A simple process that delivers powerful results.
Answer a few quick questions about your organization — that's all it takes for your baseline analysis. Documents are optional, for those who want to go deeper.
Our AI engine and benefits experts analyze your data to uncover opportunities.
Get a comprehensive analysis with potential savings and strategic recommendations.
Speak to your broker or have us implement the right strategy and educate your employees for long-term success.
Most brokers stop at the renewal. We treat every renewal as a starting point for a deeper look at what's actually driving your costs.
We start with your numbers — census, claims, contribution structure — before any conversation about specific strategies.
Our AI surfaces patterns across funding structure, plan design, and enrollment behavior. Our advisors validate every recommendation.
A report is only useful if it gets used. We connect you with brokers who specialize in your specific strategy, and UBA carries employee education through to adoption.
Less than two minutes, secure, and no obligation.
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