100%
Customer retention rate
10
Minutes to complete self-funding feasibility
7
Data points required for analysis
4
Days saved on average
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Unlimited plan sponsors
Plan Studio: Everything you need to analyze, model, and recommend
Whether you're testing prospects for self-funding or managing existing plans, Plan Studio gives you instant, actuarial-backed answers. Start with Core for quick analysis, upgrade to Professional for complete plan tracking.
Self-Funding Feasibility
Test any fully-insured prospect for self-funding potential in minutes. See projected savings, recommended deductibles, and budget requirements instantly.
Stop Loss
Deductible Explorer
Recommend specific stop loss deductibles using actuarial methods. See how different attachment points impact budget and risk.
Funding Pathways
Model the cost of alternative funding methods under different claims scenarios. Show clients exactly how level-funding, self-funding, and captives compare.
Rate Calculator & Underwriting Assistant
Handle basic underwriting and rate-setting calculations on your own. Quick answers for simple scenarios without waiting on external resources.
All Plan Studio tiers include these analysis tools. Professional and Concierge add complete plan experience tracking with monthly actuarial oversight.
Simple input. Powerful output.
You don't need complete claims data or hours of prep work. A few data points from a recent renewal or SPD is all it takes to model projections and cost savings.
Choose the Plan Studio tier
that fits your needs.
All tiers include unlimited plan sponsors and unlimited scenarios. Plan Studio Core gives you powerful analysis tools. Professional adds complete plan tracking. Concierge adds white-glove management.
Not sure where to start?
Most clients begin with a single project, then expand as they see the value. We're happy to start small and scale with you.
Book a discovery call and we'll help you determine the right fit, whether that's scoping a project, exploring an embedded partnership, or designing a custom tool that becomes your competitive advantage.