CONSULTANTS
Become a Trusted Advisor and Provide More Value to Clients
By extending your service offerings with a healthcare alternative that is not readily accessible on the market, you can help clients control their spend over the long-term, and participate in the potential profitability of their business through the captive model – making a real difference in their bottom line.
Solutions Designed to Drive Success
Marketing Support
It can be challenging to introduce a new concept to your client, so we provide open communication and marketing tools that help simplify an otherwise complex decision-making process. The ideal approach to introducing your client or prospect to our captive structure is:
- Discover their familiarity and consideration of a captive solution.
- Contact us so that our team can properly discuss our structure with you and your client.
- Provide us with the requested data and we can prepare a proposal that we will discuss with you and your client.
- If the client seeks to move forward, a captive team member will meet with you both in person to review the captive transaction.
Captive Education
Occasionally we will sponsor educational webinars about critical topics, but the primary method to learn about our structure is through:
- Sharing our story with clients and prospects
- Collaborating with other captive members, service providers and consultants at the Annual Membership Meeting
The Role of a Consultant
As a captive healthcare consultant, your role is to acquire the necessary expertise to advise clients on mitigating health plan risk and support them with compliance and regulatory services that create a better workplace. Common tools to reduce risk and position companies for growth include:
Plan Design Input
Ensure plan design is as favorable to the insured (the employer) as possible
Employee Education
Assist with education of employees, improving awareness and understanding
Engagement with TPA & PBM
Work with TPA & PBM to help control claims spending of the employer
Understanding the Captive Culture
Communicate effectively to increase employer understanding of running a captive
Full Deployment of Wellness
Engage wellness programs to promote healthy habits among employer’s workforce
Request for Proposal Process
To obtain a proposal for your client or prospect, please select the category and email the required information to UW@completecaptive.com.