Allegiance [ NEWEST Solution ]

: Analyzes sustainer retention and donor roll-over from year to year.

Employers managing benefit plans through Allegiance Benefit Plan Management can run census and enrollment data reports.

: Allows employers to view real-time enrollment data by coverage type. Allegiance

: Most reports can be exported to Excel for further internal analysis.

: Individual members can access their own claim reports and plan documents through the member portal. 📈 Financial and Lobbying Reports : Analyzes sustainer retention and donor roll-over from

: Provides a grand total of accounts worked and the resolution status of those funds. Fundraising and Donor Reports

: Tracks whether open pledges are paid on time; it is crucial for auditing and identifying accounts that need attention. : Most reports can be exported to Excel

: Offers multiple styles like "Detailed Fulfillment" (breaks down pledged vs. overdue totals) or "Dollar per Minute" (displays pledge efficiency). 🏥 Employer and Health Plan Reports