Brian.Pinto

Contact

Referred, or exploring on your own?

Most employers arrive here through a CPA, attorney or peer who suggested a Benefits Optimization Report. Either path begins the same way: a 20-minute conversation.

Referred for a Benefits Optimization Report?

For employers, CFOs and HR leaders

Mention who introduced you and the conversation starts there. You receive a written Benefits Optimization Report with dollars attached to every finding and a multi-year roadmap you own. Learn whether a Benefits Optimization Report makes sense for your organization. No cost. No obligation.

Schedule a 20-Minute BOR ConversationSee what the BOR includes

For CPAs and accounting firms

Discuss the Benefits Optimization Alliance, including the referral process and the documented revenue share agreement.

Schedule a Benefits Optimization Alliance DiscussionSee the alliance program

Direct contact

What happens after you reach out

  1. 01Discovery. A 20-minute conversation about your objectives, concerns and timing.
  2. 02Data Collection. Relevant plan, claims, pharmacy, financial, vendor and contract information, under an NDA.
  3. 03Analysis. Financial optimization, benchmarking, funding, pharmacy, compliance and predictive population health analysis where applicable.
  4. 04Executive Findings. A 60-minute executive presentation accompanied by the written Benefits Optimization Report.
  5. 05Strategic Roadmap. Prioritized recommendations and a multi-year strategy. You receive the written report and decide what happens next.