Series 1 — Self-Funding Essentials · For Employers
For HR Directors & CFOs
Plain-language guides for employer decision-makers — from evaluating self-funding to managing it actively year over year.
Live now
Series 1 101
Self-Funding 101: The Employer's Plain-Language Guide
Everything your carrier hopes you never ask. Funding models, stop-loss, TPA selection, claims data, and your 12-month transition roadmap. Where every employer in the library starts.
New release
Series 1 201
Stop-Loss 201: Advanced Stop-Loss for Self-Funded Employers
Laser negotiations, stop-loss market shopping, captive arrangements, aggregate corridor management, and cost containment. Includes the Aggregate Corridor Tracker and Carrier Comparison Excel tools.
New release
Series 1 301
Self-Funding 301: The Claims Data Playbook
How to read your utilization report and use it to manage your plan. PMPM, claims split, large claimants, pharmacy trend, ER utilization — and the three questions to bring to your advisor at renewal.
New release
Series 1 Tool
Self-Funding RFP Template Kit
Nine documents for evaluating, selecting, and contracting with a TPA or stop-loss carrier. Includes the ERISA data request letter, stop-loss RFP companion guide, and two Excel tools — carrier comparison and scoring matrix.
New release
Series 1 201
The TPA Selection Guide
Claims accuracy, IBNR, network discounts, run-out provisions — explained plainly. How to evaluate your TPA's performance, read the contract terms, manage the relationship, and switch when it's time. The explanation layer behind the RFP Kit.
Series 2 — Consultant's Library · For Advisors
For Benefits Consultants & Advisors
Practitioner-level guides for advisors building or growing a self-funded book of business. Designed to complement your expertise — not replace it.
New release
Series 2 101
The Consultant's Guide to Self-Funding 101
How to position, explain, steward, and grow a self-funded book of business. Six chapters, six ready-to-use tools, and the Three-Year Renewal Roadmap Excel model for client presentations.
New release
Series 2 Advisor
The QBR Mastery Guide
How to run quarterly reviews that build loyalty and make you irreplaceable. Data prep, language that converts insight to action, difficult situations (client going out to bid, bad-news data, TPA problems), tiered stewardship model, and follow-through that builds reputation. Includes prep checklist, follow-up template, data language quick-reference.
Coming soonSeries 2
Prospecting the Fully Insured Market
How to identify, approach, and convert fully insured employers — without pitching products.
Excel Tools & Models — Standalone
Tools you use — not just guides you read
Each tool is included free in its parent product download. Also available standalone if you need just the tool.
Live now
Series 1 Tool RFP Kit
TPA Scoring Matrix
Compare up to 5 TPA proposals across 10 weighted criteria. Auto-calculates weighted totals, highlights best value per row, flags disqualifying scores in red. Includes Score Anchors tab and user guide. Also included in the RFP Kit.
Live now
Series 2 Tool Advisor
Three-Year Renewal Roadmap Model
Project two trajectories for any employer client — status quo vs. your recommendations. Annual savings by year, 3-year cumulative savings, auto-updating chart for CFO presentations. Evidence-based savings benchmarks by intervention type included. Also included in the Consultant's Guide.
Live now
Series 1 Tool SF301
PMPM Trend Tracker & Claims Analysis Tool
Enter monthly paid claims and enrollment — PMPM auto-calculates, 12-month trend chart auto-updates. Claims split tab benchmarks your category proportions against commercial norms. Full benchmarks reference tab included. Also included in the Claims Data Playbook.
Series 3 — Compliance & HR Strategy
For HR Professionals
Plain-language compliance guides — every federal deadline explained without legal jargon, with tools built for day-to-day use.
Live now
Series 3 101
The Annual Benefits Compliance Calendar
63 federal benefits compliance deadlines pre-loaded in a filterable Excel tracker — plus a plain-language guide explaining every ERISA, ACA, COBRA, and HIPAA obligation and its penalty amount.
Coming soonSeries 3
ERISA Plain & Simple
Fiduciary duties, plan documents, SPDs, claims procedures, and appeals — without legal jargon.
Coming soonSeries 3
ACA Compliance for Employers
Employer mandate, affordability safe harbors, and 1094/1095-C reporting — explained plainly with an Excel affordability calculator.
Coming soonSeries 3
COBRA, HIPAA & Continuation Coverage
Qualifying events, notice deadlines, premium rules, and the compliance calendar every HR team needs.
Coming soonSeries 3
The Open Enrollment Playbook
Timeline, communication strategy, meeting scripts, and the FAQs HR teams face every year.
Coming soonSeries 3
HSA, HRA & FSA Explained
Contribution limits, eligibility rules, and a plan design strategy that maximizes tax advantage and employee uptake.
Coming soonSeries 3
Mental Health Parity Compliance
MHPAEA requirements, NQTL analysis obligations, and what employers must document in 2026 and beyond.