Plan analysis
Find out how much you'll save.
About 3 minutes. Back comes a side-by-side with every fee disclosed.
What we need, by how you're funded today
- Broker and group contact, SIC code or industry
- Requested effective date and quote due date
- Requested broker compensation
- Census in Excel: date of birth, gender, ZIP, coverage tier, current plan. Flag COBRA and retirees
- Summary of benefits for every plan offered
- Current rates and factors, renewal rates, prior rates if available
- 18 months of claims experience, if available
- Large claimant, top provider and top Rx reports, if available
- Desired plan design changes, if any
Send what you have and flag what you can't get. We'd rather start than wait.
Underwriting: participation and contribution minimums are confirmed with your analysis.
Individual or family? Leave your details
Your files
Files go to a locked box, not here.
We email a private upload link after you submit.
Private link
Tied to your reference ID.
Covered by a BAA
A separate protected upload service.
Who sees them
Only the team on your analysis. Retention period to be confirmed.
Tell me when individual plans open
Individual and family plans aren't open online yet. Leave your details and we'll let you know.