Operating profile
Established coverage • cross-functional approval • multiple payroll groupsFor growing and established employers
Add The Plan while keeping major medical and current payroll systems.
Review employee services, paycheck results, employer savings, system changes, required approvals, and implementation responsibilities.
Company requirements
Middle market companies at a glance
What is evaluated
Plan services, employee-level payroll screening, and a company-specific savings estimate.Review standard
Company-specific evidence before any decisionStep 2 • Choose your role
See the questions assigned to your role.
Each role page lists required information, risks, review topics, and approval criteria.
01
Chief executive, finance, or operating sponsor
Do the employee services and estimated savings justify the implementation work and internal review?
View role requirements02
Finance or payroll leader
Do the economics hold employee by employee, and can our payroll environment execute the approved design?
View role requirements03
People or workforce leader
Will employees understand what The Plan is, how it works alongside major medical, and how to use its services?
View role requirements04
Health-plan advisor, tax, or legal counsel
Do the final documents, tax mechanics, eligibility, privacy roles, and operations work together for this employer?
View role requirementsCompany review
Review three sets of requirements.
Check initial eligibility, required documentation, and the approval and implementation process.
Review 01Does the company meet the initial criteria?Company characteristics, reasons for review, and required participants.+
The review uses the proposed employee populations, current coverage, payroll systems, pay frequencies, and approval requirements.
Market data provides context but does not predict a company's result.
Review 02What must the company document?Payroll calculations, plan terms, responsibilities, fees, and controls.+
Items to confirm
- 01
Define how The Plan complements the current health and wellness offering
- 02
Model participation, employee payroll impact, and company economics together
- 03
Resolve payroll, communication, governance, and advisor questions before launch
Documents and calculations
- 01
Side-by-side current-state and proposed-state payroll illustrations
- 02
A responsibility map across We Won Health, the provider, payroll, and the employer
- 03
Plan documents and operating materials organized for legal, tax, and advisor review
Review 03Who approves and implements The Plan?Resolve open questions, record approvals, assign owners, and prepare payroll and enrollment.+
First review topics
- 01Current environment
- 02Participation scenarios
- 03Payroll integration
- 04Governance and counsel
Review and implementation steps
- 01
Align the sponsor
Executive sponsorBusiness objective, workforce scope, and decision team
- 02
Model the opportunity
Finance + payrollPopulation and participation scenarios
- 03
Run cross-functional review
Counsel + advisors + workforce leadersResolved tax, plan, privacy, and employee-experience questions
- 04
Design the rollout
Employer + providerSystems, communication, enrollment, and support plan
- 05
Approve and launch
Executive sponsorDecision record, named owners, measures, and launch gate
Request a company review