Use Data to Win and Retain Clients

Move beyond anecdotes. Prove impact with real performance data that supports strategy decisions and strengthens client trust.

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Client-ready reportsROI trackingBenchmarking
Advisor
Insights
RFP Data
+15%
ROI Analysis
+22%
Benchmarks
+18%
Retention
96%

Evidence That Wins RFPs and Renewals

Health Compiler helps brokers and advisors clearly demonstrate how strategies perform after implementation, across all plan designs.

Support recommendations with real performance data

Show how strategies perform after implementation

Strengthen RFPs and renewal conversations with evidence

Applicable to value-based, direct care, self-funded, and hybrid strategies

How We Support Brokers & Advisors

Comprehensive tools designed to help your advisory practice thrive

AI-Powered Analytics

Clear views into cost trends, utilization patterns, and outcomes across your client portfolio. Designed to support confident recommendations and demonstrate value.

AI Support for Client Communication

AI support for client inquiries, helping teams respond quickly with data-backed insights and recommendations.

Client Engagement Automation

Consistent follow-ups and reporting without extra manual effort. Designed to keep clients informed and engaged throughout the plan year.

Seamless Integration

Integration Without Workflow Disruption

Designed to fit into existing ecosystems, not replace them.

No system changes. No workflow disruption.

Connects natively with employer, plan, and care partner systems

No new tools for clients to adopt

No added reporting or administrative burden

Client Success

Built to Support Durable Client Relationships

Deliver consistent insight, credible results, and shared visibility, without adding operational burden.

Client-ready reporting and dashboards
ROI tracking and benchmarking
Data-backed plan recommendations
Client Portfolio Health92%
Avg. Client Savings18%
Client Retention96%

Ready to Strengthen Your Advisory Practice?

Get started with clear insights for your client portfolio.

Request a Demo