Self Insured Reporting
Self Insured Reporting (SIR) is a US-based SaaS platform that provides analytics, stop-loss filing automation, and financial reporting for self-insured employers and their Third Party Administrators (TPAs), distributed via TPA channel partnerships under parent company Compliance Holdings/Lumelight.
- Company typePrivate
- Founded2016
- HeadquartersGreenville, United States
- Headcount11–50
- GTM typeB2B
- OfferingSoftware
What Self Insured Reporting does
Self Insured Reporting (SIR) is a private US-based SaaS company that provides a reporting, analytics, and stop-loss filing platform to self-insured employers and the advisors/Third Party Administrators (TPAs) who serve them. The company was founded in 2016 and is headquartered in Greenville, South Carolina, with a headcount of 11-50 employees. SIR operates as a product line within Compliance Holdings, LLC d/b/a Lumelight, with Lumelight named as the Licensor in the End User License Agreement. The platform targets the self-funded employer health benefits segment, where employers bear claim risk directly and require consolidated reporting across cost analytics, stop-loss carrier submissions, and broker/reinsurer financial reporting.
The core product, the SIR Platform, is a single integrated SaaS solution comprising three modules: Analytics (cost trend and spending insights), Stop Loss Filing (automated carrier form auto-fill, high-claims alerts, and one-click submissions), and Full Financial Reporting (standardized, compliant reporting for brokers and reinsurers). A Population Health module has also been added. The platform connects to TPA and carrier systems to consolidate data flows and includes licensed American Medical Association CPT content via Lumelight's AMA license. Customer access is gated by a login portal at login.selfinsuredreporting.com, and the product is updated and potentially upgraded automatically during the license term.
SIR's business model is a recurring SaaS subscription with license fees determined through agreements between the customer, their TPA, and Lumelight. Pricing is not publicly disclosed. The go-to-market motion is sales-led, anchored on a demo-request CTA on the company website and supplemented by content marketing. TPAs function as a B2B2B distribution channel, providing employer clients with access to the platform as part of their TPA service offering. No venture funding, named customers, awards, patents, or partnerships are disclosed in the source material, and the company operates exclusively in the United States.
Self Insured Reporting firmographics
Firmographics- Name
- Self Insured Reporting
- Legal name
- Self Insured Reporting, LLC
- Website
- https://selfinsuredreporting.com
- Company type
- Private
- Founded year
- 2016
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Self Insured Reporting (SIR) is a US-based SaaS platform that provides analytics, stop-loss filing automation, and financial reporting for self-insured employers and their Third Party Administrators (TPAs), distributed via TPA channel partnerships under parent company Compliance Holdings/Lumelight.
- Ownership category
- akta.pro rank
Self Insured Reporting industry classification
Industry- Product category
- Healthcare Benefits Reporting Software
- NAICS
- Agencies, Brokerages, and Other Insurance Related Activities (5242)
- SIC
- Hospital & Medical Service Plans (6324)
- akta.pro primary industry
- Self-Funded (ERISA) Employer Plans (HLAEAAAC)
- akta.pro secondary industry
- Policy Administration, Underwriting & Rating Platforms (Core Insurance SaaS) (FSAGAGAB)
Keywords
Where Self Insured Reporting is headquartered
LocationHeadquarters
- HQ city
- Greenville
- HQ country
- United States
- HQ region
- North America
Markets served
Self Insured Reporting business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Operations, Marketing or Sales, Others
Revenue model
- SaaS Platform Subscription: The platform operates as a licensed SaaS solution where customers access the product through agreements with their TPA (Third Party Administrator). The EULA references license fees and recurring access during the term of the agreement. Access is provided remotely with automatic updates and potential upgrades included.
Go-to-market motion1 record
Distribution channels1 record
Marketing channels2 records
Self Insured Reporting product offering
Product offeringCore offering
Self Insured Reporting provides a SaaS platform purpose-built for self-insured employers and benefits advisors that consolidates health plan claim analytics, automated stop loss carrier form filing, and standardized financial reporting for brokers and reinsurers into a single integrated solution. The platform replaces manual, fragmented healthcare reporting processes with proactive cost management tools and one-click submission workflows.
Product overview
Self Insured Reporting (SIR) is a unified SaaS platform purpose-built for self-insured employers and advisors. The platform comprises a core SIR Platform with three integrated modules: Analytics (for cost trend insights), Stop Loss Filing (for automated carrier submissions), and Full Financial Reporting (for standardized compliance reporting). The platform replaces manual healthcare reporting processes with automation, enabling proactive cost management and comprehensive reporting from a single solution.
