BNI

B & I Money Management specializes in handling the daily monetary and medical insurance issues on an individual basis. We will complete work for you at your residence, via fax or overnight mail. All client information is confidential. B & I Money Management is certified as an active member of the American Association of Daily Money Managers. Our services include:

Personal Money Management
	Bill payment manual or online
	Reconcile bank statements
	Formulate and maintain a budget
	Track investments
	Make bank deposits
	Sort mail
	Organize financial records for tax return preparation
	Ensure tax return is mailed on time with appropriate check attached
	Analyze all statements for incorrect billing
	Tutoring for financial software
	Input essential historical information on financial software

Monitor Medical Insurance Issues
	Analyze client's health insurance plan to determine coverage and out of pocket expenses
	Oversee insurance benefits payments
	Review medical bills
	Contact insurance company to resolve claim issues
	File claims with primary and secondary health insurance companies
	Contest denial of benefits