Self-Funded
Readiness Assessment
Is Your Organization Ready to Explore Self-Funding?
Self-funding can provide greater transparency, flexibility, and long-term cost control—but it is not the right fit for every organization.
Before making the transition, employers should evaluate their financial readiness, workforce demographics, claims experience, leadership alignment, and overall benefits strategy.
This complimentary Self-Funded Readiness Assessment helps organizations identify key factors that may influence whether self-funding could be a viable option.
Inside the Assessment, You'll Evaluate:
✓ Organizational readiness for self-funding
✓ Financial and risk tolerance considerations
✓ Workforce size and population characteristics
✓ Leadership and stakeholder alignment
✓ Current benefits strategy and objectives
✓ Key questions to discuss with your broker or advisor
Who This Assessment Is For:
Employers, HR leaders, finance teams, and benefits professionals who are evaluating funding alternatives and want a better understanding of whether self-funding may align with their organization's goals.
Download Your Free Assessment
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