Download the Guide
Your clients cleared the self-funding hurdle. Now what?
This guide includes:
- Topics to discuss in your quarterly review.
- Strategies to lower costs and improve quality.
- A helpful client conversation checklist.

Let's get started.
In this broker guide, we’ll outline best practices and share tips on how you can optimize the performance of your clients’ self-funded plans. Fill out the form below to gain access to this free guide now.