Wealth Managers
Health is Wealth When it’s Managed with Care
For clients, especially those transitioning from corporate to personal coverage, navigating the maze of health insurance can be daunting. We serve as the compass they need.
Reap more value from the money spent on healthcare.
By entrusting us with the complexities of healthcare, your clients can focus on what truly matters – living the life they’ve worked so hard to build – free from the burden of healthcare concerns.
Tailored Plan Selection
Licensed professionals guide clients through insurance marketplace & Medicare plans to secure coverage that matches their expectations.
High-Touch Healthcare Advocacy
A dedicated healthcare team with 10+ years in pharmacy, health benefits and billing deliver meticulous, personalized management of your clients’ complete healthcare portfolio.
Service Customization
Our services are customized to your clients' unique needs, ensuring healthcare convenience and significant savings – in both time and money.
100
Imagine Reclaiming 100 Hours a Year For Clients
That’s the average time a family dedicates to managing healthcare-related tasks.
Ready to deliver more value to your clients?
For Private Clients & Executives
Our high-touch, customized patient advocacy services eliminate healthcare headaches for your clients or executives—erasing stress and reclaiming precious time.
Industry Impact
We’re transforming the healthcare industry.
Our Expertise
Navigating the Cost and Complexity of Healthcare
Member Engagement
Create a benefits experience members actually enjoy!
Benefit Navigation
We’re experts in navigating the cost and complexity of healthcare – saving employees (and their employers) BIG on healthcare.
Hospital Financial Assistance
Learn how eligible employees can receive free or discounted hospital care.
Bill Review
Learn why billing accuracy is so important and how common errors drive up the cost of care and claims.
Negotiation Services
Whether members are dealing with in-network or out-of-network bills, our expert negotiators advocate on their behalf, typically saving 30% through provider settlements.
Medication Guidance
Our pharmacists and navigators are experts at lowering member & group Rx claims, including specialty through medication guidance and facilitation with APVs.
