Free Playbook
90-Day Playbook: Make Your Ecosystem Work as One
A practical playbook for employers and advisors on aligning health plan vendors, establishing oversight, and driving measurable results in 90 days.
What's Inside
Turn Your Vendor Stack Into a Unified System
Most self-funded health plans run on disconnected vendors — each reporting on their own piece of the plan, with no one accountable for the whole.
This playbook gives employers and advisors a concrete 90-day roadmap for connecting data, aligning vendor performance, and building the oversight infrastructure needed to manage the plan like a business.
- A 90-day framework for aligning your health plan vendor ecosystem
- How to establish data connections and oversight from day one
- Steps to evaluate vendor performance and close accountability gaps
- How to identify and prioritize early cost-saving opportunities
- A practical action plan for HR and benefits leaders to execute
Who this is for: HR leaders, benefits advisors, and consultants responsible for managing or improving self-funded health plan performance.
Download the Playbook