The Client

• Community Bank
• HQ: Kentucky
• Carrier: Humana
• 62 employees
• 5 branch locations

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Problem

Advisor was unable to obtain claims data from the carrier to evaluate alternative health plan options.

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Solution

• Rover retrieved the claims data on all plan members. 
• Minimal technical support was required, as everyone had easy access to a computer.

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Outcome

• Identified a member preparing for heart surgery.
• Johns Hopkins University agreed to a direct contract.
• The employer also covered flight and lodging for five family members and their dog.
• Advisor saved the plan over $50,000.