For Brokers & Consultants · Partner Track
You keep the account. We bring the bench.
Most agencies cannot staff a captive structure, a pharmacy renegotiation, and a self-funding transition in the same year. We can — and we do it under your name, on your timeline, for your client.
Position
We are not a competing quote. We are the analysis and structuring bench behind you.
Group captives, direct primary care integration, a real pharmacy renegotiation, a self-funding transition — these take specialist hours most books of business cannot justify keeping in-house. We keep them on staff so you do not have to, and we work the file under your name.
Every introduction runs through you. Our economics are disclosed to your client in writing before a single recommendation is made, and the relationship stays yours — that is not a caveat we mention once. It is the term we sign.
What we bring to the relationship
Plan design & funding modeling
Level-funded and self-funded transitions modeled and priced before you take them to the client, so the renewal conversation starts with numbers instead of theory.
Pharmacy & PBM renegotiation
Contract and rebate review, specialty carve-outs, and transparent pass-through structures — run by someone who has actually read the PBM contract.
Alternative funding & captive design
Group captive participation, direct primary care integration, and risk-sharing structures that most agencies do not have the underwriting bench to build.
Network, TPA & repricing analysis
Reference-based pricing, center-of-excellence design, and TPA selection — the administrative side of self-funding, done properly.
Renewal & RFP support
Renewal timeline management and RFP construction that gives you leverage with carriers at the table, so the conversation is about terms, not a shopped account.
Compliance & fiduciary documentation
Transparency-rule, CAA, and fee-disclosure documentation delivered on a timeline that keeps you and your client covered.
The terms we work under
A broker’s best renewal is the one where the client never has reason to shop it. That is what we are building toward — together, under your name.
Axiom X — Broker partnership doctrine
- You are introduced as broker of record on every engagement — no exceptions
- We present alongside you, behind you, or not at all. Your call, every time
- Economics disclosed to your client in writing before any recommendation
- You keep the analysis, the deliverables, and the credit at renewal
- One term sheet before the first file: scope, economics, and non-circumvention
Enquiries
Send us a client’s census and renewal.
We will show you what we would bring to the table — before you introduce us to anyone.