Be the Broker Clients Can't Afford to Lose at Renewal

Discover the Two Solutions That Checks Every Box for Your Clients

Every renewal cycle often presents the same challenge. The clients want to reduce spending without losing the benefits their employees rely on. Typically, cutting costs means reducing benefits and increasing premiums, leaving you to spend the following year justifying those changes.


There is a better way to approach renewal season. Weltrio and Savvos invite you to lunch to discuss a new, holistic strategy that will lower healthcare costs without limiting access to care or cutting benefits. You will also hear firsthand from a local broker already successfully implementing this approach with their clients. During this event, we will review the data, hear from the solutions behind the strategy, and ensure you are prepared for your next renewal meeting.

This innovative strategy is scalable for any group size and can be applied across your entire book of business immediately.

Lunch is on us, and seats are limited—we'll see you there!

Event Sponsors

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Register For Event

Select a day and location that you'd like to attend. Check back as we are adding new dates and locations regularly.

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What You'll Bring Back to Your Clients

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Learn about the gaps quietly inflating your client’s benefit plans, and how to close them.


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The two-part play — how Weltrio and Savvos work together to take cost out while access to care stays open and benefits stay whole.

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Get real numbers and first-hand experience of a broker walking through results with their own clients.

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Learn how this strategy brings you and your clients to the center of the relationship, not on the sidelines.


Event Schedule

11:30-11:45 PM

Doors open. Grab lunch, settle in, meet the room.

11:45-11:50 AM

Welcome, and why this lands at your next renewal.

11:50-12:00 PM

Weltrio: how plan optimization, care logistics, and advocacy lower total cost.

12:00-12:10 PM 

Savvos: how the self-funded, cash-pay plan is built and administered.

12:10-12:20 PM

Knudson Benefits: a broker's real-world view of placing this model.

12:20-12:30 PM

Live Q&A. Bring your hardest questions.

12:30-12:45 PM

Open networking with the presenters and other guests.

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What are clients saying?

-Logistics Firm, 1,200 Employees
CFO, Manufacturing Firm
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“Weltrio’s analysis saved us $800K without changing our carrier.”

-Kendric S.
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"Super efficient, and easy to use. Highly recommend the SAVVOS platform."


Event FAQs

  • How much does it cost?

    Nothing. The session is free, and lunch is provided at every in-person event. Weltrio, Savvos, and Knudson Benefits cover the cost.

  • What should I expect?

    A working lunch, not a hard sell. You'll get a plain-language walkthrough of the model, real numbers, a broker's firsthand take, and time for open questions. Plan for about an hour.


  • Is this just a sales pitch?

    The presenters do this for a living, so yes, they have a commercial interest. We're upfront about that. The goal is to show you how the Weltrio and Savvos model works so you use it for your own clients or business. No one will pressure you to sign-up. Purely for educational and training purposes. 


  • Who should attend?

    A Broker, CFO, HR leader, or Business Consultant —Here's what you'll walk away with...

    • Broker or benefits consultant—A differentiated solution to bring to clients, and a clear way to keep your seat at the table.
    • CFO or finance leader—A model that lowers healthcare spend without gutting the benefit your people rely on.
    • HR leader —An option that protects access to care and reduces disruption for your employees.
    • Business owner—A straight answer on whether self-funding could work for a group your size.


  • Is lunch provided?

    Yes, at all in-person sessions. Tell us about dietary needs when you register. Virtual guests join the live presentation from anywhere.

  • How do I pick a date and location?

    When registering, you'll choose your session on the registration form. 


    We're running events in Provo, Lehi, Salt Lake City, and online. Seating is limited to 15-20 individuals. Don't wait to register, availability is on a first come, first serve basis. 

  • Can I bring a colleague?

    Please do. Just register each guest separately so we can save seats and plan lunch accordingly. 


    In-person seating is limited to 15 to 20 per session.


  • Will this event be streamed or recorded?

    Yes, it will be streamed and recorded. All registered guests will receive the recording within a few days after the event. 

Presented and sponsored by:


Weltrio optimizes the plan and supports members so care gets used and helps close the gaps in benefit plans. Savvos administers the self-funded, cash-pay plan. Knudson Benefits is a current brokerage that is offering the Weltrio + Savvos plan and model for its own clients.

This session is free because these three partners sponsor it. The presenters work with this model and have a commercial interest in it. You'll see exactly how it works, ask anything you want, and decide for yourself if it fits your client strategy. No sales or sign-up required. Come learn about a new model shaking up the healthcare and benefits space.