, ADP)
DonePlan setup & eligibility rules configured
DoneCarrier EDI spec exchange & mapping
DoneUAT — test 834s validated with all carriers
Ongoing Operations
LiveDaily eligibility change files (834)
LiveMonthly premium billing (820)
ErrorClaims remittance feed (835/837)
LiveReal-time benefit verification (270/271)
LiveACA / 1094-C / 1095-C reporting feeds
Clara — Clara Governance
EDI diagnostic assistant
Agentic
C
I've analyzed the Summit Health 835 error. 241 records have member IDs in format MBR-XXXXXX but UHC expects XX-XXXXXXXX. I can auto-reformat and re-stage the file for your review before resubmission.
JM
Can you show me the impacted records before you re-stage?
C
Pulling the 241 flagged records now. I'm also cross-checking against the last approved 835 mapping spec for UHC. I'll have a diff view ready in 30 seconds.
// ai_intelligence_console
Clara Intelligence · Clara AI™ · Multi-agent architecture · Clara Knowledge Graph
★ Clara AI™
Chat Sessions (2025)
750K+
150,000 sessions
Autonomous Resolution
80%
Intentional — not forced containment
Clara Enroll Adoption
40.5%
Chose AI-recommended plan
Service CSAT
96%
Clara Agent™ + human touch
// clara_intelligence_frameworkClara AI™
🌟
Clara Enroll™
Personalizes plan recommendations using claims, cost, and preference data. 87% query resolution, 40.5% follow AI recommendation. Reduces enrollment session time 75%.
Active
💬
Clara
Multi-agent architecture: retrieves plan content, applies eligibility context, routes to fastest resolution. 80% autonomous rate — by design, not containment.
Active
👥
Clara Agent™
Analyzes service calls in real time — surfaces plan rules, member history, sentiment from prior interactions. CSAT climbs to 96% with Clara Agent™ enabled.
Active
📊
Clara Insights™
Plain-language questions → instant dashboards. "Show me HDHP adoption trends" becomes real-time visualization. Integrates claims, demographics, utilization. Launching 2026.
2026
✅
Clara AI™ Governance
Transparent, reliable, accountable. Ongoing feedback loops from HR leaders and employees. AI earns trust — not forced at the expense of human support.
Framework
Clara Intelligence
Clara AI™ · Admin Mode · Multi-agent
Clara Insights™
C
Good morning, Jordan. Clara here, your AI benefits agent. I've analyzed overnight platform activity: 3 EDI alerts, 7 open cases, and Atlas Financial's OE engagement is 34% below peer benchmark. I can surface this as a real-time dashboard or draft a targeted engagement plan. Which would you like first?
JM
Show me HDHP adoption trends for all clients, then fix Atlas.
C
HDHP adoption: Meridian 38% ↑, TechBridge 29% (peer avg 34%), Atlas 22% ↓ — claims data shows Atlas employees have low predicted utilization, ideal HDHP candidates. Root cause: 68% haven't opened comms, 84% are mobile-only, push not yet enabled. Clara Enroll's engagement engine recommends: enable mobile push, deploy personalized plan comparison at 11am local, add home-page task card. Projected lift: +22% in 5 days. Initiating now?
JM
Yes. Also confirm the 835 error for Summit is being monitored by Clara AI governance.
C
Atlas campaign activated. On Summit's 835: Clara AI Governance has flagged the auto-repair for human review before resubmission — it won't fire autonomously. This is by design: AI handles the analysis, humans approve sensitive data corrections. I've assigned it to Dana R. with full diff view ready.
