For Benefits Advisors

The finding that changes the renewal conversation permanently.

Independent price intelligence that makes you indispensable to your clients.

Confidential · April 2026
The Opportunity

Your Clients Are Overpaying.
You Can Prove It.

Self-insured employers are overpaying 15–30% on healthcare and don’t know it. They have their contracted rates. What they don’t have: any way to know if those rates are competitive — because every carrier-aligned repricing tool earns fees on the spread between billed and contracted rates. They have no incentive to flag that the contracted rate itself is above market.

When you bring them data that proves it — and a partner who can fix it — you become indispensable.

$41,000 to $99,000 in recovery opportunities identified from a single utilization report. No claims feed. No BAA required.

How It Works
1

You identify the client

A self-insured or level-funded employer in your book. No minimum size.

2

We do the analysis

They share their utilization report. We benchmark every procedure against market rates, Medicare, and peer employers.

3

Your client saves. You get the credit.

The report goes to your client with your firm’s name on it.

4

You share in the variable fee

On every dollar recovered, we split the variable fee with you. Ongoing.

Value to Your Client / Value to Your Firm
Independent rate benchmarking
Your client sees how their contracted rates compare to peer employers in the same market — from a source with no carrier ties.
Billing error recovery
We find overcharges, upcoding, and adjudication mistakes — and build the case to recover cash or TPA credits.
Co-branded reports
Analysis delivered under your firm’s name alongside ours. Your client knows you found this.
Ongoing revenue share
20–30% of realized savings on every client you refer, ongoing. No minimums — works at 50 employees or 5,000.
First Engagement — 91-Employee Level-Funded Employer (Anonymized)

From a single utilization report — no claims feed, no BAA required — we identified $41,000 to $99,000 in recovery opportunities:

  • Cancer treatment with home infusion billed at nearly 3× the plan norm
  • Lab cost gap — hospital lab at $113/test vs. $9.57 at preferred alternatives
  • Pharmacy utilization with significant unmanaged cost exposure
$455/month. ROI: 2.1× to 3.0×.
Annual engagement fee of $5,460. First finding alone covers two years of fees.
This analysis came from the same aggregate utilization report every broker already receives from the carrier.

“We found something in your client’s utilization data worth a formal review. The cost to engage us is $455 a month plus a share of whatever we recover. The first finding likely covers two years of access fees.”

$800B
wasted annually on U.S.
healthcare admin overhead
65%
of insured workers covered
by self-funded employer plans
~100M
covered lives in the
self-insured employer market
What We Deliver

Price Intelligence

We show employers whether their contracted rates are competitive — something their TPA has no incentive to tell them. We audit the contract, not just the claims. Our benchmark methodology is documented in plain language and available for review — which peers, which metro, how current. No carrier relationships. No conflict of interest.

Claims Analysis

Monthly audit of every claim: billing errors, upcoding, unbundling, TPA adjudication mistakes. We find what was overcharged and build the case to recover it — in cash or TPA credits.

Advisory & Strategy

A dedicated customer success partner at renewal, at renegotiation, at every decision. Fiduciary compliance assessments that produce documented evidence under ERISA Section 404 and the Consolidated Appropriations Act.

How We Engage
Low monthly per-employee fee
Continuous plan monitoring, claims review, and advisory support.
Shared savings on verified recoveries
We earn a share only when money is actually returned to the plan.
Broker revenue share
You share in our variable fee on every client you refer, ongoing.
Fast time-to-value
First utilization analysis within one week of data receipt.
A Shifting Expectation

ERISA fiduciary litigation hit a record pace in 2025, with 22% of class actions naming health plan sponsors. The standard of care is no longer “we relied on our TPA.” The Consolidated Appropriations Act gave employers a statutory right to claims data. The regulatory environment is moving toward transparency and accountability.

The broker who brings this capability keeps the client.

Fully Independent
HIPAA Compliant
BAA with Supabase/AWS • Data De-identified
SOC 2 Aligned