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Engagement options

Examine first.
Choose the role that follows.

A diagnostic engagement plus two clearly bounded annual options.

The service menu

Three products. No hidden broker appointment.

01

Examine

A fixed initial fee covers the agreed acquisition process, analysis, evidence register, scorecards and executive action plan.

02

Monitor

A targeted annual recheck, quarterly executive reviews and a stated allowance for contract and vendor questions.

03

Monitor + Correct

Monitor plus defined project hours for procurement and commercial negotiation, with a limited number of processes and client approval.

Keep the boundary clear

Correction does not mean daily operation.

We do not administer enrollment, adjudicate claims, handle daily employee cases or run open enrollment. Legal drafting and disputes remain with counsel. Insurance placement or negotiation requiring a license is handled by an appropriately licensed professional separately engaged by the employer.

Extra work is scoped and priced before it starts. Included annual work is not billed twice.

N.C. General Statutes, Chapter 58, Article 33

Capacity, disclosed

No unlimited-work promises.

Employer sizeMonitor questionsAdditional annual correction hours
100-5001 hour/monthFI: 36 / SF: 48
501-1,0002 hours/monthFI: 60 / SF: 84
1,001-2,5003 hours/monthFI: 90 / SF: 120
2,501-10,0004 hours/monthFI: 120 / SF: 180

Monthly hours do not roll over. One active correction workstream at a time. Up to one agreed procurement/year through 1,000 employees or two above that level, always within the hour allowance and signed scope. FI = fully insured; SF = self-funded.

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.

Request a 20-minute briefing