Cost & ROI Reporting

Proving program value

Quantifying return on investment from healthcare programs and interventions

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Why does ROI reporting matter?

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Healthcare programs require investment. Proving value justifies continued investment and informs resource allocation. Without ROI measurement, programs are continued or cut based on intuition rather than evidence.

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See where your benefit plan is leaking

Find out what gaps exist — and what you can do without changing your plan.

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We'll show you where money is leaking, risks are growing, and what you can fix within your current structure. No pressure to change brokers, carriers, or benefit design. Just clarity.

  • Gap analysis based on your actual plan structure


  • Clear findings you can share with your broker


  • Recommendations that layer on — no disruption required
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Program ROI Calculation

Calculating return on investment for specific programs: wellness initiatives, care management, design changes.

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Cost Avoidance Quantification

Measuring costs avoided through prevention, early intervention, and appropriate utilization—savings that don't appear as payments.

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Trend Impact Analysis

Isolating program impact from overall trend to understand what's attributable to specific interventions.

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Value Narrative Development

Translating analytical findings into compelling narratives that communicate value to stakeholders.

What is Cost & ROI Reporting?

Cost & ROI Reporting quantifies the financial return from healthcare programs and interventions.

Employers invest in wellness programs, care management, navigation services, and benefit design. These investments should produce returns: lower costs, better outcomes, improved productivity, reduced turnover.

ROI reporting measures these returns, enabling evidence-based decisions about program continuation, expansion, or modification.

Why Is Healthcare ROI Measurement Challenging?

Most employers renew their health plans year after year without questioning the underlying assumptions. Brokers present options, carriers set rates, and leadership approves budgets based on incomplete information.


The result? Companies overpay for benefits employees don't use while missing coverage gaps that create real risk. They accept premium increases as inevitable rather than addressable. They lack visibility into where their money actually goes.


A Healthcare Risk Assessment changes that. It gives you the data and insight to make informed decisions, negotiate from a position of strength, and take control of one of your largest operating expenses.

How It Works

ROI reporting quantifies program value through systematic measurement.

Measurement Design

Designing measurement approach: what to measure, how to attribute, what methodology to apply.

Data Collection

Gathering required data: program costs, engagement, claims, and outcome measures.

Analysis & Calculation

Applying analytical methods to calculate returns, accounting for confounds and attribution challenges.

Reporting & Communication

Communicating findings in ways that resonate with different audiences—executive summaries, detailed analyses, and visual presentations.

When Should ROI Be Measured?

ROI measurement timing varies by program:

• Annual comprehensive measurement for ongoing programs
• Program-specific measurement at appropriate intervals
• Before/after measurement for specific interventions
• Ongoing tracking for key metrics

Where Does ROI Apply?

ROI measurement applies to various investments:

• Wellness programs and challenges
• Care management and navigation services
• Benefit design changes
• Network modifications
• Pharmacy management programs
• Any healthcare investment

Who Needs ROI Information?

Multiple stakeholders use ROI data:

• CFOs and finance teams justifying investments
• HR leaders advocating for programs
• Benefits committees making allocation decisions
• Executives evaluating strategy

See What Our Customers Are Saying

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"What could have been data driven, was soon a conversation. Over 3 years with the best coaches, listeners, advisors you could ask for. If Monique didn't have an answer readily, she would note it, research it, and then update you on the answer. Always a positive meeting. Highly recommend!"

— Sue D.

“Our Medical Insurance Premiums were Out of Control! Thanks to Weltrio and their amazing team of healthcare experts, Weltrio is my single most-profitable cost center!”


— Cayuse CEO

Everything You Need to Know

At Weltrio, we are a medically trained team that works with HR and benefits partners at companies of all sizes to improve healthcare quality, reduce risk exposure, and optimize costs. We work within your existing plan structure—providing employers with clarity, trust, and transparency at every step. Whether you're upgrading your benefits plan or building from scratch, we've got you covered.

  • Is this the same as telemedicine?
    No. Clinical support provides guidance and triage, not diagnosis or treatment. We help employees decide when and where to seek care.
  • How many nurses will be assigned to our company?
    Assignment depends on your company size and typical utilization. Smaller companies may share a primary nurse with backup coverage. Larger organizations get dedicated teams. Either way, employees experience consistent relationships with clinical professionals who know them.
  • Who answers calls in the middle of the night?
    Board-certified nurses from your Weltrio clinical team. We staff night shifts with experienced nurses who have full access to your company's benefits information and employee interaction history. It's not an outsourced answering service.
  • What protocols do nurses use for triage?
    Our nurses use evidence-based clinical decision support protocols developed from emergency medicine and primary care best practices. These protocols are regularly updated based on current medical guidelines and are customized for telephone/virtual assessment settings.
  • How much does an unnecessary ER visit actually cost?
    Average ER visits cost $2,200 or more—even for minor issues. Add lab work, imaging, or specialist consultation and costs climb quickly. The same conditions treated at urgent care typically cost $150-300, and telehealth visits run $50-75.