Differentiator
Problem solved
Functional benefit
Products and services
- SIR Platform SaaS platform purpose-built for self-insured employers and advisors that delivers analytics, stop loss filing, and full financial reporting through a single integrated solution, replacing manual healthcare reporting workflows with seamless automation.
Companies that use Self Insured Reporting
Customer profileSegments2 records
Ideal customer profiles2 records
Self Insured Reporting technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature4 records
Self Insured Reporting partnerships and signals
Strategic signalRecent moves4 records
Expansion highlights4 records
Self Insured Reporting competitors and assessment
Company assessmentDirect peers
- Springbuk: Springbuk is an employer-focused health data and analytics platform that helps self-funded employers and benefits advisors understand spend, utilization, and risk. It is the closest direct competitor to SIR's analytics and reporting offering.
- Pareto Intelligence: Pareto Intelligence is a healthcare analytics platform serving payers, providers, and employers with cost and quality analytics. It overlaps with SIR's employer-side analytics and reporting use cases.
- Artemis Health: Artemis Health (now part of Cotiviti) provides analytics and benchmarking specifically for self-funded employers and their advisors/administrators. It directly competes with SIR's analytics and reporting modules in the same buyer persona.
- Tango Health: Tango Health provides employer benefits compliance, reporting, and analytics, including ACA and self-funded reporting workflows. It is comparable to SIR's compliance-grade financial reporting capabilities.
Broad incumbents
- Quantum Health: Quantum Health is a broader healthcare navigation and care coordination platform used by self-funded employers. While it spans navigation, its analytics and reporting surfaces overlap with parts of SIR's value proposition for large employers.
- Accolade: Accolade provides personalized advocacy and navigation for employer-sponsored benefits, including analytics and reporting modules that compete for the same employer benefits spend.
- Castlight Health: Castlight Health delivers health analytics and navigation for employers and health plans, overlapping with SIR's employer analytics and reporting capabilities but as part of a broader portfolio.
- Collective Health: Collective Health offers an integrated employer health benefits platform including plan administration, analytics, and reporting. It is a broader incumbent serving the same self-funded employer buyer with a wider product portfolio.
- Virgin Pulse (Personify Health): Virgin Pulse / Personify Health is an employer health, wellbeing, and analytics platform with reporting capabilities touching self-funded plan sponsors. It competes for the same employer benefits budget with a broader product portfolio.
Emerging players
- HealthJoy: HealthJoy is a benefits navigation and virtual care platform with employer-facing analytics. It is an emerging player expanding into adjacent reporting workflows used by self-funded employers.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat3 records
Key risks5 records
Key highlights5 records
Customer concentration
Self Insured Reporting financial estimates
Financial estimateRevenue estimate
Valuation estimate
Self Insured Reporting leadership team
Management profileNumber of profiles
Profiles1 record
Self Insured Reporting funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Self Insured Reporting M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Self Insured Reporting
What does Self Insured Reporting do?
Self Insured Reporting provides a SaaS platform purpose-built for self-insured employers and benefits advisors that consolidates health plan claim analytics, automated stop loss carrier form filing, and standardized financial reporting for brokers and reinsurers into a single integrated solution. The platform replaces manual, fragmented healthcare reporting processes with proactive cost management tools and one-click submission workflows.
Is Self Insured Reporting a public or private company?
Self Insured Reporting is a private company. It is classified as corporate owned and is currently operating.
When was Self Insured Reporting founded?
Self Insured Reporting was founded in 2016. It employs 11 to 50 people.
Where is Self Insured Reporting based?
Self Insured Reporting is headquartered in Greenville, United States, in the North America region.
How does Self Insured Reporting make money?
One revenue line is on record: saaS Platform Subscription.
Who are Self Insured Reporting's main competitors?
Direct peers on record are Springbuk, Pareto Intelligence, Artemis Health and Tango Health. Broad incumbents are Quantum Health, Accolade, Castlight Health, Collective Health and Virgin Pulse (Personify Health). HealthJoy is listed as an emerging player.
Does Self Insured Reporting have an API?
No public API is recorded for Self Insured Reporting.
What industry is Self Insured Reporting in?
Self Insured Reporting's product category is Healthcare Benefits Reporting Software. Its primary akta.pro industry code is HLAEAAAC, Self-Funded (ERISA) Employer Plans, with a secondary code of FSAGAGAB, Policy Administration, Underwriting & Rating Platforms (Core Insurance SaaS). Its NAICS code is 5242 and its SIC code is 6324.