ClearPlan
Get an analysis
Industry playbooks
Dental groupsSpecialty & surgicalAccounting & advisoryLaw firmsManufacturing & distribution
Playbook for New Jersey specialty & surgical practices

The benefits playbook for specialty practices that want the numbers, not the number.

You run an orthopedic, surgical, or specialty group with high revenue per provider and an established, healthy staff. You’re sophisticated enough to want the claims data behind your renewal, and you’ve probably never been shown it. This is the analysis your current broker doesn’t bring: best, expected, and worst, on your own data, with the downside defined before you sign.

Get a free, no-obligation cost analysis See how it works
New Jersey-basedLicensed group health consultantsNo cost to see your numbers
Sample cost analysis
64-person orthopedic group · New Jersey
Modeled
Expected 3-year cost
$2.10M −$248K
vs staying put, modeled
Modeled range, year one
Best case $1.94M
Expected $2.10M
Worst case (capped) $2.34M
Worst case is capped before you sign. That’s the stop-loss ceiling, not a surprise.
Inside your plan

What we usually find inside a specialty group’s plan.

You make data-driven calls in the OR and the boardroom. Your health plan is usually the one place that escaped the scrutiny. Here’s what the data tends to show.

Strong economics hidden in a black box.

High revenue per provider and a healthy, established staff should work in your favor. A fully insured structure hides whether they do, because you never see the claims experience driving your rate.

A renewal that outpaces every other line.

Your benefits line climbs faster than rent, faster than malpractice, faster than payroll inflation, and the increase arrives with no decomposition. We break down what’s actually driving it.

Partners making a six-figure decision on one page.

The renewal email asks a partnership to approve one of its largest expenses with no model behind it. You’d never sign a payer contract on those terms.

A plan no one has shopped in years.

Sophisticated groups often stay put simply because no one brought an alternative. The incumbent broker holds your data and has no reason to disrupt the renewal. That’s the gap.

Why this fits you

Your economics should work in your favor. We prove whether they do.

01

High revenue, healthy staff, opaque plan.

The economics should work in your favor, but a fully insured black box hides whether they do. We replace the box with your real claims story.

02

Partners who want the numbers.

You make data-driven calls every day. Your health plan shouldn’t be the one decision you make on a single-line renewal email.

03

A renewal that outpaces everything else.

We decompose what’s actually driving it and manage it down over years, not weeks, with a quarterly review instead of an annual surprise.

How it works

Same monthly payment. A completely different deal.

1

We analyze your actual numbers.

Send us three documents you already have: your current plan summary, a census, and your last renewal. We run the analysis at no cost and tell you, honestly, whether there’s an opportunity. If there isn’t, we’ll say so.

2

We model a smarter funding structure.

For the right groups, a level-funded plan replaces the carrier’s black box with three transparent buckets: a claims fund, administration, and stop-loss insurance that caps your risk. You pay a fixed monthly amount, just like today.

3

You keep the savings and the data.

When your group stays healthy, surplus comes back to you instead of the carrier. And you finally see exactly what’s driving your cost, every quarter, not once a year.

Your data, unlocked

The reason you’ve never seen your own claims data.

Your current broker holds the keys to your data. A Broker of Record letter is simply how you take them back. It names us as your benefits broker so we can pull your actual claims and shop your plan across carriers. One page, on your letterhead, reversible anytime.

What it does

Lets us pull your actual claims and plan data
Puts us to work shopping across carriers for you
Can be reassigned or revoked anytime, you’re never stuck with us

What it doesn’t do

Doesn’t change your plan, network, doctors, or rates
Doesn’t cost you anything
Doesn’t commit you to switching or to a contract

How we’re paid: through the carrier, the same way your current broker is, built into a plan you’d pay for either way. No invoice from us. We only win when you do.

The offer

See your numbers.
Owe us nothing.

Send three documents you already have: your plan summary, a census, and your last renewal. We’ll run a full analysis at no cost and model whether a funding change would actually save you money. If the numbers aren’t worth your time, we’ll say so. If they are, we’ll meet for thirty minutes.

Start my free analysis
Questions

Specialty practices ask us this.

We’re an established practice with a broker. +

The question is whether they modeled a funding alternative or just passed along a number. We bring the best, expected, and worst-case analysis your renewal email never includes, on your own data, so you can check the math yourself.

Will our providers’ coverage change? +

Network and benefits stay intact. The funding structure changes behind the scenes. Your providers and staff keep the plan they know, same cards, same network.

We don’t have time for this. +

It’s three documents you already have. We do the analysis. You only meet us if the numbers are worth your time, and the first conversation is short and to the point.

What about the risk? +

It’s capped by stop-loss, with the worst case defined before you sign. You see the ceiling on paper before you commit to anything, so a bad claims year can’t exceed a number you already agreed to.

Get the analysis your renewal never showed you.

One analysis. Your own data. No obligation. Find out what your health plan is really costing you, and what it doesn’t have to.

Get my free cost analysis

Takes 5 minutes to send the documents. We do the rest.