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
benefits assessment sample chart
  • 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

Discover Your Benefit Score

Answer 9 quick questions to see if your plan is trending best-in-class—and get ideas to improve outcomes & cost.

We’ll email your score instantly and send a copy to our team so we can follow up if requested.