We Won HealthSupplemental health + wellness. Real savings.Changes the page to larger text, wider spacing, shorter line lengths, and enhanced contrast.
Middle market companiesChief executive, finance, or operating sponsor

Your responsibility

Confirm the employee use case, employer calculation, owners, and approval requirements.

Do the employee services and estimated savings justify the implementation work and internal review?

Book a review →Back to company requirements
When you join the reviewYou enter first to define the workforce and business outcome worth solving.
What you are responsible forCross-functional sponsor
What must be true to advanceApprove only when the employee case, economics, governance, and rollout plan support the same decision.

Your decision brief

What you care about, what you need, and what can stop the decision.

Items you review

  • Employee services
  • Employer savings estimate
  • Implementation ownership

Information you need

  • Decision summary
  • Named reviewers and owners
  • Approval criteria

Risks to resolve

  • Savings estimate without an operating plan
  • Reviewer disagreement
  • Employee confusion

Review meeting

Agenda, documents, and approval criteria.

Agenda

  • Business objective and population in scope
  • Material employee and company value
  • Decision team, approval gates, and executive owner

Documents and outputs

  • Executive decision case
  • Cross-functional responsibility map
  • Proceed, pause, or decline recommendation

Approval criteria

  • The proposal complements current major medical
  • Finance and payroll validate the model
  • Review owners accept the operating plan

Review stages

See which stages require your approval.

Highlighted stages show where you provide information, validate the work, or approve the next action.

  1. 01
    Your stage • Executive sponsor

    Align the sponsor

    Business objective, workforce scope, and decision team

  2. 02
    Finance + payroll

    Model the opportunity

    Population and participation scenarios

  3. 03
    Counsel + advisors + workforce leaders

    Run cross-functional review

    Resolved tax, plan, privacy, and employee-experience questions

  4. 04
    Employer + provider

    Design the rollout

    Systems, communication, enrollment, and support plan

  5. 05
    Your stage • Executive sponsor

    Approve and launch

    Decision record, named owners, measures, and launch gate

What to provide

Provide the review objective, proposed population, and names of the finance, payroll, people, and advisor reviewers.

Schedule the employer review ↗

Other reviewers

See the requirements assigned to other roles.

Finance or payroll leader

Do the economics hold employee by employee, and can our payroll environment execute the approved design?View role requirements →

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 requirements →

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 requirements →