Financial flows
Premiums, claims, contributions, administration, rebates, credits and stop-loss recoveries, using the right accounting basis.
The examination
An answer you can trace.
A report is useful only when leadership can understand where its conclusions came from.
Scope
What we examine.
Compensation and contracts
Who gets paid, whether a fee is embedded or additional, what commitments exist and what information is withheld.
Performance and member value
Comparable cost, access, affordability and clinical indicators where credible data permits. No invented outcome claims.
Deliverables
The executive examination pack.
Reconciled money-flow map
Compensation and incentive register
Category scores + evidence coverage
Findings with source references
Prioritized action plan and costs
Board-ready decision summary
Timing
Thirty days after agreed data readiness.
The acquisition phase is separate, visible and bounded.
We begin with a signed scope, limited authorization and appropriate data safeguards. The initial acquisition phase is planned for 45 days, with a progress decision at day 30. At the end, we agree an extension, a limited examination or a pause. The report clock begins when both parties sign the readiness and limitation record.
Missing records stay visible. They do not become convenient savings estimates or unsupported accusations.
An executive conversation. Not a broker pitch.
What would better evidence change?
Start with your headcount, funding type and next plan decision. No patient data needed.