Be The Broker Who Always Has The Right Answer
From a single project to a fully outsourced analytics team, choose the level of support that fits your book of business.
1
Project-Based Consulting
Done-for-you actuarial projects with fast turnaround and no long-term contracts.
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IBNR analysis and reporting
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Self-funded feasibility studies
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Fully-insured renewal negotiation backup
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Renewal, final budget rates, and plan design and contribution modeling
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Part D creditability attestation
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Additional ad hoc requests
2
Client Concierge
A comprehensive partnership that combines our tools and services, tailored to your book.
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Annual renewal support, IBNR, and plan design and contribution modeling
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Quarterly financial update meetings with your client
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Monthly experience updates and actuarial insights
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One Plan Studio license included
5
Actuarial Tools, Self Service
Your assumptions. Your methodology. Faster. Plan Studio gives your team a live view of every plan on your book, without waiting on billable hours.
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Self-funding feasibility analysis
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Actuarial value and rate calculators
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Part D creditable coverage testing
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Renewal projection and plan design modeling
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Plan Studio Concierge adds managed data uploads and monthly written insights
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No black boxes, just transparent calculations your team controls



