FundPoint

Fund administration, off the mailbox

A fund administrator runs every agenda, statutory filing, billing cycle, and disclosure round for a portfolio of self-insured health insurance funds — today out of a shared inbox, a network drive, and memory.

FundPoint models the one object all of that work shares: a dated obligation with an owner, a required artifact, and a review chain.

funds
6
member entities
41
statutory obligations
20

Prototype for review. Every record is illustrative — no real fund data appears here.

Choose where you work

Each role opens into its own team, fund scope, and fixed Home view.

Executive Director

Executive oversight, approvals, and cross-fund accountability.

Client Services

Member and broker support, agreements, distributions, and follow-up.

Implementation

Member onboarding, enrollment readiness, and cross-team handoffs.

Data Team

Data intake, validation, rate production, and reporting support.

Accounting

Billing approvals, voucher processing, adjustments, and fund reporting.

Sales

Business development, proposal coordination, and renewal follow-up.