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Proactive plan changes

Proactive vs Reactive

Make insightful decisions throughout the year, rather than being reactive at renewal time. By spotting trends early, together you and your advisor have the opportunity to adjust course mid-year and make proactive plan changes.

Analytics updated monthly

Updated Monthly

No more waiting until renewal time to review your plan’s performance. Our carrier partners securely send us detailed, transaction-level claim records on a monthly basis. We pair this information with your eligibility data to keep your analytics up-to-date and your fingers on the pulse.

Real-time reporting

Real-time Reports

See how your benefits plans is performing at a high-level. Then dig into rich visualizations to investigate how your loss ratios are trending, month over month. Or drill down even further to see how many claimants are approaching their maximums for drug or paramedical coverage. The power is deep and insightful.

Designed for your advisor

For Your Advisor

We empower your advisor with a suite of state-of-the-art consulting tools. Our market access and software gives them the control and insight they need to effectively keep their fingers on the pulse of your plan’s performance.