Dedicated Account Management

Your team who knows you

A dedicated account team that understands your organization and provides consistent, personalized support

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Why does dedicated account management matter?

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Generic support doesn't work for complex benefits. Effective account management requires understanding your organization—its culture, goals, challenges, and history. Dedicated assignment creates this understanding through ongoing relationship.

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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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Get a FREE assessment today!

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Consistent Point of Contact

The same team every time. No re-explaining your situation. No starting over with someone new. Continuity that builds cumulative understanding.

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Organizational Knowledge

Your account team learns your organization deeply—structure, culture, priorities, and pain points. This knowledge informs every interaction.

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Proactive Engagement

Your team doesn't just respond to requests. They proactively identify opportunities, flag concerns, and keep your program optimized.

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Relationship Investment

We invest in the relationship because invested relationships produce better outcomes than transactional interactions.

What is Dedicated Account Management?

Dedicated Account Management provides each employer with a specific team responsible for their success.

Your account team knows your organization. They understand your benefits structure, your employee population, your strategic goals, and your operational challenges. This understanding enables personalized support that generic service can't provide.

Account managers coordinate all aspects of the Weltrio relationship—answering questions, solving problems, identifying opportunities, and ensuring you get maximum value from services.

Why Is Dedicated Assignment Better Than Pooled Support?

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

Dedicated account management provides personalized, ongoing support.

Team Assignment

You're assigned a dedicated account manager (and backup) who will be your consistent point of contact.

Onboarding & Discovery

Your team invests in understanding your organization—interviewing stakeholders, reviewing history, and learning context.

Ongoing Relationship

Regular touchpoints maintain the relationship. Your team stays current on your situation and evolving needs.

Accountable Support

When issues arise, your team owns resolution. Accountability ensures follow-through.

When Do You Interact with Your Account Team?

Interaction happens regularly and as needed:

• Scheduled strategic reviews (quarterly or as appropriate)
• Responsive availability for questions and issues
• Proactive outreach when relevant
• Coordination during key periods (renewal, open enrollment)

Where Does Account Management Support Apply?

Account management coordinates all relationship aspects:

• Strategic planning and direction
• Operational questions and issues
• Coordination with internal teams
• Liaison with other partners
• Program optimization opportunities

Who Is Your Account Team?

Teams are assigned based on fit:

• Account managers with relevant experience
• Backup coverage for availability
• Access to specialists as needed
• Senior escalation paths when appropriate

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.