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Guides

Straight answers on running a self-funded plan.

Practical guides to claims automation, HIPAA compliance, EDI, pharmacy, and plan design — written to be useful whether or not you ever work with us. Each guide shows when it was last reviewed.

Built to meet the strictest healthcare standards

  • HIPAA Aligned
    2026 Security Rule
  • Security-First Architecture
    SOC 2 in progress
  • AES-256 Encryption
    At rest & in transit
  • Immutable Audit Logs
    7-year retention
  • Clearinghouse-Ready EDI
    Claims in, remittances out

All guides

Cost Management

Reference-Based Pricing, Explained for Self-Funded Employers

How RBP prices claims from Medicare-anchored benchmarks instead of network discounts, what happens with balance bills, what it does to stop-loss premiums, and when it's the wrong fit.

Reviewed July 20269 min read
Industry

Self-Funded Health Plans: The Complete Guide for Employers

How self-funded health plans work, why employers switch, what a TPA actually does for you, the numbers worth watching, and how to tell if self-funding fits your company.

Reviewed July 20269 min read
Compliance

COBRA: The Compliance Risk Your TPA Carries for You — and How to Verify It

Missed COBRA notices and wrong premiums create legal liability that lands on the plan sponsor, not just the administrator. Here's what airtight COBRA administration looks like.

Reviewed June 20267 min read
Operations

Denial Management: What Your TPA Should Be Doing — and What to Demand

Half or more of denied claims are recoverable, yet most returned claims are never resubmitted. Here's how to tell whether your TPA's denial management protects your plan — or quietly leaks money.

Reviewed June 20267 min read
Technical

EDI: The Invisible Plumbing That Decides How Fast Your Claims Get Paid

X12 EDI is how claims, payments, and eligibility actually move. Most plan sponsors never see it — but its quality shows up in payment speed, provider friction, and how fresh your reporting is.

Reviewed June 202610 min read
Compliance

The 2026 HIPAA Security Rule: What It Means for Your Health Plan

The 2026 HIPAA Security Rule eliminates 'addressable' safeguards — every control is now mandatory. Here's what plan sponsors should demand from their TPA before enforcement begins.

Reviewed June 20268 min read
Industry

Stop-Loss Insurance for Self-Funded Plans: What Employers Need to Know

Stop-loss insurance protects self-funded employers from catastrophic claims. Understand specific vs. aggregate coverage, attachment points, and what your TPA should be doing for you.

Reviewed June 20266 min read
Operations

Auto-Adjudication Rate: The One Number to Ask Your TPA For

Most administrators auto-adjudicate 40-60% of claims; the best reach 85-95%. Here's why that gap shows up in your plan's cost and member experience — and how to evaluate the answer you get.

Reviewed June 20268 min read
Technology

The Technology Behind Your Health Plan: Evaluating a TPA's Stack in 2026

Your administrator's technology decides your claim accuracy, reporting speed, and compliance posture. Here's how to see through the demo and evaluate what a TPA actually runs on.

Reviewed June 20268 min read
Technology

How Automated Claims Adjudication Cuts Processing Time by 90%

Manual claims adjudication takes 3-14 days. Modern rules engines process the same claims in under 2 seconds. Here's how auto-adjudication works and why it matters.

Reviewed May 20267 min read
Technology

AI-Powered Medical Coding Validation: Catching Errors Before They Cost You

Medical coding errors cost the healthcare industry billions annually. AI validation catches upcoding, unbundling, and invalid code combinations before claims are paid.

Reviewed May 20267 min read
Technology

Real-Time Eligibility Verification: Why Sub-Second Response Times Matter

Slow eligibility checks delay care and increase denials. Learn how real-time eligibility verification with accumulator tracking transforms TPA operations.

Reviewed May 20266 min read

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