// plan_management
Configure plans · Rate tables · Eligibility rules · Carrier specs
// active_plan_catalog
Plan NameClientTypeCarrierGroup IDEnrolleesPremium (EE)Status
HDHP + HSA Gold 2026Meridian CorpHDHPAetnaGRP-AET-294014,820$198/moActive
PPO Classic 2026Meridian CorpPPOBCBSGRP-BCBS-112404,210$342/moActive
EPO Plus 2026TechBridge IncEPOUHCGRP-UHC-881233,100$275/moActive
Dental PremierAll ClientsDentalPrincipalGRP-PFG-55901142,000$28/moActive
Vision Select 2026All ClientsVisionVSPGRP-VSP-2204198,200$8/moActive
Crestview Dental Tier 2Crestview EnergyDentalCignaGRP-CIG-NEW—TBDDraft
// carrier_feed_status
Real-time API health · EDI agreements · 6 carriers · Connectivity monitoring
Live Carriers
5 / 6
UHC degraded
Avg API Latency
58ms
↑ within SLA
EDI Files (24h)
18
16 ACK'd, 2 pending
Active Connections
22
Across all clients
SLA Compliance
98.3%
MTD
// carrier_api_health_tableReal-time
CarrierLinesClientsProtocolLatencyUptime (30d)Last FileLast ACKStatusActions
BCBS
BlueCross BlueShield
Medical4API + SFTP42ms99.9%2h ago2h ago● Live
AET
Aetna / CVS Health
Medical + Rx3API + SFTP38ms99.9%2h ago2h ago● Live
UHC
UnitedHealthcare
Medical + Dental3API + SFTP210ms97.2%6h agoDelayed● Degraded
CIG
Cigna
Medical + Vision2API + SFTP55ms99.9%4h ago4h ago● Live
MET
MetLife
Life + Disability6API only61ms99.8%1h ago1h ago● Live
PFG
Principal Financial
Dental + Vision4SFTP only72ms99.7%3h ago3h ago● Live
// edi_spec_agreements
💡
BenefitIQ sends enrollment changes via both SFTP EDI and real-time API. BenefitIQ-powered dependent verification audits automatically flag ineligible dependents before 834 transmissions, reducing error rates and protecting carrier data integrity. Clara Enroll™ guides employees through plan selection before elections hit the carrier feed — reducing post-enrollment change requests.
BenefitIQ
Sender ID: BIQ-ADM-001 · ANSI X12 5010 · 834, 820, 270/271, 837
Active
BenefitIQ
Clara Enroll™ · Dependent verification · ACA reporting · Clara AI™
AI Layer
BenefitIQ Global
Payroll-native 834 feeds · Real-time deduction sync · 150+ countries
Integration
// incident_log
CarrierTypeStartedImpactStatus
UHCHigh latency APIMar 16 08:143 clients delayed ACKsInvestigating
MetLifePlanned maintenanceMar 12 22:002h window, all ACKs queuedResolved
BCBS271 format updateMar 8 09:00Clara auto-detected & fixedResolved
// client_accounts
12 active employers · 284k lives · $48.2M annual premium
// account_overview
ClientIndustryEmployeesPlansOE ProgressEDIOpen CasesRenewalClara Chats (7d)
Meridian CorpHealthcare12,4508
82%
OK0Jan 264,812
TechBridge IncTechnology8,9126
74%
OK1Mar 263,214
Summit HealthHealthcare6,34010
61%
Error3Jan 262,901
Northgate LogisticsLogistics5,1105
55%
OK0Jun 261,840
Crestview EnergyEnergy4,2007
43%
Warn2Jan 26980
Atlas FinancialFinance3,8509
31%
Pend1Apr 26612
// aca_compliance_center
ACA measurement · 1094-C / 1095-C generation · State mandates · Audit-ready reporting
💡
Clara Intelligence has auto-detected 3 employees approaching the 130-hour ACA full-time threshold at Northgate Logistics. Measurement period closes in 14 days. AI-generated draft 1095-Cs are ready for HR review before IRS transmission.
Total ALE Clients
9
50+ FTE threshold
1095-Cs Generated
281,840
✓ Auto-generated
Pending Review
3
Near threshold
IRS Transmissions
8 / 9
Northgate pending
State Mandates
6
CA, MA, NJ, RI, VT, DC
// measurement_period_trackerLook-Back Method
ClientMethodPeriodFT EmployeesPart-TimeNear Threshold1094-C Status1095-C Status
Meridian CorpLook-back 12moJan–Dec 202511,8406100✓ Filed✓ Distributed
TechBridge IncLook-back 12moJan–Dec 20258,4125000✓ Filed✓ Distributed
Summit HealthMonthlyJan–Dec 20255,9803600✓ Filed✓ Distributed
Northgate LogisticsLook-back 12moJan–Dec 20254,8922183In ReviewDrafts Ready
Crestview EnergyLook-back 12moJan–Dec 20253,9402600✓ Filed✓ Distributed
Atlas FinancialMonthlyJan–Dec 20253,6202300✓ Filed✓ Distributed
// clara_aca_intelligence
✦
AI auto-generates all 1095-C codes (Lines 14, 15, 16) based on offer of coverage, affordability safe harbor, and enrollment data. Reduces manual coding from weeks to hours.
