The Level-Funded Plan Playbook

Feb 17, 2025 | Alternative Funding, How-To Guides, Purchasing Playbooks

You’re Level-Funded. Now It’s Time to Start Winning.

You’ve made the switch—now learn how to actually lower costs, improve control, and stop relying on hope at renewal.

You’ve done the right things—moved to a level-funded plan, gained access to claims data, and started looking under the hood. But now what?

This guide is built for employers who don’t just want data—they want results. Inside, you’ll learn how to turn your current plan into a proactive cost-containment strategy by tackling the supply chain head-on.

If you’re serious about maximizing the ROI of your health plan, this is your next step.

What You’ll Learn:

✅ How to spot hidden markups in your TPA, PBM, and network contracts✅ Where your pharmacy rebates are really going✅ How direct contracts and surgical bundles can lower major claims✅ Why stop-loss carriers will offer discounts—if you know how to ask✅ The playbook to restructure without disruption

Who This Guide Is For:

  • HR leaders who want to eliminate overspend without employee pushback

  • CFOs who need transparency and control over benefits spend

  • Business owners looking to align benefits with company strategy

  

Download the Guide & Start Taking Control

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No fluff. No sales pitch. Just actionable strategies to get more from the plan you already have. Your info stays private.

Not ready to talk? Start with the checklist.

The Mid-Year Health Plan Review Checklist shows you exactly what to inspect in your plan before renewal season — the same first pass we run for clients.

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