How It Works

A clear, collaborative process from first conversation through ongoing plan management.

  1. 1. Discovery & Goals

    We start with a conversation about your current plan, pain points, and goals. We look at your demographics, claims trends, and renewal history where available.

  2. 2. Strategy & Design

    Based on what we learn, we develop plan design options, carrier or PBM strategies, and stop-loss approaches tailored to your needs.

  3. 3. Market Review & Negotiation

    We engage carriers, PBMs, and stop-loss partners to obtain competitive proposals and negotiate on your behalf.

  4. 4. Implementation & Enrollment

    Once decisions are made, we work alongside your HR and vendor partners to implement changes and support employee communication and enrollment.

  5. 5. Ongoing Support & Analytics

    Throughout the year we monitor results, review emerging issues, and adjust strategies as needed.

  6. 6. Renewal Planning

    Well before renewal, we bring data, options, and recommendations so you can make informed decisions with time to spare.

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