TPA Audit Request Builder Reviews & Product Details

Best for US HR benefits managers at self-funded employers of 100 to 2,000 employees. A deterministic clause-pattern tool for TPA administrative services agreements. Paste the audit, data-access, record-ownership or confidentiality section and a claims summary. The free read returns a scored audit-readiness sheet, the top blocking clauses, the one question to ask the TPA on the phone and the rights the text gives the plan. The paid pack adds every finding with its public source, the word-for-word written request, the response diagnostic, a dated escalation calendar through renewal, the document list, the sample worksheet and the counsel brief. The library is 29 cited blocking patterns from public testimony and public guidance, not a model. Free clause read; full request pack USD 199 one off; quarterly re-check USD 79 a month. Built by The Art of Service, publishing compliance and governance material since 2000.