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Broker Workflow

From Census to Renewal

A high-speed workflow designed to move from opportunity to implementation fast, then sustain performance through proactive, data-driven renewal management.

  • Faster quoting with a turnkey model.
  • Guided onboarding that activates $0 care pathways early.
  • Continuous engagement that catches risk before claim spikes.
How It Works

Simple Process. Strong Control. Better Renewal Outcomes.

From first quote to renewal, Level Health keeps execution tight while increasing visibility and reducing volatility for your employer groups.

1

Submit census + market data

We review plan history and group profile to frame pricing and risk in a single workflow.

2

Receive turnkey quote package

No custom build chaos. Structure, economics, and operations are packaged for employer review.

3

Present predictable pricing

Clear max liability and transparent cost model support confident buying decisions.

4

Onboard members with guidance

Education-led activation steers employees toward $0 pathways from day one.

5

Run proactive engagement

Claims analytics, risk signals, and outreach happen continuously, not just at renewal.

6

Renew with performance data

Renewal conversations are based on measurable trend control, utilization, and outcomes.

$0 Care
Not a perk. A cost-control strategy.
$0 Primary CareEarlier intervention
$0 Mental HealthBetter adherence
$0 Labs/ImagingGuided pathways
$0 Select SpecialtySmarter episodes

Proactive service, not reactive firefighting.

Traditional models process claims after costs escalate. Level Health runs continuous monitoring and outreach so action happens before renewal damage is done.

  • Real-time claims and utilization analytics.
  • Risk stratification that flags issues earlier.
  • Member outreach and clinical navigation support.
  • Specialty-care guidance for high-cost decisions.

Use this process to win with confidence at every stage.

From first quote to final renewal conversation, Level Health gives you a cleaner story, better controls, and fewer surprises for employer clients.