Benefits Assessment
Take the Benefits Assessment, discover your benefits score, and we'll show you where you can improve.
- Answer 9 simple questions
- Get your benefits assessment score
- We’ll send you a list of suggested improvements

- Fiduciary reset: Migrate to transparent, fee-based advisory; align incentives to outcomes.
- Data rights: Secure claims/eligibility feeds and audit language; enforce BAAs.
- High-value care: Direct contracts, RBP, and COEs with steerage and member guarantees.
- Pharmacy guardrails: Pass-through rebates, specialty carve-outs, GLP 1 clinical pathways.
- Member navigation: Nurse advocacy with quality/price steerage and measurable CX.
- ERISA hygiene: Calendarize disclosures (SPDs, SBCs, 5500/PCORI,ect.), keep documents current