Guides & Tools

Practical resources to help employers strengthen health plan oversight, control costs, and improve performance.

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Discussion Guide

Fiduciary Readiness Discussion Guide

A practical framework for assessing your health plan's governance, identifying compliance gaps, and demonstrating accountability to leadership.

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Guide

Achieving True Value Through Smarter Health Plan Management

A practical guide for HR leaders on controlling costs, strengthening oversight, and making better decisions about employer-sponsored healthcare.

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Guide

Why Good Enough Is No Longer Enough for Benefits Advisors

A practical guide for benefits advisors on raising the standard of health plan oversight, demonstrating defensible value, and strengthening client relationships.

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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.

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Tip Sheet

A Smarter Rx Strategy for HR Leaders

A quick-reference tip sheet for HR leaders on reducing pharmacy spend, improving PBM accountability, and taking action on high-cost drug claims.

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Tip Sheet

Consultant's Guide to Smarter Rx Oversight

A quick-reference tip sheet for benefits consultants on identifying PBM performance gaps, validating rebates, and delivering stronger Rx oversight for employer clients.

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