Resources and Innovative Tools for Advisors, Captives, and Self-Funded Sponsors

We guide advisors, captives, and employers through planning, managing, and communicating a successful employee benefits program.

Your Free Membership Gives You Access to:

On-Demand Training

Learn at your own pace with the convenience and flexibility of on-demand courses led by our team of health plan experts.

Educational Resources

Access our library of educational resources to understand and navigate the complexities of health plan spend.

Document Templates

Save time and money. Easily customize and download RFPs, forms, documents, and letters crafted by healthcare veterans.

Process Tools

Establish best practices and internal processes for your employer sponsored health plans.

How-to Guides

Efficiently and accurately navigate required health plan compliance requirements using our step-by-step how-to guides..

Industry Benchmarking

Learn to evaluate health plan data and benchmark costs to meet fiduciary requirements and drive plan savings.