For self-funded employer plan sponsors

Your plan document is the contract.
Make it enforceable.

Your SPD, network contracts, stop-loss terms, and formulary rules become executable logic. Know if your TPA is following the plan. See why claims are denied. Verify every payment at the claim level.

Plan Performance Dashboard
Q1 2025 Review
4,287 claims
Status
Verified
Network discounts applied correctly
3,841
Plan exclusions enforced
312
Rate discrepancy found
87
Stop-loss threshold opportunity
23
Coordination of benefits gap
24
96.9%
Claims correct
134
Issues found
$847K
Recoverable
Continuous monitoring
Plan document compliant
Stop-loss tracking
$175K
3 near threshold

You're spending millions on claims. Do you have visibility into how?

What your plan document specifies
Network discount
PPO −42%
ER copay
$250
Rx formulary
Tier 3 = 30% coinsurance
Stop-loss specific
$175,000
Expected monthly spend$2.1M
What claim-level review reveals
Network discount
Some claims at −38%
ER copay
Inconsistent collection
Rx formulary
Stale tier assignments
Stop-loss specific
3 claims not aggregated
Actual monthly spend$2.31M
Complex plans have blind spots
Contracts change, systems lag, and edge cases slip through, even in well-managed plans
65%
Of covered workers in self-funded plans ¹
Common
Claims variances found in employer audits
Millions
Annual plan spend at risk
Rare
Independent verification of TPA output
¹ KFF Employer Health Benefits Survey, 2024

Aggregate reporting shows the big picture. Claim-level verification shows what's actually happening.

See how verification works

Self-funded plans are inherently complex.

Network contracts renegotiate. Formularies update quarterly. Stop-loss thresholds reset annually. When four systems interact across thousands of claims, gaps are inevitable, not a sign of failure.

Plan DocumentSPD v3.2
Benefits & exclusionsJan 2025
Network RatesPPO/EPO
Fee schedulesContracted
Stop-Loss$175K spec
Attachment pointsAnnual
Rx Formulary4-tier
Drug coverage rulesQuarterly
Claims Processing
4 systems interact on every claim. How many gaps exist?
4,287
Claims/month
134
Discrepancies
=
$847K
Recoverable
Common blind spots
Contract renegotiation not reflected in adjudication system
Formulary tier change takes effect mid-quarter
Stop-loss claims split across providers not aggregated
Plan exclusion codes not loaded after SPD update
Out-of-network claim routed through in-network logic
These are systemic gaps, not negligence. They emerge from plan complexity.
Why independent review matters
Fiduciary duty to plan participants
Catch issues before they compound
Data-driven TPA performance conversations
Stop-loss recovery you may be leaving on the table
Good governance, not gotcha
Independent verification strengthens your TPA relationship with shared data and clear expectations.
Aggregate reporting shows trends
claim-level verification shows what's actually happening.

How it works.

Your plan document and contracts become executable logic. Know if your TPA is following the rules. See why claims are denied. Verify every payment independently.

Summary Plan Description (SPD)
Network fee schedules
Stop-loss policy
Rx formulary & tiers
SPECIFICATION
rule network_discount
if provider.network == "PPO"
allowed = billed × (1 - 0.42)
Full plan document encoded
Capture

Your plan becomes executable logic

Your SPD, network contracts, stop-loss terms, and formulary rules become executable specifications. Every benefit rule, exclusion, and rate becomes a verifiable check.

Plan benefitsExclusionsNetwork ratesStop-loss termsRx tiers
Verify

Verify payments. Explain denials. Flag TPA drift.

Each claim checked against your plan document, network contracts, and stop-loss thresholds. Underpayments surface with the specific rule. Denials get explained: is the TPA following your SPD, or not?

Payment verification
Denial explanation
TPA compliance
Network status verified
verified
Contracted rate applied
variance
Plan exclusion check
verified
Copay/coinsurance correct
variance
Stop-loss threshold
variance
Coordination of benefits
verified
Rate discrepancy found
87 claims
$3,586
Avg variance/claim
Q1 2025
Period
TRACED TO
Plan documentSPD §4.2 Network Rates
Root causePrior-year rates still loaded
Resolve

Recover. Correct. Govern.

Underpayments include the SPD clause and variance amount. Wrongful denials include why the plan covers it. TPA drift includes the root cause so you can fix it, not just find it.

Every finding traced to SPD section or contract clause
Denial explanation: covered or not, and why
TPA accountability with plan-document evidence
Works alongside any TPA
Complement, not replace
Ongoing verification
Every claim, every month
Plan-document sourced
Your rules, verified

Every layer of your plan, verified.

Network discounts. Stop-loss flagging. Denials your employees shouldn't have received. Every component that determines what you pay, modeled as logic and independently verified.

Contracted Rates
PPO Network Discount
Inpatient
42% off
Outpatient
38% off
Professional
35% off
Claims checked3,841
Correct discount3,754
Variance found87
Example Finding
!
Stale Rate Schedule Loaded
Network contract was renegotiated in January, but the adjudication system still reflects prior-year rates for inpatient facility claims. Affects 87 claims over Q1.
Billed amount (87 claims)$4.2M
Current system rate (38%)$2.604M
Correct contract rate (42%)$2.436M
Variance$168K

Where complexity creates gaps.

These aren't rare edge cases. They're the natural result of complex plans with multiple moving parts.

1

Stop-Loss Recovery Opportunity

A member's claims exceed $175K across multiple providers and billing cycles, but because they're split across separate records, the total isn't aggregated for stop-loss filing. The reimbursement opportunity goes unnoticed.

Without visibility
Employer absorbs
$68K above attachment
With verification
Stop-loss filed
$68K recovered
2

Contract Update Lag

Your network contract was renegotiated in January with improved rates, but the adjudication system still reflects the prior schedule. Every in-network claim processes at the old rate until someone catches it.

Without visibility
Old rates applied since Jan
4% variance on in-network claims
With verification
Correct rates identified
Retroactive adjustment path
3

Plan Amendment Sync Gap

Your SPD was amended to exclude a category of services, but the system's exclusion code table wasn't updated. Claims auto-adjudicate as covered because the logic doesn't reflect the latest plan language.

Without visibility
Excluded services processed
24 claims in Q1
With verification
Gap identified
System updated, future claims correct

Dollar amounts shown are illustrative · Variance findings consistent with published employer plan audits

From aggregate reports to claim-level clarity.

Independent verification doesn't replace your TPA. It holds the plan document as ground truth so you can see what's working, what's not, and why.

Aggregate reporting only
Claims processed
Quarterly summary
VerificationAnnual audit (sample)
Error detectionSample-based
Stop-loss trackingTPA-reported
Plan complianceSummary metrics
Independent verification
Every claim verified·Continuous
VerificationEvery claim, every month
Error detectionAll claims in scope
Stop-loss trackingIndependent aggregation
Plan complianceSPD-verified
Every claim
Verified against plan documents
Independent
Not reliant on TPA self-reporting
Weeks
To first findings

Send us your plan document.
See what the logic reveals.

Start with one quarter of claims. Within a week, you see every underpayment, every denial explained, and where your TPA diverged from the plan. Works alongside your existing TPA.

Plan document sourced
Works with any TPA
SPD-traceable findings
Plan Review
Q1 2025
Network rates
87 claims, rate variance
Plan exclusions
24 claims, code gap
Stop-loss tracking
3 members, $245K
Rx formulary
35 claims, tier lag
Copay/coinsurance
Eligibility
Claims verified4,287
Findings134 discrepancies
Recoverable$847K