the Survey

It’s here! Access the Second Annual Self-Insured Survey for your firm or company. The only of it’s kind – uncover the state of self-funding.

Get Your Hands On the Hot Data

Companies & their people are ready for more action. Download the second annual survey with the data to support new ideas & alternative funding solutions.

Preview the Second Annual
Self-Insured Survey

Watch the replay for the best data drop of 2022 – 20+ insights on how companies & their advisors are implementing self-funded solutions.

  • Identify what consultants & companies see as their greatest challenges heading into 2022.
  • Listen to key players sound off on the survey results with a panel of industry experts, advisors and C-Suite Executives.
  • Understand new benchmarks for employer and employee adoption, service, cost-containment and selling strategies – is your company or firm aligned with new standards?
  • Gain a deeper understanding of emerging trends, proven strategies and the C-Suite mindsethow has communication evolved to align with today’s employers?
  • Learn how advisors & executives are changing, disrupting and modifying what they’ve always done to meet the demands of today’s changing workforce.

Download the 2022
Self-Insured Survey

Gain instant access to the must-have data & insights for companies & their advisors.

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Want a co-branded survey for your firm? Message our team for more details.

Watch the Replay

What do we mean by the Year of Do?
It’s about action – leveraging smart
insights & doing with data.

Start your year with the Self-Insured Survey
a deep look at how companies & their advisors
have adopted alternative funding solutions.

Nearly 550 consultants weigh in
on the state of self-funding
& how their clients are working to
optimize the healthcare experience.

Catch everything you missed from the survey launch event. A panel of experts weight on the data & results for a deep dive conversation on the state of self-funding.

Meet the Doers With the Data

Survey says?

Gather around a table of diverse panelists dedicated to healthcare optimization.
Join in on a collaborative discussion to analyze the 2022 findings.


The Shift-Maker

Keith Lemer

WellNet Healthcare


The Quarterback

Rob Peirce

Executive Vice President
Employee Benefits Practice Leader –
Mountain Region



The Champion

Hilton Sher

Consolidated Credit Union


The Master Operator

Kathy Samanns, GBA

Chief Operating Officer
WellNet Healthcare


The Driver

Jeff Marchino

Executive Vice President
BevCap Management LLC