The Benefits Optimization Review
An independent, executive-level review of your entire program. In many organizations, 10 to 30 percent of current healthcare spending may be avoidable. This is how you find out whether that is true for yours.
The Process
20 minutes on Teams. Your goals, your frustrations, your timeline.
Census, claims, invoices and contracts. An NDA is in place first.
Two to three weeks. Cost, funding, pharmacy, compliance and benchmarking.
60 minutes. One written report with dollars attached to every finding.
A prioritized multiyear plan. You decide what to act on.
If a consulting firm charged for this diagnostic, it would typically be a $2,500 to $5,000 engagement. For qualified employers with 20 or more employees, it is complimentary. There is no invoice, no obligation to change brokers, and no requirement to act on the findings.
What Is Reviewed
An independent, executive-level review of your entire healthcare and benefits program.
Where your healthcare dollars go, what is recoverable, how you compare to peers, and where your compliance exposure sits.
Medical and Rx claims, funding arrangement, stop-loss, PBM contract, plan design, contributions, broker scope of services, compliance file and renewal history.
About three to four weeks from data delivery, and roughly 90 minutes of your time in total.
A written executive report, a quantified opportunity list and a multiyear implementation roadmap.
You decide. Act on it internally, take it to your current broker, or engage me. There is no obligation and no invoice.
Problems This Solves
Questions Employers Ask
Six to nine months before your renewal date. That is enough runway to analyze claims, test funding alternatives and negotiate from a position of information rather than deadline pressure.
No. Most reviews begin with no decision made. Many employers use the findings with their existing broker. The analysis is yours either way.
Yes. A second set of eyes on claims, pharmacy contracts and funding costs nothing, and often confirms you are in good shape, which is a useful thing to be able to prove to ownership.
Employers with 20 or more employees, most commonly between 20 and 2,500.
A 20-minute call, an NDA and data exchange, two to three weeks of analysis, and a 60-minute findings presentation with a written report and a prioritized roadmap.
Through standard broker or consulting compensation, only if you engage me, and disclosed in writing before you decide. The review itself carries no invoice.
Next Step
Twenty minutes to see whether a review makes sense for your organization.
20-minute conversation. No cost, no obligation, no sales pitch.