Win new business by delivering clients more.
The value your clients see — dollars identified, fiduciary receipts, a better member experience — wins new accounts and deepens every renewal. Independent from carriers. Yours to license firm-wide.
Firm-wide access, with a clean fiduciary posture in front of your clients.
Sized to your firm.
Validated in beta, and built to hold up to fiduciary scrutiny.
$54M identified across four beta engagements.
Beta-tested with four self-insured plan sponsors, from small to large — $426M in combined annual spend: $54M in potential savings identified (13% of combined spend) — while preserving network access. Savings were identified in all four — and the highest savings rate, up to 21.6% of plan spend, required no carrier switch: it came from repricing, site-of-service, and reference-pricing levers.
Built for the post-ERISA precedent bar.
Peer-reviewed methodology that stands from committee meeting to plaintiff's letter — built for the post J&J, Wells Fargo, Kraft Heinz, Aramark, and Ford ERISA precedent your clients now face.
Your producers walk into every client meeting with the platform behind them.
Roadmap gives every producer the same screen the CHRO uses, with each carrier compared, the levers priced in dollars, and the risks flagged before you act. Your producers walk in with the numbers, and the recommendation comes with receipts.
The prospect-comparison advantage.
Anyone can bring a case study about somebody else's plan. The firm that can say something specific about the prospect's own situation wins the room.
That is what we put in your producers' hands. What it looks like depends on the account and on what the prospect is willing to share, so we scope it with your firm deal by deal. Come talk to us about the account you have in mind.
The Savings & Access Continuum, end to end.
Three tiers your firm can deliver inside existing client relationships — on one integrated, peer-reviewed methodology.
Which carrier gives us the best cost and access?
Are we paying market? Does our population have the providers they need, where they live?
Simple Healthcare Roadmap
The platform that prices your plan's cost levers and ranks the actions — model every carrier, every rate, every access trade-off at your assumptions.
What strategies move cost and access?
Direct contracts, incentive design, point-solution evaluation, steerage, high-cost claimant strategies.
Simple Healthcare Roadmap — same product, different lens
The platform that prices your plan's cost levers and ranks the actions — each strategic lever priced in dollars, with the execution playbook to act.
Turn plan strategy into member choice.
Do members find the high-value provider you selected? Does the plan you designed actually show up in what they do?
Simple Healthcare Search
Consumer-facing tool that helps members shop for care.
Most tools live at one level. Simple Healthcare is the whole continuum.
The full value isn't just found savings.
The Continuum shows what your firm delivers at each tier. This is where the value comes from — and why three of four buckets pay off even when no measured savings are captured.
Simple Healthcare Roadmap prices the levers — the levers priced in dollars, connected to the specialist vendors (Imagine360, 6 Degrees Health, AMPS and others) who execute each one. Simple Healthcare Search puts price and quality data into members' hands at the point of care decision, where dollars actually move.
Even when a switch or renegotiation makes no dollar change, Roadmap documents why. Rate-evidence match rate, evidence grade per lever, calibration receipts — the “we checked and here's what we found” artifact a benefits committee can hand to a fiduciary reviewer without a follow-up meeting.
“How This Was Built” is one screen inside Roadmap. Every claim traced, every carrier compared, every rate priced from a real published record or a validated estimator — with the evidence share disclosed on every screen. Fiduciary defensibility earned with receipts, not asked for on faith.
Showing the TPA an independent price file recovers concessions — even when the plan doesn't switch carriers, doesn't restructure, doesn't move a single member. The file itself is leverage.
Sources: Jones Day (May 2026) on the ERISA health-plan fiduciary litigation wave; Groom Law Group (June 2026) on Stern v. JPMorganand the “meaningful benchmark” standard.
The levers and the dollars on one screen your producers use with every client.
This is Roadmap's Overview — the whole plan graded tile by tile, each one a portal to the diagnostic behind it.
Firm-wide access, embed code, and more to bring every client.
Simple Healthcare Roadmap — the platform that prices every client's cost levers and ranks the actions.
Each lever priced in dollars, each risk flagged, every execution path with named specialist vendors (Imagine360, 6 Degrees Health, AMPS) known to do the work. Same product plan sponsors get on direct subscriptions — available to every producer at your firm.
Embed code for your branded microsite
When Search launches: co-branded consumer search for your firm and your clients. Licensed firms are first in line.
Prospect-comparison reports
An independent read on a prospect's market, framed for the prospect conversation. Scoped with your firm, account by account.
Producer enablement + technical support
Onboarding, methodology walkthroughs, and technical support so your team delivers from day one, not month six.
Referrals from employers who need an advisor
Employers who come to us for a savings number often have no advisor, or want a second opinion. Licensed firms are who we point them to.
Platform pricing you can extend to clients
Your license unlocks a rate below the direct price for your plan sponsor clients. The employer pays Simple Healthcare directly, so nothing runs through your books.
Independent from carriers
No commissions. No overrides. No kickbacks. Defensible in every fiduciary conversation your producers walk into.
Clean fiduciary posture
Your firm receives a discount that passes directly to your employer client — positioning your firm as a fiduciary partner in the plan, with no conflicting economic interest with the platform vendor.
We connect published prices to real episodes of care.
The numbers your producers put in front of clients are built on real, observed prices — combined from the client’s de-identified claims, the negotiated rates insurers and hospitals are required to publish under federal transparency rules, Medicare and all-payer claims, and hundreds of additional data sources. We’ve been researching and publishing on healthcare price and quality transparency since 2012, a decade before the federal rules existed.
Others clean the transparency files. Others compare carriers. We connect the negotiated rates insurers and hospitals must publish under federal law to the full episode of care — surgeon, facility, anesthesia, labs, follow-up. That’s what makes it possible to compare the levers that actually move cost: site of care, reference pricing, DRG repricing, direct contracting, and more. Without the full episode, you can’t.
Ready to license the independent platform?
Brief conversation with our channel team. No commitment. We'll walk you through the licensing model, the prospect-comparison workflow, and the monetization options that fit your firm.
Frequently asked questions.
Is this a fit for our firm size?
Licensing is priced by firm size, so it scales from mid-market advisor firms with a handful of producers up through national platforms. If you serve self-insured employers and want an independent analytic layer inside every client relationship, it's a fit. Book the channel-team call to size it for your firm.
Can we embed or white-label the tool?
Yes — when Search launches, licensed firms get a co-branded Simple Healthcare Searchfor your firm's site or a client's benefits portal. Deeper white-labeling scope varies by license tier.
How does the discount to our client work?
Your firm receives a discount that passes through to your employer clients — the platform costs less to them than a direct subscription. That structure keeps your firm on the right side of the fiduciary line: no conflicting economic interest with the platform vendor, since your firm never marks it up.
Do we still own the client relationship?
Yes. This is a channel-partner model. You lead strategy, you own the client, you deliver the tool. Simple Healthcare powers the analytics underneath and stays out of the client conversation unless you invite us in.
Does licensing put us in conflict with carrier relationships?
No. The platform is independent from carriers — we take no commissions or overrides — but it doesn't disrupt your carrier partnerships. It reads the market and helps you place business more defensibly. Your carrier appointments and commissions stay untouched.
What's involved in getting licensed?
Start with a call with our channel team to size the license to your firm. From there: contract, producer onboarding, and access provisioning. Most firms are delivering to clients within four to six weeks.
Do our producers need training?
Yes, but it's light. Onboarding, a methodology walkthrough, and ongoing technical support are included with every license. The tool is designed so producers can deliver on day one, not month six.