Auto1095-C Line 14 — Offer of Coverage codes (1A–1I)
Auto1095-C Line 15 — Employee required contribution
Auto1095-C Line 16 — Safe harbor codes (2A–2I)
Auto1094-C Part III — Certifications of Eligibility
AIAffordability test: FPL, W-2, rate of pay safe harbors
AIState mandate reporting: CA FTB, MA HIRD, NJ, RI, VT, DC
// aca_compliance_calendar
Jan 31, 2026
1095-C distribution to employees
281,840 distributed · paper + electronic
Mar 31, 2026
IRS electronic filing deadline (1094-C + 1095-C)
8 of 9 filed · Northgate in review
Apr 1, 2026
New measurement period begins (2026 plan year)
Ongoing
Monthly ALE determination monitoring
AI flags employees crossing 130-hr threshold
// cobra_administration
Qualifying events · Notice generation · Election tracking · Premium billing · Compliance calendar
⚠
Priya Sharma (Meridian Corp) — COBRA election window closes in 7 days (Mar 23, 2026). No election received. Automated final notice sent via email + USPS. Clara has flagged for human follow-up per compliance SLA.
Active COBRA Members
142
Pending Election (30d)
8
Election window open
Premium Collection Rate
94.4%
QEs This Month
12
Terminations, divorces, aging-off
Compliance Risk
Low
All notices in SLA
// qualifying_event_queueAuto-processed by Clara
EmployeeClientQE TypeQE DateNotice DueNotice SentElection WindowStatus
Priya SharmaMeridianTerminationMar 8Mar 22✓ Mar 10Closes Mar 23⚠ Final Notice
Marcus JohnsonMeridianNew HireMar 10N/AN/AN/AActive coverage
Robin CarrTechBridgeDivorceMar 2Mar 16✓ Mar 14Closes Apr 1Elected
Tyler AdamsSummitAged-off (26)Feb 28Mar 14✓ Mar 12Closes Apr 28Waived
Keiko TanakaCrestviewTerminationFeb 14Feb 28✓ Feb 24Closed Mar 14On COBRA
// cobra_billing_summary
Active COBRA Members
142 across 6 clients · avg $698/mo premium
$99,116
Collected This Month
134 of 142 paid · 2% admin fee included
$93,570
Outstanding / Past Due
8 members · grace period ends Mar 30
$5,584
💡
Clara auto-generates premium invoices, tracks payments, sends grace period notices, and terminates coverage for non-payment — all within DOL compliance windows. Zero manual intervention required.
// cobra_compliance_rules
AutoGeneral Notice — within 90 days of coverage start
AutoElection Notice — within 14 days of QE notification to plan
Auto60-day election window — tracked per beneficiary
Auto45-day first premium grace period
Auto30-day subsequent premium grace periods
Auto18/29/36-month continuation tracking
AISecond qualifying event detection & extension
AIMedicare entitlement monitoring for early termination
// eoi_workflow_center
Evidence of Insurability · Carrier SSO · In-enrollment collection · Decision notification · Auto payroll update
💡
EOI workflows are saving an average of 15–30 minutes per decision by collecting evidence directly within the enrollment experience via carrier SSO — eliminating external websites, paper forms, and manual payroll follow-up.
