Current plan and renewal
Document employer cost, employee contributions, benefits and network access. Establish the baseline before comparing alternatives.
Illustrative sample · No client data
This sample shows the structure of an employer proposal. Actual recommendations require a census, current benefits, renewal and available plan quotes.
Sample employer brief
Example: a 50-employee business with employees in multiple counties, evaluating its renewal and contribution strategy. No premiums or savings are assumed.
Document employer cost, employee contributions, benefits and network access. Establish the baseline before comparing alternatives.
Compare fully insured, eligible level- or self-funded options, ICHRA / CHOICE and permitted class strategies. Include administration and implementation costs.
Review age, home ZIP, household coverage, affordability, provider continuity and prescriptions. Identify where individual-market choice improves or complicates the experience.
Show the selected funding approach, contribution design, administrator options, required documents, enrollment support and implementation timeline.
Review an interactive, de-identified sample of population, claims and Rx intelligence and how it informs the employer funding decision.
Explore the interactive risk sample