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Case Study: Sana scales healthcare payment operations with Modern Treasury

Sana Case StudySourced & dated by Case Study Desk
Key facts · TL;DR
Company
Sana
Industry
Healthcare
Challenge
Self-insured health plans require accurate, scalable payment reconciliation
Headline result
Sana processes $40M+ a year and saves $150k avoiding a homegrown system

Key results

$40M+
Payments processed annually
1,000+
Payments reconciled per customer monthly
$150k
Annual savings
vs homegrown solution

The challenge

Sana provides self-insured health care and employee benefits to small and medium businesses, covering 230 businesses and more than 8,000 employees. Initiating, tracking, and reconciling premium and provider payments at scale is difficult, and in healthcare there is little room for error.

The solution

Sana chose Modern Treasury to automate the complex payment flows involved in administering health insurance plans, integrating payments directly into its platform to fund and track premium payments from employers and reimbursements to providers, with real-time monitoring via the web app.

It used to take us three days each month to get through a close and reconciliation process.

WY
Will Young
Co-founder, Sana

The results, in context

According to Modern Treasury's published case study, Sana processes more than $40M in payments annually and reconciles over 1,000 payments per customer every month. By avoiding the maintenance and support of a homegrown payment operations solution, Sana reports $150k in annual savings.

Products used

Modern Treasury Payments