EOI Requests (MTD)
284
During OE window
Auto-Approved
198
70% straight-through
Pending Carrier Review
74
Avg 3.2 days
Declined / Modified
12
Auto-adjusted in payroll
// active_eoi_queue
EmployeeClientBenefitCarrierCoverage AmtGI LimitEOI MethodDecision
Sarah ChenMeridianSupplemental LifeMetLife$500K$200KSSO Completed✓ Approved
David LiuMeridianCritical IllnessGuardian$50K$30KSSO In ProgressPending 2d
Amy ParkTechBridgeSupp. Life EEPrudential$750K$300KSSO CompletedPending 1d
James OkaforSummitLTD Buy-UpLincoln70%60%API Submitted✕ Declined
Nina PatelAtlasVoluntary Spouse LifeVoya$150K$100KSSO In ProgressPending 3d
// carrier_eoi_integrations
EOI SSO + Decision Notification
LiveGuardian
LiveLincoln Financial
LiveMetLife
LiveNew York Life
LivePrudential
LiveSun Life
LiveVoya
API OnlyReliance Matrix
EOI SSO Only
SSOThe Standard
// eoi_auto_workflow
1Employee elects coverage above guaranteed issue during enrollment
2EOI form launches in-flow via carrier SSO — no external site, no new login
3Carrier returns decision via API — approved, pending, or declined
4HR and employee notified automatically of decision
AICoverage and payroll deduction updated automatically — no manual follow-up
AIDeclined: Clara adjusts election to GI limit and notifies employee
// carrier_api_and_marketplace
Plan Configuration API · Auto-pull rates & rules · Partner Marketplace · Point solutions
// plan_configuration_apiIndustry First
💡
The Plan Configuration API auto-pulls plan designs, rates, and eligibility rules directly from carrier systems — eliminating manual data entry, reducing setup errors, and keeping plan data in sync year-round. Configure once with confidence.
Live Carrier Connections
CarrierPlan Config APIBilling APILast SyncPlans PulledStatus
Aflac✓ Live✓ Live2h ago14In Sync
Ameritas✓ Live✓ Live4h ago8In Sync
Guardian✓ Live✓ Live1h ago22In Sync
MetLife✓ Live✓ Live2h ago18In Sync
The Hartford✓ Live✓ Live3h ago11In Sync
Unum✓ Live✓ Live5h ago9In Sync
AetnaEDI Only✓ LiveNightly31Manual Config
BCBSIn ProgressEDI OnlyNightly28Q3 2026
⚙
When a carrier updates rates mid-year, the Plan Config API auto-detects the change, flags impacted groups, and stages an updated configuration for admin review before it goes live. Clara validates against existing eligibility rules and flags any conflicts.
// partner_marketplace80+ Partners
Point Solutions by Category
🏠 Mental Health & Wellbeing
Headspace Health
Meditation + EAP
Spring Health
Mental health platform
Calm Business
Stress management
💊 Pharmacy & Rx
GoodRx Business
Drug cost savings
Amazon Pharmacy
Rx delivery
Mark Cuban Cost+
Generic pricing
📈 Chronic Condition Management
Livongo / Teladoc
Diabetes, hypertension
Hinge Health
MSK & physical therapy
Omada Health
Diabetes prevention
💰 Financial Wellness
Origin Financial
Financial planning
Brightside
Financial counseling
Student Loan Hero
Student debt
🕐 Fertility & Family
Progyny
Fertility benefits
Cleo
Family & parenting
Carrot Fertility
IVF + surrogacy
// client_onboarding
New client implementation · AI-assisted data ingestion, payroll setup & go-live
⚠
Wex Health Inc. onboarding is Day 18 of 90 — Phase 2 (Data Ingestion) in progress. 3 payroll interfaces awaiting validation. Clara flagged 2,841 census records needing SSN masking review. View client →
Active Onboardings
3
↑ 1 this quarter
Avg Go-Live Days
62
↑ 12d faster than industry
Clara Automation
78%
of tasks auto-completed
Data Quality Score
94.2%
⇩ 2 issues open
Completed (YTD)
11
100% on-time
// active_onboardings3 in flight
ClientPhaseDayGo-LiveHealthClara
Wex Health Inc.
8,200 EEs · Workday
 Phase 2 — Data 18 / 90 Jun 2, 2026 ● 2 issues 78% auto
Summit Financial
3,100 EEs · ADP
 Phase 4 — UAT 71 / 90 Apr 15, 2026 ● On track 91% auto
Crestview Energy
5,800 EEs · SAP
 Phase 1 — Discovery 4 / 90 Jul 1, 2026 ● Setup 12% auto
// onboarding_phases
1
Discovery & Kickoff
Client profile, benefit plans, carrier connections, payroll mapping — Days 1–10
Days 1–10
2
Data Ingestion & Validation
Census upload, dependent data, payroll interfaces, eligibility rules — Days 11–40
Days 11–40
3
Carrier & Payroll Configuration
EDI spec agreements, rate loading, deduction codes, benefit plan rules — Days 41–60
Days 41–60
4
UAT, Testing & Sign-Off
Parallel run, employee portal testing, admin training, HR sign-off — Days 61–85
Days 61–85
5
Go-Live & Hypercare
Production cutover, first EDI cycles, enrollment monitoring, 30-day support — Days 86–90+
Days 86–90+
// clara_onboarding_intelligenceClara AI™
✓Clara Enroll™ Configuration
Auto-maps plan designs to employee eligibility classes. 91% of benefit rules loaded without manual entry across last 8 clients.
