Executive Reporting
Information leaders need
Clear, actionable reporting designed for executive decision-making
Why does executive-level reporting matter?
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Executives need different information than analysts. They need clear summaries, strategic implications, and decision-relevant insights—not data dumps. Executive reporting translates analytical findings into formats that support leadership decisions.
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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.
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
Strategic Summaries
High-level summaries that convey essential information quickly, respecting executive time while providing necessary context.
Decision-Focused Framing
Framing information around decisions executives need to make, not just data that happens to be available.
Trend & Trajectory Focus
Emphasizing trends and trajectories—where things are heading, not just where they are.
Visual Communication
Using visualization effectively to convey complex information quickly and clearly.
What is Executive Reporting?
Executive Reporting presents healthcare program information in formats designed for leadership audiences.
Executives don't need (or want) detailed claims analysis. They need answers to strategic questions: Are we managing costs effectively? Are programs producing value? What decisions need attention?
Executive reporting distills analytical findings into clear, actionable formats that enable leadership decisions.
Why Do Executives Need Different Reporting?
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
Executive reporting translates analysis into leadership-ready formats.
Audience Understanding
Understanding what specific executives need: their priorities, decision timeframes, and communication preferences.
Insight Prioritization
Identifying the most important insights from available analysis—what executives must know versus nice-to-know.
Format Development
Creating appropriate formats: dashboards, scorecards, briefings, and presentations tailored to audience.
Delivery & Discussion
Delivering reports with appropriate context and supporting discussion as needed.
When Are Executive Reports Produced?
Timing varies by report type:
• Quarterly performance summaries
• Annual strategic reviews
• Pre-renewal briefings
• Ad-hoc reports for emerging issues
• Board or committee presentations
Where Do Executive Reports Go?
Reports reach appropriate leadership audiences:
• C-suite executives (CEO, CFO, CHRO)
• Benefits committees
• Boards of directors
• Senior HR leadership
• Finance leadership
Who Benefits from Executive Reporting?
All stakeholders benefit:
• Executives get information they can use
• Programs get appropriate visibility
• Decisions are better informed
• Resources are allocated more effectively
See What Our Customers Are Saying
"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.
