PLAYBOOK
Transform Healthcare Pricing Data Into Strategic Advantage
PlanOptix equips health plan advisors with the clarity and speed needed to navigate complex pricing data and deliver smarter, Medicare-benchmarked recommendations. With five strategic capabilities, advisors can meet rising client expectations for transparency, accuracy, and measurable savings.

PlanOptix® gives health plan advisors the clarity to make faster, smarter decisions with Medicare-benchmarked transparency data.
PlanOptix empowers health plan advisors to navigate overwhelming data volumes, compliance gaps, and limited resources by transforming healthcare pricing analysis. With five powerful capabilities, advisors can deliver strategic, data-backed recommendations, meeting growing client expectations for quantifiable savings and smarter transparency.
Delivering real-world impact, advisors using PlanOptix report:
- 30% faster RFP response times
- Up to 20% more accurate cost projections
- $2.3M in identified savings for a national employer
- Winning competitive pitches against larger firms
- Enhanced client retention through data-backed recommendations
See the Full Impact
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