Your Assumptions. Your Methodology. Faster.
Every assumption, every lever, in your hands. Set the trend. Set the claims basis. Set the credibility weight.
See the math behind every projection, and override any of it. Not a black box. Your model, faster.
Say goodbye to:
✕ Spreadsheet roulette every renewal
✕ Weeks of waiting for a rate quote
✕ A billable hour for every basic question
✕ Going dark between annual reviews
Plan Studio delivers:
✓One source of truth, every renewal
✓ Fast turnaround, every time
✓ Answers on demand, no clock running
✓ Month-over-month plan visibility
Choose your level of support.
Plan Studio includes unlimited plan scenarios and automated calculations, analytic tools, and complete plan tracking. Concierge adds white-glove actuarial support.
Plan Studio
Tools + complete plan tracking
$499
/month
Billed per license
Perfect for:
-
Account managers with self-funded clients
-
Internal benefits teams managing their own plans
-
Consultants who need ongoing plan monitoring, not just one-time analysis
✓ Unlimited use
Run as many scenarios as you need
✓ Plan tracking (you manage)
Monthly updates show actual vs. expected costs automatically
✓ Claims & enrollment analysis
Spot trends and utilization patterns as they develop
✓ Budget forecasting
3-year projections updated monthly, always know your renewal number
✓ Self-Funding Feasibility
Test any fully-insured prospect for self-funding potential in minutes
✓ Actuarial Value Calculator
Model the share of costs paid by plan sponsors and value plan decrements
✓ Medicare Part D Testing
Generate Part D test results for pharmacy plans
✓ Stop Loss Deductible Explorer
See how different attachment points impact budget and risk
✓ +More features
Medical/Rx splits, plan design comparisons, scenario modeling
Your complete plan performance system. Upload claims data once, and Plan Studio tracks everything monthly.
No more Excel. No more manual updates.
Just log in and see how each plan is performing.
Plan Studio Concierge
Everything in Plan Studio+ direct actuarial partnership
$1,500
/month
Billed per plan
Perfect for:
-
Large plan sponsors with complex designs
-
Unbundled plan sponsors with multiple unstructured data sources
-
Employers who want actuarial partnership, not just tools
Everything in Plan Studio, plus:
✓ Plan tracking (we manage)
We handle all data uploads and monthly updates, zero lift for your team
✓ Monthly actuarial insights
Written analysis of plan performance and recommendations
✓ Quarterly meetings
Strategic planning sessions with your dedicated actuary
✓ Direct actuarial partnership
Email/call your actuary directly for complex scenarios
✓ Support during renewal
Renewal forecasting and plan design / contribution scenario modeling
Concierge combines Plan Studio's technology with traditional consulting, you get real-time access to your data PLUS expert guidance.
FAQs
How is this different from my current actuarial consultant?
Traditional actuarial firms require 2-3 weeks for basic analysis and charge project fees. Plan Studio gives you instant access to the same calculations through self-service tools. You control when and how you get answers, no phone tag, no waiting.
Do I need one subscription per client or per broker?
Plan Studio is priced per broker/consultant (use it for unlimited clients). Concierge is per plan sponsor, fees are charged for each self-funded plan you're tracking.