📄Census Intelligence
Ingests raw census files in any format. Auto-detects columns, validates SSNs, flags duplicates, maps to BenefitIQ schema. Handles Excel, CSV, SFTP, API feed.
🔗Payroll Interface Builder
Clara reads employer payroll spec, auto-generates deduction code mappings and 834 payroll-native EDI. Supports Workday, ADP, SAP, Ceridian, Paylocity, and custom formats.
👥Carrier Connect Auto-Config
Auto-pulls group numbers, plan codes, and EDI specs from carrier portals. Generates trading partner agreements in minutes.
📋Parallel Run Monitoring
Compares prior admin data vs BenefitIQ in real time. Surfaces discrepancies before go-live. Avg 0.3% variance rate across implementations.
// recent_milestones
✓
Wex — Census file ingested
8,200 employees · 94.2% quality · Clara flagged 2,841 records
Today, 09:14
⚠
Wex — Workday payroll interface: 3 codes unmapped
FSA, DCAP, Supp Life deduction codes need HR confirmation
Today, 08:30
✓
Summit — UAT sign-off: Medical plans
All 3 medical plan configurations approved by HR
Yesterday
✓
Summit — Aetna EDI test file: 999 ACK received
Trading partner agreement live · Ready for production
Mar 14
○
Crestview — Discovery kickoff call
SAP integration spec received · Carrier list confirmed
Mar 12
// retention_intelligence
AI-powered client health scoring · Sentiment analysis · Churn risk detection · 12 active clients
⚠
2 clients at high churn risk — Atlas Financial (score: 38) and Northgate Logistics (score: 52) show deteriorating sentiment and elevated service case volume over the past 60 days. Clara recommends immediate executive outreach. View Action Plan →
Portfolio Health
74
⇩ 3 pts vs last qtr
Avg Sentiment
6.8/10
Neutral trending
High Risk Clients
2
Action required
At Watch
3
Monitor closely
Healthy
7
↑ 1 this quarter
Renewal Risk ($)
$8.4M
ARR at risk
// client_retention_scores
Composite retention score (0–100) · 8 weighted dimensions · Updated daily by Clara
Sort:
Client Score Sentiment Clara Chats Call Vol Case Load Adoption Renewal Risk
Atlas Financial
3,850 EEs · HDHP · Renews Apr 2027
38
● 3.2/10
Frustrated
47% neg
⇩ -22% sat
⇧ 340%
vs baseline
14 open
3 SLA breach
41%
⇩ portal use
Apr 2027
12 mo out
 ⚠ HIGH
Northgate Logistics
5,110 EEs · PPO · Renews Jun 2027
52
● 5.1/10
Mixed
28% neg
Billing confusion
⇧ 180%
vs baseline
9 open
1 SLA breach
58%
Flat trend
Jun 2027
15 mo out
 ⚠ HIGH
Summit Financial
3,100 EEs · ADP · Renews Apr 2026
63
● 6.1/10
Neutral
18% neg
OE confusion
⇧ 90%
vs baseline
6 open
All in SLA
72%
⇧ improving
Apr 2026
⚠ 1 mo out
 WATCH
TechBridge Inc
8,912 EEs · EPO · Renews Mar 2027
67
● 6.6/10
Neutral
14% neg
Stable
⇧ 40%
vs baseline
4 open
All in SLA
81%
Strong
Mar 2027
 WATCH
Meridian Corp
12,450 EEs · HDHP+HSA · Renews Jan 2027
89
● 8.7/10
Positive
92% pos
⇧ +18%
⇩ -24%
vs baseline
2 open
All in SLA
94%
Top 10%
Jan 2027
 ✓ HEALTHY
Crestview Energy
5,800 EEs · SAP · Renews Jul 2026
81
● 8.1/10
88% pos
⇩ -15%
1 open
87%
Jul 2026
 ✓ HEALTHY
Showing 6 of 12 clients