Turn Prospects Into Clients With Plan HEALTHcheck
A simple, powerful tool to start conversations, uncover problems, and win new business.
Prospecting is harder than ever.
Employers are tired of generic pitches. They want proof you can deliver savings and improvements. Plan HEALTHcheck gives you a way to stand out—by showing them exactly where their current benefits strategy is weak.
Uncover Inefficiencies
Reveal hidden inefficiencies in health benefits plans
Spot Cost Leaks
Highlight cost leakages and under-utilized programs
Prove Expertise
Build credibility by speaking their language (data + solutions)
The Six Facets of a Healthy Benefits Plan
Every employer’s plan has strengths and weaknesses. Plan HEALTHcheck shines a light on six critical areas that determine cost, value, and employee satisfaction.
Health Access
How easily employees and families can get timely, affordable care.
Engagement
The degree to which employees understand and use their benefits.
Accountability
The systems in place to track outcomes, usage, and performance.
Lower Costs
The use of strategies that reduce waste and control premium growth.
Trust & Compliance
The plan’s transparency and alignment with legal requirements.
High-Cost Management
The ability to manage catastrophic claims and chronic conditions.
How Your Custom Plan HEALTHcheck Works
Our comprehensive process ensures a seamless journey from initial consultation to successful loan approval. Experience personalized guidance and expert support every step of the way.
Branded Setup
We design and launch a Plan HEALTHcheck landing page fully customized to your brand—your logo, your colors, your positioning.
Ready to Share
You get a live page link you can use immediately with prospects, either in outreach campaigns or on your website.
Capture & Qualify Leads
Employers complete the HEALTHcheck on your page. Their responses generate insights you can use to guide conversations.
Win More Meetings
Armed with their personalized results, you now have a clear way to show value, start consultative discussions, and move prospects into your pipeline.
Why Brokers Choose HEALTHcheck
Plan HEALTHcheck gives you a smarter way to prospect. Instead of pitching blindly, you show employers where their current benefits plan falls short—making you the broker with answers, not just quotes.
Stand Out Fast
Deliver real value before you ever talk price.
Win Better Meetings
Engage only with prospects who see clear gaps.
Build Instant Trust
Position yourself as the expert with insights.
Ready to Win More Clients with REAL Insights?
HEALTHcheck isn’t another cold-email tool. It’s your inside track to showing value, uncovering issues, and creating urgency. Let your prospects see you as the expert who’s already thinking ahead.
Jack Miller
Regional Agency Lead
"My prospects are more engaged when we talk INSIGHTS first—less price shopping."
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