How SBMA Simplified PCORI
Filing for 3,300+ Employer
Clients
with a Complimentary Simple720 Portal
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Client Overview:
SBMA has over 3,300 employers as clients and was in need of a solution that would be able to assist in completing their PCORI filing needs without causing too much burden on their side.
Every year, the applicable self-insured health plan sponsors have to file Form 720 and pay the PCORI Fee on or before July 31.
For most employers, filling up the PCORI form is a bit difficult because they do not know what plan year they should consider, what is the appropriate PCORI Rate for that year, how to determine the average number of covered lives, how to make payments, and whether to file it electronically or on paper.
If one is a benefit administrator or broker who deals with hundreds or thousands of employer clients, the task gets more difficult.
PCORI season often means:
- Sending repeated reminders
- Answering the same filing questions
- Collecting missing client information
- Tracking filing completion status
- Helping employers avoid missed deadlines
The Challenge
Assisting Thousands of Employers to File PCORI Forms without Increasing Administrative Burden
The existing process created several challenges:
Clients needed a simpler filing experience
Many employers were unfamiliar with PCORI requirements and needed guidance on:
- Applicable filing requirements
- Plan year and policy year selection
- Covered lives calculation
- PCORI fee calculation
- IRS payment process
- Filing completion steps
Without a guided workflow, clients often needed additional support to complete their filings correctly.
That was the challenge for SBMA, which assisted innumerable employer groups in handling their compliance-related matters.
SBMA needed better client visibility
Managing thousands of employer clients required an efficient way to understand who had started filing, who had completed filing, which clients still needed assistance, and the overall filing progress during the deadline season.
Manual filing was not scalable
Traditional paper-based filing required completing Form 720 manually, printing documents, obtaining signatures, mailing forms, and managing separate IRS payment processes. For thousands of employers, this approach created unnecessary complexity and administrative effort.
Deadline management required a better process
With the July 31 PCORI deadline approaching, SBMA needed a more organized solution to help clients complete their filings on time without overwhelming their support team.
The Simple720 Solution
A Complimentary Custom PCORI Filing Portal Designed for SBMA
Simple720 developed a free custom PCORI filing portal for SBMA and their employer customers.
This portal enabled SBMA to have a dedicated, easy-to-share filing link for employers to file their PCORI via Simple720’s authorized Form 720 e-filing system.
Rather than having employers fill out Form 720 on their own, SBMA was able to offer a tailored online solution to the PCORI form filling process.
What the Portal Included
A Custom Client Filing Link
SBMA received a dedicated PCORI filing portal link that could be shared directly with employer clients.
Through this portal, clients could enter or confirm business information, contact details, plan information, number of covered lives, and IRS payment information. This gave employers a simple starting point without requiring them to search for filing instructions or forms.
Guided PCORI Filing Workflow
The Simple720 portal guided clients through each required step of the filing process, including plan year information, plan or policy type selection, average number of covered lives, automatic PCORI fee calculation, business details, and IRS payment information. The guided workflow reduced confusion and helped employers complete their filings accurately.
IRS-Authorized Electronic Filing
Simple720 provided SBMA clients with a secure electronic filing experience through its IRS-authorized Form 720 e-file platform.
Employers were able to:
- Complete PCORI filing online
- Submit their return electronically
- Avoid paper filing requirements
- Receive electronic filing confirmation
No Paperwork or Mailing Required
The digital filing process eliminated the need for printing forms, manual signatures, mailing documents, and additional IRS form handling. Employers could complete the entire filing process online.
Direct IRS Payment Support
It was possible for clients to submit their payment information securely while going through the filing process, thereby making it possible for the PCORI fee payment to go directly to the IRS.
Filing Confirmation
Upon the successful completion of the filing process, clients were given confirmation of their PCORI filing. This gave assurance to the employers that their filing was done before the deadline.
Administrative Visibility for SBMA
Through Simple720, SBMA gained visibility into their clients’ filing activity. This allowed the team to better track how the filings were going and offer assistance when needed.
The Momentum
Turning a Complex Compliance Requirement into a Simple Digital Experience
The biggest advantage was simplicity. SBMA did not need to build its own filing software, maintain IRS e-file infrastructure, create a PCORI workflow, manage filing calculations, or handle thousands of individual client questions manually. Simple720 managed the technology, compliance workflow, and filing process while SBMA provided its clients with a professional and reliable filing solution.
For employers, the process became simple:
- Click the SBMA PCORI filing link
- Enter required business and plan information
- Review calculated PCORI fee
- Submit electronically to the IRS
- Receive filing confirmation
SBMA’s PCORI Filing Challenges and Simple720’s Digital Solutions
The Results
Supporting 3,300+ Employer Clients Through a Scalable PCORI Filing Solution
With Simple720, SBMA was able to provide its employer clients with a dedicated online PCORI filing experience through a complimentary portal.
The solution helped SBMA:
- Simplify PCORI filing for thousands of employers
- Reduce repetitive client support questions
- Eliminate paper filing confusion
- Provide an IRS-authorized electronic filing option
- Improve visibility into client filing progress
- Create a smoother deadline-season experience
- Support thousands of employers without developing internal filing technology
A Complimentary PCORI Portal for Organizations Managing Multiple Filings
Simple720 provides complimentary PCORI filing portals for qualified organizations including benefits administrators, brokers, third-party administrators (TPAs), payroll providers, HR platforms, and employer groups managing multiple entities. The portal allows organizations to provide clients or member employers with a simple, professional online PCORI filing experience.
Who Benefits from a Simple720 PCORI Portal?
A complimentary portal is ideal for organizations that support multiple employer groups, manage benefits administration for clients, need an easier way to send PCORI filing reminders, want visibility into client completion status, want to eliminate paper Form 720 processes, and prefer a secure IRS-authorized e-file solution.
Why Benefits Teams Choose Simple720
Simple720 helps organizations transform PCORI filing from a manual compliance task into a streamlined digital experience.
Organizations use Simple720 for:
- Custom PCORI filing portals
- Broker and TPA workflows
- Employer group filing links
- Bulk client filing support
- Administrative tracking dashboards
- IRS-authorized Form 720 e-filing
- Direct IRS payment support
- Client filing confirmations
Whether you support 25 clients or 3,000+ employer groups, Simple720 helps you deliver a faster, easier, and more professional PCORI filing experience.
Looking for a Better Way to Help Clients File PCORI?
For organizations that have several employers doing the PCORI filing, Simple720 is able to design a custom filing portal for free based on your needs.
Give your clients a filing URL, follow their progress while tracking it, and guide them through the process of completing IRS Form 720 PCORI filing online.
Simple720 will help brokers, benefits administrators, TPAs, and employer groups to do PCORI filings more easily without having to set up and maintain any filing system yourself.
Contact Simple720 today to request your complimentary PCORI portal.