Schedule your strategy session

Let's uncover the greatest threats and opportunities for the health of your team.

30-minute consultation

Video call (link sent via email)

Direct with our Medical Team

Erin, Bruce, and Lisa (left to right) standing side by side

Common questions

Everything you need to know before booking a strategy session

How long is the strategy session?

Our strategy sessions are 30 minutes. This gives us enough time to understand your current healthcare situation and biggest opportunities for savings.

What should I prepare for the call?

If you can, please have your current employee count and approximate healthcare spend. It's helpful if you have recent claims data, but not required.

Is there any cost or obligation?

No! This is a completely free consultation with no obligation. We're here to provide value and listen to your concerns.

Who should attend from our team?

Typically, CFOs, HR Directors, or business owners attend. You're welcome to invite anyone involved in your benefits decisions.

What happens after the session?

We'll follow up with the top resources available to you, based on your need. If you have data available, we can send an analysis of potential savings based on our recommendations.