Foundation
Free
No card required
Self-guided. Get your plan organized and audit-ready at no cost.
- Plan profile and readiness score
- Missing-data checklist
- Document-request letters
- Decision memory and saved history
Value
You may find savings on the free plan alone. When you want to dig deeper, our team can review it with you.
Free
No card required
Self-guided. Get your plan organized and audit-ready at no cost.
From $2,500
One-time engagement, scoped to plan size and agreed before any commitment
A guided review of your contract and claims with an independent professional.
From $599/mo
Ongoing retainer after an Audit, includes professional review hours
Hands-on support to act on the findings and renegotiate with confidence.
Compare
| Capability | Foundation | Audit | Optimize |
|---|---|---|---|
| Plan profile and readiness score | ✓ | ✓ | ✓ |
| Missing-data checklist and letters | ✓ | ✓ | ✓ |
| Decision memory | ✓ | ✓ | ✓ |
| Independent contract review | – | ✓ | ✓ |
| Claims priced against the public record | – | ✓ | ✓ |
| Rebate and fee pass-through review | – | ✓ | ✓ |
| Fiduciary-ready reporting | – | – | ✓ |
| Implementation and renegotiation support | – | – | ✓ |
| Ongoing monitoring | – | – | ✓ |
How a review works
We scope the review to your plan size and goals, and agree on it before any commitment.
You provide your contract and a claims extract through a secure channel.
An independent professional reads your data against the public record.
You get a prioritized list of findings, questions, and recommended actions you own.
Inside the engagement
Specific, named work — so you can tell your leadership exactly what this is.
A line-by-line review of your executed PBM contract for terms that quietly limit your leverage at renewal.
Reconciliation of your rebate statements against the contractual rebate share — what was earned, what was passed through.
A claims-level read of where ingredient cost diverges from what your plan actually paid the PBM.
A separate review of the specialty addendum — exclusive-pharmacy rules, rebate carve-outs, and limited-distribution exposure.
A short list of the questions to raise with your broker or PBM in the months before renewal, ranked by impact.
Documentation a benefits committee can take to leadership without rework — the questions, the evidence, and the recommended decision points.
FAQ
Build your plan profile and readiness score at no cost. Add a review when you’re ready.