Inherited from Discovery
We already know this organization.
— annual spend · — employees · — margin
Executive reviewing healthcare renewal
Executive Opportunity Assessment

Every year
the same
conversation.

Renewal arrives.

Costs rise.

Deductibles rise.

Employees get less.

Leadership pays more.

Few can explain why.

Default assumption
Organization

Three numbers tell the beginning of the story.

Annual Healthcare Spend
—
Enrolled Employees
—
Estimated PEPY
—
The question isn't whether healthcare is expensive.
The question is whether every dollar is working.
Executive facing maze
The Better Question

What if healthcare isn't the problem?

What if the way healthcare is purchased is the problem?

Boardroom
Service vs. Strategy

Do we like our advisor?

That's not the strategic question.

Would we know if a better option existed?

The incentive structure
What Most Employers Never See

Same test. Different price.

Hospital Outpatient MRI $8,000
Hospital MRI
$8,000

Often the default path.

Freestanding Imaging MRI $800
Imaging center
$800

Often same test. Often same radiologist.

VS.
A 10X differential in cost is not uncommon when sourcing major diagnostic exams outside of the status quo model.
Illustrative example. Actual pricing varies by market and provider.
Incentive flip $0 employee comparison
Member experience waiting room access problem
Belief shift better healthcare lower cost
Keep doctors keep networks gain leverage
What Could Be Hiding In Plain Sight?

Healthcare may be your largest under-managed operating expense.

Your Annual
Healthcare Spend
—
as shared in discovery
Preliminary Modeled
Opportunity — Conservative
—
annual, before validation
Preliminary Modeled
Opportunity — Strategic
—
annual, before validation
A preliminary model, not a finding. Most of a healthcare dollar ultimately becomes claims — so the opportunity lives in how that spend is structured, not in anything you’re doing wrong. Modeled from your annual spend against a claims-economics baseline. The Independent Healthcare Cost Analysis establishes what’s actually true — which may be more, less, or different.
Gross Margin %
—
=
Revenue Equivalent of the Strategic Opportunity
—
What if the easiest dollar to earn is the dollar you never spend?
Executive Recommendation

Validate The Opportunity.

Not because the numbers are guaranteed. Because the evidence suggests they’re too important to ignore.

Evidence-Based
Every conclusion is supported by your organization’s own documents.
Employer-Controlled
You remain in control of your information and every sharing decision.
Advisor-Led
Your advisor guides the process while every recommendation remains evidence-driven.
The opportunity is worth understanding.
Now let’s determine what matters most to your organization.
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